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The Goodyear Tire & Rubber Company
The Goodyear Tire & Rubber Company (GT) investor relations material
The Goodyear Tire & Rubber Company Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary10 Feb, 2026
Executive summary
Fourth quarter net sales were $4.92 billion, flat year-over-year, with segment operating income of $416 million, up 9% year-over-year and 18% organically, marking the highest SOI and margin in over 7 years and strong free cash flow performance.
Goodyear Forward transformation delivered $1.5 billion in run rate benefits, with $775 million in SOI benefits in 2025 and $772 million in annual benefits for 2025; further $300 million expected in 2026.
Strategic focus on high-value segments, product innovation (30% more new products), and increased pricing in response to tariffs drove market share gains in consumer OE in the U.S. and Europe.
Net income for Q4 was $105 million ($0.36 per share), or $113 million adjusted ($0.39 per share), up from $73 million last year.
Free cash flow exceeded $1.3 billion in Q4, marking one of the strongest quarters for cash generation in over a decade.
Financial highlights
Q4 sales were $4.92 billion, down 0.6% year-over-year; tire units sold decreased 3% to 42.3 million.
Segment operating margin improved to 8.5%, up 0.8 points year-over-year; gross margin rose by 1 point to 20.9%.
Adjusted non-GAAP EPS was $0.39, excluding a $56 million insurance claim settlement.
Net income for Q4 was $105 million, up 43.8% year-over-year.
Free cash flow for Q4 was $1.34 billion, up $308 million year-over-year; net debt reduced by $1.6 billion year-over-year.
Outlook and guidance
Q1 2026 global unit volumes expected to decline ~10% due to seasonality and industry headwinds; SOI significantly affected by lower consumer replacement volume and weak commercial truck trends.
Price/mix expected to be a $25 million benefit in Q1; raw materials a $85 million benefit; tariffs and other costs a $130 million headwind.
Full-year 2026: raw materials benefit of $300 million, Goodyear Forward benefits of $300 million, tariffs headwind of $175 million, and other costs $120 million.
SOI base for 2026 is $815 million (ex-insurance, post-divestitures), with organic growth modeled at ~10%.
Free cash flow expected to be slightly positive for the year, with working capital and interest expense reductions; capital expenditures at $825 million.
Goodyear Forward exceeded targets. What's next
Address Americas' high channel inventories impact
How do divestitures reshape future growth strategy?
Channel inventory normalization strategy
Goodyear Forward's next phase beyond 2026
Commercial business margin recovery drivers
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Next The Goodyear Tire & Rubber Company earnings date
Q1 20267 May, 2026
The Goodyear Tire & Rubber Company
Next The Goodyear Tire & Rubber Company earnings date
Q1 20267 May, 2026
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Frequently asked questions
The Company Behind the Blimp
The Goodyear Tire & Rubber Company is an American company with global operations specializing in tire manufacturing and rubber products. The company develops, manufactures, markets, and distributes tires for most applications, including automobiles, commercial trucks, light trucks, motorcycles, and much more. In addition to tires, the company also offers rubber products and polymers for various industrial and consumer markets. Goodyear is headquartered in Akron, Ohio, and its shares are listed on the Nasdaq.
An Akron Company
Goodyear was founded in 1898 by Frank Seiberling in Akron, Ohio. The company got its name after Charles Goodyear, the inventor of vulcanized rubber, although he had no direct association with the company. Initially, Goodyear manufactured bicycle and carriage tires, horseshoe pads, and poker chips.
The advent of the automobile brought rapid growth for Goodyear, and in the years around World War II, the demand for tires grew with the automobile boom. Goodyear expanded internationally during this period and became one of the largest tire manufacturers in the world, something which it continues to be to this day. Some other companies operating in the same sector are Pirelli, Michelin, and Bridgestone.
The Right Tire for the Job
The company makes regular tires for passenger cars and commercial vehicles and offers a range of options in this category. Goodyear also has a significant presence in the racing and performance vehicle market. These tires are engineered for high-speed stability and enhanced grip, catering to both professional motorsports and consumer markets for high-performance vehicles. Goodyear also manufactures tires for off-road and all-terrain vehicles, focusing on versatility and durability.
To summarize - if something needs tires, chances are that Goodyear manufactures a model that fits. The lineup of tires includes everything from massive tractor tires to models for airplane landing gear, and its offerings are incredibly diverse.
Not Just Tires
Besides its core tire manufacturing, Goodyear Tire & Rubber Company is involved in several other product areas. One of these is the production of rubber products for industrial applications, such as rubber belts and hoses. In addition to these, Goodyear also produces a range of chemical products. These chemicals are often used in the rubber and plastics industries, among others, and include synthetic rubber and latex substances.
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