Gentex公司达到了收入预期,提高了2026-2027年的收入预测,尽管中国的销售额下降,利润率却有所扩大。
Gentex met earnings expectations, raised 2026–2027 revenue forecasts, and expanded margins despite China sales drop.
Gentex报告,Q4收入为每股0.43美元,达到预期,收入为6.444亿美元,比上一年增加19%,但略低于预测。
Gentex reported Q4 earnings of $0.43 per share, meeting expectations, on revenue of $644.4 million, up 19% year-over-year but slightly below forecasts.
该公司将2026年的收入指导提高到26—27亿美元,将2027年的收入指导提高到27.5—28.5亿美元,理由是将Vox公司合并,产品需求强劲。
The company raised 2026 revenue guidance to $2.6–2.7 billion and 2027 to $2.75–2.85 billion, citing integration of Vox and strong product demand.
核心总差值增至35.5%,是2021年以来最高的,尽管由于关税,中国的销售额下降了33%,在2026年的逆风中创造了4 500万至5 000万美元。
Core gross margin expanded to 35.5%, its highest since 2021, though China sales dropped 33% due to tariffs, creating $45–50 million in 2026 headwinds.
Gentex开始向沃尔沃、波兰星和里维昂运输司机监测系统,2025年全射镜货运达319万台。
Gentex began shipping driver monitoring systems to Volvo, Polestar, and Rivian, and full-display mirror shipments reached 3.19 million units in 2025.
一款可调光遮阳面罩计划于2027年底量产。
A dimmable visor is set for production in late 2027.
库存关闭22.77美元,下降1.28美元,获得一致的“稳住”评级,平均价格目标为27.86美元。
The stock closed at $22.77, down $1.28, with a consensus "Hold" rating and an average price target of $27.86.