PHINIA reported strong Q4 results with net sales of $889 million, adjusted EBITDA of $116 million, and adjusted EPS of $1.18. The company returned capital to shareholders and provided guidance for 2026. Full-year revenue was about $3.5 billion, with adjusted EBITDA of $478 million and strong cash generation.

Management cited benefits from favorable FX, tariff recoveries, and SEM contribution in Q4 results. Excluding FX and SEM, revenue growth was modest, and margins were pressured by negative mix and dilution. PHINIA aggressively repurchased shares and guided 2026 net sales of $3.5–$3.7 billion with industry volumes expected to be flat to slightly down.

PHINIA’s Q4 and full-year 2025 results were in line with expectations, driven by a diversified footprint across regions, customers, end markets, and products. Q4 net sales were $889 million, up 6.7%. Adjusted EBITDA was $116 million, with a 13% margin, and adjusted EPS was $1.18. Fuel Systems sales were $560 million, up 7.9%, and Aftermarket sales were $329 million, up 4.8%.

The company reported strong cash flow and discussed new business wins in various applications during 2025. PHINIA also highlighted capital allocation efforts, repurchasing shares and returning over $500 million to shareholders. Looking ahead, management expects industry volumes to be flat to slightly down globally, with plans to offset market conditions through share gains and product growth.

Read more at Yahoo Finance: PHINIA Q4 Earnings Call Highlights