Gentexは収益の期待に応え,2026-2027年度の収益の予測を上げ,中国販売の減少にもかかわらず余白を拡大した.
Gentex met earnings expectations, raised 2026–2027 revenue forecasts, and expanded margins despite China sales drop.
Gentexは1株あたり0.43円のQ4収益を報告し,644.4百万円の収益を計上し,年度の19%を上回るが,予測はわずかに下回る.
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.
同社は,Voxの統合と強力な製品需要を理由に,2026年の収益予測を26億2700億米ドルから27億2500億米ドルに上昇させた.
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.
ベース総利益率は35.5%に拡大し,2021年以来最高水準となったが,中国での売上は関税により33%減少し,2026年には4500万ドルの逆風を生み出した.
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は、Volvo,Polast,Rivianへの運転監視システムの運送を開始し,2025年にフルプレイミラーの積荷は390万台に達した.
Gentex began shipping driver monitoring systems to Volvo, Polestar, and Rivian, and full-display mirror shipments reached 3.19 million units in 2025.
調節可能なビジーは2027年末に生産される予定だ.
A dimmable visor is set for production in late 2027.
株価は22.77ドルで閉店し,1.28ドル下落し,総評は"維持"で,平均目標価格は27.86ドルだった.
The stock closed at $22.77, down $1.28, with a consensus "Hold" rating and an average price target of $27.86.