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PHINIA (PHIN) investor relations material
PHINIA UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary3 Dec, 2025
Market performance and outlook
Business remains resilient due to diversified end markets and regions, with aftermarket performing well and positive trends in Europe and China offsetting softness in North America commercial vehicles.
Confident in current guidance and expecting a strong 2026, with planning and budgeting underway.
Market volatility is expected to persist, but a rigorous annual bottoms-up planning process helps manage uncertainty.
Second half of the year is stronger than the first, indicating positive momentum into 2026.
Aftermarket growth and stabilization in OE markets are expected to drive future growth as markets return to equilibrium.
Regulatory and industry trends
Relaxation of CAFE requirements and other regulations is leading to continued demand for combustion engines in light vehicles.
Battery electric vehicle (BEV) adoption is plateauing in China and slowing in Western markets, with alternative fuels like ethanol gaining traction in regions such as Brazil.
New fuel efficiency technologies, such as 500 bar injectors, are being launched to improve combustion and reduce costs.
Hybrids and plug-in hybrids are now widely accepted by consumers, supporting CO2 reduction with existing infrastructure.
Strategic business segments and growth
Light vehicle OE is about 27% of revenue, with ongoing market share gains and a target to maintain or slightly grow revenue in this segment.
Market share in GDI has increased from low double digits to mid-teens, with expectations to reach close to 20% and strong win rates in new business.
Commercial vehicle OE is more cyclical but benefits from a stable aftermarket, with a 60/40 OE to aftermarket ratio.
Aftermarket segment is robust, comprising about 40% of sales, and includes propulsion-agnostic components like steering and braking.
Industrial and other OE segments, including marine and construction, are growing faster than core markets and will be highlighted in future investor communications.
Industrial segment's fastest growth drivers?
Why cap LV OE revenue at $1B despite share gains?
Europe footprint strategy given market shifts
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Q4 202512 Feb, 2026
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Frequently asked questions
PHINIA Inc. is a company focused on the development, design, and manufacturing of integrated components and systems aimed at optimizing performance, increasing efficiency, and reducing emissions across a variety of applications including combustion and hybrid propulsion for commercial and light vehicles, as well as industrial uses. With operations segmented into Fuel Systems and Aftermarket, PHINIA provides advanced fuel injection systems, fuel delivery modules, canisters, sensors, electronic control modules, and associated software, including comprehensive systems with software and calibration services. The company's Aftermarket segment deals in the sale of starters, alternators, and other new and remanufactured products, along with maintenance, test equipment, and vehicle diagnostics solutions. Serving a broad spectrum of the automotive and industrial market, including original equipment manufacturers of passenger cars, trucks, vans, sport-utility vehicles, medium-duty and heavy-duty trucks, buses, and a variety of off-highway construction, marine, agricultural, and industrial applications, PHINIA is committed to advancing sustainability and exploring alternative fuels towards a carbon-free future. The company is headquartered in Auburn Hills, Michigan, with its shares listed on the New York Stock Exchange.
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