Garrett Motion (GTX) Investor presentation summary

Market leadership and business overview

• Holds global #1 position in turbocharger technology with over 50% win rate for new business and $3.6B in 2025 revenue.

• Revenue is geographically diversified: 49% Europe, 29% Asia, 19% North America, 3% other regions.

• Over 30% of sales and higher profitability come from aftermarket, commercial vehicle, and industrial segments.

• Operates 13 manufacturing facilities, 6 R&D centers, and employs about 8,700 people worldwide.

• Maintains a broad product portfolio including turbochargers, e-turbos, e-compressors, and fuel cell compressors.

Technology and innovation

• Invests ~$100M annually in electrification and holds ~1,350 patents issued or pending.

• Leading in zero-emission technologies: fuel cell compressors, e-powertrain, and e-cooling compressors.

• Unique high-speed motor and oil-less bearing technologies enable best-in-class efficiency and durability.

• Delivers high customer value through reduced total cost of ownership, increased vehicle range, and enhanced reliability.

• Strong momentum in electrification with multiple production awards and pre-development contracts.

Financial performance and strategy

• Achieved $510M Adjusted EBIT (14.2% margin) and $403M Adjusted Free Cash Flow in 2025.

• Targets >13% Adjusted EBIT margin, <5% R&D as % of sales, and <3% capex as % of sales.

• Plans to return ~75% of Adjusted Free Cash Flow to shareholders via dividends and buybacks.

• Maintains a stable net leverage ratio below 2.0x and ample liquidity with no major debt maturities until 2032.

• Demonstrates strong profitability and cash flow resilience across business cycles.