GT Q4 2025 Earnings
Reported Feb 9, 2026 at 4:30 PM ET · SEC Source
Q4 25 EPS
$0.39
MISS 19.79%
Est. $0.49
Q4 25 Revenue
$4.92B
BEAT +1.30%
Est. $4.85B
vs S&P Since Q4 25
-45.2%
TRAILING MARKET
GT -39.2% vs S&P +6.0%
Full Year 2025 Results
FY 25 EPS
$0.47
FY 25 Revenue
$18.28B
Market Reaction
Did GT Beat Earnings? Q4 2025 Results
Goodyear Tire & Rubber delivered a mixed fourth quarter, topping revenue expectations while falling short on the bottom line, as its sprawling transformation effort continued to reshape the business beneath the headline numbers. The Akron-based tirem… Read more Goodyear Tire & Rubber delivered a mixed fourth quarter, topping revenue expectations while falling short on the bottom line, as its sprawling transformation effort continued to reshape the business beneath the headline numbers. The Akron-based tiremaker posted adjusted earnings of $0.39 per share, missing the $0.49 consensus estimate by 19.79%, even as revenue of $4.92 billion edged $70 million above expectations and held roughly flat year-over-year, down just 0.6%. The earnings shortfall reflected a complex quarter colored by $129 million in pension settlement charges and $50 million in rationalization costs, partially offset by $116 million in asset sale gains and a $56 million insurance recovery tied to the Debica plant fire. Underlying the reported figures, Goodyear's Forward transformation program delivered $192 million in quarterly benefits and has now generated $1.25 billion cumulatively, while $2.30 billion in divestiture proceeds during 2025 drove meaningful debt reduction. Still, shares fell sharply following cautious first-quarter commentary, with management flagging elevated U.S. Channel inventories, softer OEM production, and a sharp contraction in commercial truck demand as near-term headwinds the company expects to navigate through continued cost discipline.
Key Takeaways
- • Goodyear Forward program delivered $192 million of benefits in Q4
- • Favorable price/mix versus raw material costs of $197 million
- • Organic segment operating income increased 18% after adjusting for divestitures
- • EMEA OE tire unit volume increased 14.3% reflecting significant consumer market share gains
- • Segment operating margin of 8.5%, up 80 basis points year-over-year
GT YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
GT Revenue by Segment
With YoY comparisons, source: SEC Filings
GT Revenue by Geography
With YoY comparisons, source: SEC Filings
“We delivered another strong quarter, driven by execution of our Goodyear Forward plan. Our fourth quarter results mark the highest segment operating income and margin the company has achieved in more than seven years. While we continue to face challenging industry conditions in the first quarter, we are operating with greater focus and discipline on the elements within our control — much as we did throughout 2025 — to navigate the current environment.”
— Mark Stewart, Q4 2025 Earnings Press Release
GT Earnings Trends
GT vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
GT EPS Trend
Earnings per share: estimate vs actual
GT Revenue Trend
Quarterly revenue: estimate vs actual
GT Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $-0.43 | $-0.39 | +8.47% | $3.88B | +1.75% |
| Q4 25 MISS FY | $0.49 | $0.39 | -19.79% | $4.92B | +1.30% |
| FY Full Year | — | $0.47 | — | $18.28B | — |
| Q3 25 BEAT | $0.16 | $0.28 | +71.99% | $4.60B | -0.92% |
| Q2 25 MISS | $0.14 | $-0.17 | -219.72% | $4.47B | +0.12% |