Current guidance
21 items
Each item compared with the same item in the previous release (Apr 17, 2026). Values in quotation marks are the company’s words.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Lowered | FX impact on net sales | for FY2026 | “Around 3% positive” | “Around 2.5% positive” | Filing ↗ |
| New | Adjusted operating margin | for Q3 FY2026 | — | “around the first half 2026 level” | Filing ↗ |
| New | Türkiye manufacturing operations complete closure | for FY2028 | — | “anticipated in the first half of 2028” | Filing ↗ |
| New | Türkiye restructuring annual pre-tax savings | for FY2027 | — | “$40 million” | Filing ↗ |
| Raised | Gross impact from higher raw material prices | for FY2026 | “around $90 million” | “around $110 million” | Filing ↗ |
| New | LVP decline assumption | for FY2026 | — | “around 2.5%” | Filing ↗ |
| Raised | LVP growth | for FY2026 | “Around 1% negative” | “Around 2.5% negative” | Filing ↗ |
| Raised | Tax rate | for FY2026 | “Around 28%” | “Around 30%” | Filing ↗ |
| Raised | Leverage ratio target | for the long term | “equal to or below 1.5x” | “not higher than 1.5x” | Filing ↗ |
| New | Türkiye restructuring cash outflow | No period stated | — | “approximately $129 million” | Filing ↗ |
| New | Türkiye restructuring charges, total | No period stated | — | “approximately $142 million” | Filing ↗ |
| Reiterated | Adjusted operating margin | for FY2026 | “Around 10.5-11%” | “Around 10.5-11%” | Filing ↗ |
| Reiterated | Tariff-related dilution on operating margin | for FY2026 | “similar to the around 20 bps that it was for full year 2025” | “similar to the around 20 bps for full year 2025” | Filing ↗ |
| Reiterated | Capex, net, % of sales | for FY2026 | “Less than 5%” | “Less than 5%” | Filing ↗ |
| Reiterated | Operating cash flow | for FY2026 | “Around $1.2 billion” | “Around $1.2 billion” | Filing ↗ |
| Reiterated | Organic sales growth | for FY2026 | “Around 0%” | “Around 0%” | Filing ↗ |
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| FX effect on net sales | “Around 1% positive” | for FY2026 | GAAP-tied | Jan 30, 2026 | 1 | Filing ↗ |
| FX impact on net sales | “Around 2.5% positive” | for FY2026 | GAAP-tied | Apr 17, 2026 | 2 | Filing ↗ |
| Adjusted operating margin | “Around 10.5-11%” | for FY2026 | Company-defined | Jan 30, 2026 | 3 | Filing ↗ |
| Adjusted operating margin | “around the first half 2026 level” | for Q3 FY2026 | Company-defined | Jul 17, 2026 | 1 | Filing ↗ |
| Tariff-related dilution on operating margin | “similar to the around 20 bps for full year 2025” | for FY2026 | GAAP-tied | Apr 17, 2026 | 2 | Filing ↗ |
| Call-off volatility | “slightly improved compared to 2025” | for FY2026 | Company-defined | Apr 17, 2026 | 1 | Filing ↗ |
| Capex, net, % of sales | “Less than 5%” | for FY2026 | Company-defined | Jan 30, 2026 | 3 | Filing ↗ |
| Gross impact from higher raw material prices | “around $110 million” | for FY2026 | Company-defined | Apr 17, 2026 | 2 | Filing ↗ |
| LVP decline assumption | “around 2.5%” | for FY2026 | Company-defined | Jul 17, 2026 | 1 | Filing ↗ |
| LVP growth | “Around 2.5% negative” | for FY2026 | Company-defined | Jan 30, 2026 | 3 | Filing ↗ |
| Operating cash flow | “Around $1.2 billion” | for FY2026 | GAAP-tied | Jan 30, 2026 | 3 | Filing ↗ |
| Organic sales growth | “Around 0%” | for FY2026 | Company-defined | Jan 30, 2026 | 3 | Filing ↗ |
| Repurchase shares | “$300-500 million” | for FY2026 | Declared action | Apr 17, 2026 | 1 | Filing ↗ |
| Sales growth in China | “continued strong” | for FY2026 | Company-defined | Jan 30, 2026 | 1 | Filing ↗ |
| Sales performance with COEMs | “continued strong” | for FY2026 | Company-defined | Jan 30, 2026 | 1 | Filing ↗ |
| Share repurchases | “$300-500 million” | for FY2026 | Declared action | Jul 17, 2026 | 1 | Filing ↗ |
| Tax rate | “Around 30%” | for FY2026 | Company-defined | Jan 30, 2026 | 3 | Filing ↗ |
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Share repurchase program | “up to $2.5 billion” | for FY2029 | Declared action | Jul 18, 2025 | 1 | Filing ↗ |
| Türkiye manufacturing operations complete closure | “anticipated in the first half of 2028” | for FY2028 | Company-defined | Jul 17, 2026 | 1 | Filing ↗ |
| Türkiye restructuring annual pre-tax savings | “$40 million” | for FY2027 | Company-defined | Jul 17, 2026 | 1 | Filing ↗ |
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Adjusted operating margin target | “12%” | for the long term | Company-defined | Jan 30, 2026 | 1 | Filing ↗ |
| Leverage ratio | “around 1.0x within a range of 0.5x to 1.5x” | for the long term | Company-defined | Jan 31, 2025 | 1 | Filing ↗ |
| Leverage ratio (long-term target) | “equal to or below 1.5x” | for the long term | Company-defined | Oct 18, 2024 | 3 | Filing ↗ |
| Leverage ratio target | “not higher than 1.5x” | for the long term | Company-defined | Jan 30, 2026 | 3 | Filing ↗ |
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Share repurchase program | “new share repurchase program of up to $2.5 billion until the end of 2029” | — | Declared action | Jul 18, 2025 | 1 | Filing ↗ |
FX effect on net sales, for FY2025 — every statement across the year, each linked to its filing.
12 companies in Autos & components. What they guide on, and who reported this season.
| General Motors | Oct 20, 2026 | 6 changes |
| Ford Motor | Oct 2, 2026 | 0 changes |
| Dana | Aug 6, 2026 | 10 changes |
| BorgWarner | Aug 5, 2026 | 13 changes |
| Goodyear Tire & Rubber | Aug 5, 2026 | 6 changes |
| Aptiv | Aug 4, 2026 | 18 changes |
| Allison Transmission | Aug 3, 2026 | 11 changes |
| Lear | Jul 31, 2026 | 5 changes |
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2029 | FY2028 | FY2027 | FY2026 | FY2025 | FY2024 | Long-term | No period |
|---|---|---|---|---|---|---|---|---|
| FX effect on net sales | — | — | — | 1 statement | 4 statements | 1 statement | — | — |
| FX impact on net sales | — | — | — | 2 statements | — | — | — | — |
| Adjusted operating margin | — | — | — | 5 statements | 4 statements | 1 statement | 1 statement | — |
| Tariff dilution on operating margin | — | — | — | — | 1 statement | — | — | — |
| Tariff dilution on our operating margin | — | — | — | — | 1 statement | — | — | — |
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Jul 17, 2026 | FY2026 Q2 | 0001193125-26-306698 | 21 | Open filing ↗ |
| Apr 17, 2026 | FY2026 Q1 | 0001193125-26-160203 | 12 | Open filing ↗ |
| Jan 30, 2026 | FY2025 Q4 | 0001193125-26-030248 | 12 | Open filing ↗ |
| Oct 17, 2025 | FY2025 Q3 | 0001193125-25-241914 | 8 | Open filing ↗ |
| Jul 18, 2025 | FY2025 Q2 | 0000950170-25-096754 | 14 | Open filing ↗ |
| Apr 16, 2025 | FY2025 Q1 | 0000950170-25-054479 | 8 | Open filing ↗ |
| Jan 31, 2025 | FY2024 Q4 | 0000950170-25-011409 | 9 | Open filing ↗ |
| Oct 18, 2024 | FY2024 Q3 | 0000950170-24-115443 | 8 | Open filing ↗ |
2 values were detected in these releases but could not be matched to an exact sentence in the filing body, so they are not shown as guidance. We surface the count rather than drop it silently.
| Span | Why | Filed |
|---|---|---|
| quarterly dividend = increase by 3% to $ 0.70 per share | span gate: value not verbatim in filing | Jan 31, 2025 |
| share repurchase program = extension until the end of 2025, with no other changes to the authorization | span gate: value not verbatim in filing | Jan 31, 2025 |