The Goodyear Tire & Rubber Company — Cyborg Score 5/10
Mixed
Tire Manufacturing & Rubber Products
Strategic Profile
Management delivered strong Q4 2025 results, with the highest segment operating income and margin achieved in more than seven years, driven by execution of the Goodyear Forward plan. The program has generated $1.25 billion in cumulative segment operating income benefits and reached a $1.5 billion run-rate by end of 2025.
Cyborg Score Rationale
While Goodyear reported resilient Q4 financials, weak Q1 2026 guidance suggests resilience isn't carrying into 2026. Analysts have a consensus "Hold" rating with mixed sentiment: 2 sells, 4 holds, 2 buys, and 1 strong buy.
Top Insights
Q4 benefits from Goodyear Forward ($192M) and favorable price/mix ($197M) were offset by inflation, tariffs, and other costs ($227M), plus lower volumes ($92M).
Q4 revenue of $4.92B beat expectations of $4.85B, but EPS of $0.39 missed estimates of $0.45.
The company achieved positive ROE of 3.21% but showed negative net margin of -9.41% in Q4.
Management faces challenging industry conditions in Q1 2026 with focus on elements within their control.
Named Competitors
Tire Manufacturing — Global tire manufacturer competing across consumer and commercial segments
Tire Manufacturing — German multinational tire and automotive supplier
Tire Manufacturing — Japanese global tire manufacturer and automotive supplier
Recent Developments
(February 2026) Q4 2025 earnings reported with highest segment operating income in 7+ years; weak Q1 2026 guidance issued
(February 2026) Analyst consensus shifted to "Hold" from previous "Strong Buy"; Citigroup raised price target to $10.00