The tire division generated $7 billion in sales and $1.1 billion in operating profit during 2025, with the highest quarterly revenue on record of around $1.85 billion in tire sales and an operating margin of 17% in Q4 2025. The company is expanding its original equipment supply across key models from major automakers including Lucid, Porsche, BMW, Audi, Ford, and GMC, with plans to accelerate North American market strategy through a diversified product portfolio.
Cyborg Score Rationale
Record quarterly revenue with 17% operating margins and targeting year-over-year growth through Tennessee expansion completion signals operational momentum. Exclusive tire supply to Formula E and TGL partnership validate technology capabilities, strengthening brand positioning. However, competitive pressures in global tire markets and execution risks on capex expansion require monitoring.
Top Insights
$1.6 billion Clarksville, Tennessee plant expansion will double consumer tire production and enable TBR tire manufacturing
Company targeting 18-inch-and-above PLT tires to exceed 51% of overall sales for enhanced profitability
Exclusive WRC rally tire supplier since 2025 strengthens technology leadership and premium brand positioning
January 2025 launch of Optimo European sub-brand complements existing premium offerings and expands passenger car tire portfolio
Named Competitors
Bridgestone — Global tire leader with diversified product portfolio
Michelin — Premium tire manufacturer with strong motorsport heritage
Goodyear — Major North American tire manufacturer
Continental — Premium automotive supplier with tire division
Recent Developments
(February 2026) Exclusive WRC Rally Sweden tire supplier role validates competition performance capabilities
(January 2026) CEO on-site North American engagement driving OE expansion with premium automakers
(Q4 2025) Record quarterly revenue of $1.85 billion with 17% operating margin achieved
(January 2025) Launch of Optimo European sub-brand for premium passenger car tire segment
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