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Operating Income By Segment
Shows profitability across different business units, highlighting which segments drive earnings and where there may be challenges or opportunities for growth.Operating income is increasingly concentrated in Light Duty, which has driven the multi-quarter recovery, while Heavy Duty remains volatile and nearly breakeven and Specialty Vehicles contribute modestly but show weakening in the latest quarter. Management’s plan to hit mid‑teens operating margins depends on Light Duty momentum, tariff relief (and any IEEPA refunds), and supplier diversification/productivity; persistent tariff costs or a prolonged heavy‑duty slump would materially compress consolidated margins and make the guidance and EPS recovery harder to achieve.
Date | Light Duty | Heavy Duty | Speciality Vehicle |
|---|---|---|---|
Jun 27, 2026 | $104.74M | $2.77M | $14.11M |
Mar 26, 2026 | $59.66M | $448.00K | $4.09M |
Dec 31, 2025 | $85.36M | $1.99M | $6.13M |
Sep 27, 2025 | $102.16M | $2.85M | $6.46M |
Jun 28, 2025 | $78.30M | $522.00K | $9.44M |
Mar 29, 2025 | $81.49M | -$163.00K | $4.82M |
Dec 31, 2024 | $85.83M | $1.09M | $6.51M |
Sep 28, 2024 | $74.63M | $2.66M | $8.62M |
Jun 29, 2024 | $65.91M | $2.72M | $10.03M |
Mar 30, 2024 | $57.80M | $9.00K | $7.17M |