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Net Sales by Segment
Shows revenue generated from each business segment, highlighting which areas are driving growth and which may need strategic adjustments.Industrial sales have outpaced Automotive on a percentage basis since 2022 and are translating into outsized margin gains—management highlighted Industrial EBITDA growth and ~90bp margin expansion—making Industrial the primary operational upside versus the larger but more cyclical Automotive business. Automotive is recovering (North America comps, international retail strength), supporting steady revenue scale, but near-term margin pressure from freight, wages and separation-related costs could compress consolidated profitability. The planned separation and ongoing restructuring should clarify value and drive synergies long-term, but expect one-time and run‑rate separation costs and modest Q2 geopolitical headwinds to weigh on near-term earnings.
Date | Automotive | Industrial |
|---|---|---|
Jun 30, 2026 | $4.13B | $2.41B |
Mar 31, 2026 | $3.95B | $2.32B |
Dec 31, 2025 | $3.81B | $2.20B |
Sep 30, 2025 | $3.99B | $2.27B |
Jun 30, 2025 | $3.91B | $2.25B |
Mar 31, 2025 | $3.66B | $2.20B |
Dec 31, 2024 | $3.67B | $2.10B |
Sep 30, 2024 | $3.80B | $2.17B |
Jun 30, 2024 | $3.73B | $2.24B |
Mar 31, 2024 | $3.57B | $2.21B |