Goodyear Tire & Rubber Co /oh/ (GT) · Nov 4, 2026 · Earnings

Goodyear earnings miss as transformation push meets margin squeeze

Miss — Adjusted EPS $(0.11) vs roughly $(0.03) consensus

Goodyear’s Q3 earnings missed on adjusted EPS and revenue as Americas margins collapsed, forcing a broader transformation effort.

Goodyear is in the post-divestiture phase of its Goodyear Forward restructuring, trying to rebuild margins and cash generation while replacement-tire demand remains weak. The prior plan was designed around portfolio optimization, margin expansion and lower leverage, but the current quarter shows the core operating problem is not yet solved.

The quarter missed a modest market bar, not just the company’s own ambitions. Adjusted EPS was $(0.11) versus published expectations around $(0.03), while sales of $4.54 billion were slightly below the roughly $4.59–$4.60 billion consensus range. That makes this a genuine earnings miss, even after excluding $148 million of rationalization charges. (Financial Results)

	Q3 2026	Q3 2025	Consensus
Net sales (Financial Results)	$4.54B (-2.3%)	$4.65B	~$4.59B
Adjusted diluted EPS (Financial Results)	$(0.11)	$0.28	~$(0.03)
Segment operating income (Segment Results)	$174M (-39%)	$287M
Operating cash flow, nine months (Cash Flow statement)	$(764)M	$(716)M

The underlying margin trend is the bigger problem. Total segment operating income fell to $174 million from $287 million, cutting segment margin to 3.8% from 6.2%. The Americas, Goodyear’s largest region, generated only $96 million of operating income versus $206 million a year earlier as factory utilization, inflation and other costs overwhelmed the transformation benefits. (Segment Results — Americas)

There are isolated signs of execution, but they do not offset the core weakness. Asia Pacific improved operating income to $66 million from $51 million, and higher OE volumes in the Americas and EMEA indicate some market-share progress. However, total tire volume declined 3.3%, replacement demand remained weak, and nine-month operating margin was just 2.4% versus 4.8% last year. (Third Quarter Results; Segment Results)

The new transformation office is a response to the miss, not proof of a turnaround. Management explicitly says performance remains below expectations and is broadening the effort beyond incremental improvements toward structural operational and strategic changes. That raises the potential scope of the fix, but also signals that Goodyear Forward has not yet delivered the consistent returns and cash generation the business needs. (Third Quarter Results) 〔0〕

Cash generation remains a constraint. Goodyear produced $(764) million of operating cash flow through nine months, while total debt and finance leases increased to about $7.0 billion from $5.7 billion at year-end. (Cash Flow statement; Balance Sheet) The filing therefore shows a company trying to fund a larger operational reset from a still-strained financial base.

Bottom line: This was a modest but meaningful earnings miss: the portfolio and regional improvements are real, yet the largest business is losing margin and cash. The broader transformation effort keeps the story alive, but this filing weakens confidence that the existing plan is working fast enough.

What to watch next

Investor call, November 5, 2026

Original filing on SEC EDGAR

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QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

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Goodyear earnings miss as transformation push meets margin squeeze

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