Phinia

Q2 FY2026 EarningsQ2 FY26 results slightly beat consensus on the top line with revenue of $940M vs. $927M expected, driven by strength in the Americas and the SEM acquisition. Gross margin was resilient at 23.0% (vs. 22.2% expected), while Adjusted EPS of $1.53 came in slightly below the $1.57 normalized consensus. Management refined FY26 revenue guidance to $3.57B - $3.67B, aligning with the mid-point of market expectations.