PHIN · NYSE · Auto - Parts

PHINIA (PHIN)

Builds fuel systems, electrical components, and aftermarket solutions for combustion and hybrid engines.

$61.08
vs last close+0.74 (+1.23%)
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PHINIA Inc.PHIN
Consumer Discretionary

Develops fuel systems, electrical components, and aftermarket products for combustion and hybrid engines across vehicle and industrial applications. Fuel Systems serves manufacturers with components, controls, software, and calibration, while Aftermarket sells replacement and remanufactured parts, diagnostics, starters, and alternators through dealer and independent repair channels worldwide.

Develops fuel systems, electrical systems, and aftermarket solutions for combustion and hybrid engines across commercial vehicles, passenger vehicles, off-highway equipment, industrial machinery, marine, power generation, and aerospace and defense. Fuel Systems supplies injection systems, fuel-delivery modules, sensors, electronic controls, software, calibration, and original-equipment service products. Aftermarket sells replacement and remanufactured parts, diagnostics, test equipment, starters, and alternators under Delphi, Delco Remy, and Hartridge.

Links design, calibration, validation, and manufacturing across the Americas, Europe, and Asia while serving vehicle makers, dealer networks, and independent repair channels. SEM extends the portfolio into ignition systems and sensors for natural gas, hydrogen, and other alternative fuels. Demand remains tied to combustion and hybrid production, fleet maintenance, emissions rules, and a concentrated group of original-equipment customers, with General Motors the largest.

Company facts

CEOBrady D. Ericson
ListedJul 5, 2023
ExchangeNYSE
HeadquartersAuburn Hills, MI
CountryUnited States
Employees12,500
CIK0001968915
ISINUS71880K1016

Market cap$2.21B
EPS (ttm)$3.49
P/E (ttm)17.29
ROE8.6%
P/B1.43
P/S0.6115
Dividend yieldDiv yield1.94%
Beta1.04vs XLY 0.44

Price target$98.00+62.4%Average of 5 analysts
ConsensusHold3 of 5 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Jul 31, 2026Northland SecuritiesTarget
Target: $93
Target: $98
Jul 31, 2026UBSReiterate
Rating: Target: $81
Rating: NeutralTarget: $80
Jul 9, 2026UBSReiterate
Rating: Target: $76
Rating: NeutralTarget: $81
Jun 11, 2026KeyBancTarget
Target:
Target: $105
Feb 26, 2026Freedom BrokerDowngrade
Rating: Buy
Rating: Hold

Next report
Nov 3, 26
estimated · in 42 days
EPS estimate
$1.69
Revenue estimate
$929.9M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26Nov '26
Reported$0.71$0.94$1.27$1.59$1.18$1.29$1.53Pending
Estimate$0.80$1.04$0.99$1.17$1.35$1.13$1.57$1.69
Surprise−11.3%−9.6%+28.3%+35.9%−12.6%+14.2%−2.5%

RevenueReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26Nov '26
Reported$833.0M$796.0M$890.0M$908.0M$889.0M$878.0M$940.0MPending
Estimate$843.6M$845.1M$861.6M$843.6M$838.2M$838.7M$918.8M$929.9M
Surprise−1.3%−5.8%+3.3%+7.6%+6.1%+4.7%+2.3%
Estimate$1.69
ReportedDue Nov 3, 2026
Estimate$929.9M
ReportedDue Nov 3, 2026
View details

Debt to equity68.90%
Current ratio180.60%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$839.0M$833.0M$796.0M$890.0M$908.0M$889.0M$878.0M$940.0M
Net income$31.0M$5.0M$26.0M$46.0M$13.0M$45.0M$37.0M$40.0M
Net margin3.7%0.6%3.3%5.2%1.4%5.1%4.2%4.3%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$79.0M$72.0M$64.0M$87.0M$93.0M$69.0M$72.0M$88.0M
YoY growth+8.2%−5.3%−27.3%+14.5%+17.7%−4.2%+12.5%+1.1%

Balance sheet, Jun 30, 2026Cash & short-term investments $370.0M · Total debt $1.06B · Total assets $3.84B · Shareholders' equity $1.54B

Revenue
$940.0M
Operating income
$88.0M
Net income
$40.0M
View details

Dividend yield
1.94%
Next ex-date
Dec 4, 26
estimated · in 73 days
Annual dividend
$1.17
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Nov '24Feb '25Jun '25Aug '25Nov '25Mar '26Jun '26Sep '26
Dividend$0.25$0.27$0.27$0.27$0.27$0.30$0.30$0.30
Annual yield1.77%2.07%2.44%1.82%2.01%1.65%1.40%1.69%
Ex-dateNov 25Feb 28Jun 2Aug 22Nov 24Mar 6Jun 9Sep 4
Payment dateDec 13Mar 14Jun 16Sep 12Dec 12Mar 20Jun 23Sep 18
View details

Institutions104.51%38.29M shares
398 holders · as of Jun 30, 2026
Insiders2.09%765.8K shares
21 holders · as of Sep 21, 2026
Adds to106.60%

36.64M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 106.60%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
15.82%5.79Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
6.93%2.54Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
6.44%2.36Mas of Jun 30, 2026
FMR LLCInstitution
6.21%2.28Mas of Jun 30, 2026
American Century Companies IncInstitution
4.96%1.82Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Sep 15, 2026Robert Boyleofficer: SVP, GC and Secretary−7,500$62.12
Sep 11, 2026Todd L. Andersonofficer: VP and Chief Tech. Officer−3,056$66.41
Sep 9, 2026Chris P. Groppofficer: Senior Vice President and CFO−13,500$66.71
Sep 9, 2026Christopher Gustanskiofficer: VP, Operational Excellence−2,097$66.97
Sep 10, 2026Matthew Logarofficer: SVP and CIO−1,257$66.33
View details

  • Cummins

    Heavy-duty engines, fuel systems, components, and alternative fuels

  • Standard Motor Products

    Engine-management and fuel-injection aftermarket replacement parts

  • Dorman Products

    Repair-channel aftermarket parts and OE replacement solutions

  • BorgWarner

    Adjacent combustion, hybrid, propulsion, and aftermarket systems

Compare

CompanyPriceChange
PHINIA$61.08+1.23%$2.21B17.39.50.6+5.6%
Cummins$524.29−1.96%$73.79B27.315.82.1+9.4%
Standard Motor Products$37.71+1.51%$827.1M16.48.30.5+1.6%
Dorman Products$121.48+0.88%$3.60B16.714.71.7+0.7%
BorgWarner$61.39−3.06%$12.99B31.211.30.9+0.3%
Median22.013.01.3+1.1%