Gentex Q3 EPS $0.43; 2026 Revenue Guidance Narrowed to ~$2.65B, Gross Margin Cut
GNTX is trading near its 52-week low of $20.48 (6.4% above the low) on elevated volume (2.4× avg).
Summary
Gentex reported Q3 EPS of $0.43 on sales of $647.7 million, about $35 million below its own forecast, and trimmed 2026 revenue and gross margin guidance while holding its 2027 revenue outlook.
Key Events · Earnings and Guidance · GNTX
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Q3 Sales Miss Company Forecast
Net sales of $647.7 million were roughly $35 million below the beginning-of-quarter forecast due to customer issues and delayed launches; gross margin fell to 33.4% from 34.4% a year earlier.
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2026 Guidance Trimmed
Full-year revenue guidance narrowed to approximately $2.65 billion (previously $2.65-$2.75 billion) and gross margin cut to 34.0%-34.5% (previously 34.5%-35.5%), including $10 million to $15 million of incremental Q4 costs.
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2027 Revenue Outlook Maintained
The $2.80-$2.90 billion 2027 revenue outlook was held even though primary-market light vehicle production is forecast to decline about 1%.
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Buybacks Continue
5.7 million shares repurchased in Q3 for $132.6 million at an average $23.44 per share; 24.3 million shares remain available under the existing plan.
Analysis · GNTX · Manufacturing
The quarter was soft: sales of $647.7 million landed roughly $35 million below the company's own beginning-of-quarter forecast because of customer issues and delayed launches, and gross margin fell to 33.4% from 34.4% a year ago on higher precious-metal costs and lost operating leverage. Management responded by narrowing full-year revenue guidance to about $2.65 billion from a $2.65-$2.75 billion range and cutting the gross margin outlook to 34.0%-34.5% from 34.5%-35.5%, citing $10 million to $15 million of extra fourth-quarter costs whose recoveries won't arrive until the first half of 2027. The offset is that the 2027 revenue outlook of $2.80-$2.90 billion was held despite a forecast ~1% decline in primary-market vehicle production, and the company kept buying back stock aggressively — 5.7 million shares for $132.6 million in the quarter.
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In the 30 days to Oct 23, 2026, 29.6% of the 1590 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.25%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, GNTX was trading at $21.80 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $4.6B. The 52-week trading range was $20.48 to $26.96. This filing was assessed with negative market sentiment and an importance score of 7 out of 10.