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Key Takeaways Rising geopolitical tensions and changing trade policies threaten supply chain efficiency and could drive up operational costs, putting pressure on gross margins. Regulatory shifts and heightened competition risk erode high-margin software revenue, while sluggish vehicle production endangers revenue growth and operating cash flow.

Key Takeaways Growing software and intelligent systems revenue, strengthened by strategic partnerships and electrification demand, is driving higher margins and diversified long-term growth. The spin-off of EDS will create a leaner, more focused company, improving operational execution and supporting enhanced returns and efficiency.

Key Takeaways Strategic supply chain and cost optimization efforts are set to enhance net margins and operational robustness amid changing trade dynamics. Strong business bookings and partnerships signal revenue growth potential, especially in advanced safety and software-defined products.