PHINIA Dirección
Dirección controles de criterios 2/4
El CEO de PHINIA es Brady Ericson , nombrado en Jul 2023, tiene una permanencia de 2.83 años. compensación anual total es $11.39M, compuesta por 10.1% salario y 89.9% primas, incluidas acciones y opciones de la empresa. posee directamente un 1.05% de las acciones de la empresa, por valor de $29.10M. La antigüedad media del equipo directivo y de la junta directiva es de 2.8 años y 2.8 años, respectivamente.
Información clave
Brady Ericson
Chief Executive Officer (CEO)
US$11.4m
Compensación total
| Porcentaje del salario del CEO | 10.10% |
| Permanencia del CEO | 2.8yrs |
| Participación del CEO | 1.1% |
| Permanencia media de la dirección | 2.8yrs |
| Promedio de permanencia en la Junta Directiva | 2.8yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • May 11
PHIN: Future Upside Will Hinge On Hydrogen Expansion And Ongoing Buybacks
Analysts have nudged PHINIA's fair value estimate to $87.50, reflecting updated views on slightly lower revenue growth and profit margins, a higher discount rate, and a reduced future P/E multiple after recent price target revisions across the Street. Analyst Commentary Bullish and bearish voices on PHINIA have been active, with recent changes in ratings and several price target adjustments clustering around the high $80s range.Actualización de narrativa • Apr 26
PHIN: Future Upside Will Depend On Dividend And Expanded Buyback Program
Analysts have nudged the PHINIA price target to $88, reflecting incremental adjustments to discount rate, revenue growth and profit margin assumptions, and aligning with recent Street research that cites valuation and prior stock gains as key factors. Analyst Commentary Recent Street research around PHINIA circles back to a common theme: valuation.Actualización de narrativa • Apr 12
PHIN: Future Cash Returns Will Depend On Dividend And Expanded Buyback Program
Analysts have nudged the average price target on PHINIA slightly higher to $88, reflecting recent target increases. They also view the stock's latest rally as having brought valuation closer to their updated assumptions on discount rate, revenue growth, profit margin and future P/E.Actualización de narrativa • Mar 27
PHIN: Future Cash Returns Will Rely On Dividend And Buyback Execution
Narrative Update The analyst price target for PHINIA has moved to $88, with analysts pointing to the recent stock rally and valuation considerations, along with fresh upward revisions from multiple research firms as the key drivers of this shift. Analyst Commentary Recent research updates on PHINIA cluster around valuation, with the current $88 price target reflecting both increased optimism earlier in the coverage cycle and a more cautious tone after the stock's latest rally.Actualización de narrativa • Mar 12
PHIN: Future Cash Returns Will Rely On Executing Margin Expansion And Capital Returns
The analyst price target for PHINIA has shifted from an implied fair value of $85.25 to $86.75. Analysts point to recent target increases and valuation checks following the stock's rally as key drivers of this update.Actualización de narrativa • Feb 26
PHIN: Future Cash Returns Will Depend On Delivering Margins Supporting Elevated P/E
The analyst fair value estimate for PHINIA has shifted from $78.00 to $85.25. Analysts point to updated assumptions around discount rates, profit margins and future P/E, along with a series of recent price target increases and a new bullish initiation, as key drivers of the change.Actualización de narrativa • Feb 10
PHIN: Future Cash Returns Will Depend On Execution Supporting Elevated P/E
Analysts have nudged their price target on PHINIA higher to $78.00, supported by slightly adjusted assumptions for the discount rate and future P/E. These changes align with a more constructive view following recent bullish Street research.Actualización de narrativa • Jan 27
PHIN: Future Cash Returns Will Rely On Elevated P/E Confidence
Analysts have raised their fair value estimate for PHINIA from US$67 to US$78, citing updated assumptions on growth, margins, and a higher future P/E ratio, supported by a recent bullish Street research initiation. Analyst Commentary Bullish Takeaways Bullish analysts view the higher fair value estimate of US$78 as better aligned with updated growth and margin assumptions, which they see as more reflective of PHINIA's current execution profile.Actualización de narrativa • Jan 11
PHIN: Future Cash Returns And Execution Will Balance M&A And Settlement Risks
Analysts now see fair value for PHINIA at US$67.00, up from US$58.75, reflecting updated assumptions across discount rate, revenue growth, profit margin and future P/E, after recent research that included a reduced US$61 Street price target tied to lower 2026 estimates. Analyst Commentary Bullish Takeaways Bullish analysts highlight that a fair value estimate of US$67.00 still sits above the revised US$61 Street price target, which they see as leaving room for upside if the company delivers on its updated assumptions.Actualización de narrativa • Dec 18
PHIN: Future Cash Returns And Execution Will Balance Cyclical Auto Risks
Analysts have made a modest downward revision to their PHINIA price target, trimming it by approximately $0.45 as they incorporate slightly lower long term estimates into their valuation models. Analyst Commentary Analysts view the modest price target reduction as a recalibration to updated long term forecasts rather than a signal of a material shift in the company’s underlying fundamentals.Artículo de análisis • Dec 11
What You Can Learn From PHINIA Inc.'s (NYSE:PHIN) P/E
PHINIA Inc.'s ( NYSE:PHIN ) price-to-earnings (or "P/E") ratio of 24.7x might make it look like a sell right now...Seeking Alpha • Dec 04
Phinia Is Starting To Look Interesting Again
Summary PHINIA's Q3 results beat expectations, with strong performance from Fuel Systems, but guidance for Q4 was slightly cautious. With many auto OEMs hedging their bets on battery EVs and also looking at hybrids and alternate fuels, PHINIA's core business may have a longer runway than believed. Management is actively diversifying into aerospace, agriculture, off-highway vehicles, and power generation, leveraging core technology for new revenue streams. I maintain a "Neutral" rating on PHIN, viewing shares as undervalued below the high-$50s but awaiting a better entry point amid sector sentiment risks. Read the full article on Seeking AlphaActualización de narrativa • Dec 04
PHIN: Future Execution And Capital Allocation Will Shape Shareholder Returns
Analysts have trimmed their price target on PHINIA by $3 to $61, reflecting slightly lower 2026 estimates and updated sector production assumptions, even as valuation multiples remain broadly supportive. Analyst Commentary Recent Street commentary on PHINIA reflects a balanced mix of optimism on the company’s fundamental positioning and caution around medium term execution and sector demand assumptions.Actualización de narrativa • Nov 20
PHIN: Future Earnings Guidance And M&A Activity Will Drive Shareholder Value
Analysts have revised PHINIA's price target downward by $3 to $61, citing softer 2026 projections from the group's latest outlook. Analyst Commentary Following the recent update to PHINIA's outlook and revised price targets, analyst opinions remain mixed, with both optimism and caution reflected in their assessments.Actualización de narrativa • Nov 04
PHIN: Share Buyback And Margin Expansion Will Drive Future Value Creation
Analysts have modestly increased their fair value estimate for PHINIA by $1.00 to $59.20. This reflects updated profit margin forecasts, which more than offset softer revenue growth expectations and a slightly higher discount rate.Actualización de narrativa • Oct 08
Advanced Fuel Systems And Aftermarket Expansion Will Open Future Markets
Analysts have raised PHINIA's fair value estimate from $56 to $58.20 per share, citing updated industry multiples and improved production forecasts as key drivers for the upward revision. Analyst Commentary Following recent updates to industry multiples and stronger production forecasts, analysts have revised their perspectives on PHINIA's outlook.Artículo de análisis • Sep 16
Is PHINIA (NYSE:PHIN) A Risky Investment?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Artículo de análisis • Aug 01
We Think PHINIA's (NYSE:PHIN) Solid Earnings Are Understated
Investors signalled that they were pleased with PHINIA Inc.'s ( NYSE:PHIN ) most recent earnings report. According to...Artículo de análisis • Jun 19
Return Trends At PHINIA (NYSE:PHIN) Aren't Appealing
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...Artículo de análisis • May 29
Is There An Opportunity With PHINIA Inc.'s (NYSE:PHIN) 42% Undervaluation?
Key Insights The projected fair value for PHINIA is US$75.69 based on 2 Stage Free Cash Flow to Equity PHINIA's...Artículo de análisis • Apr 29
PHINIA Inc. Just Missed Earnings - But Analysts Have Updated Their Models
The analysts might have been a bit too bullish on PHINIA Inc. ( NYSE:PHIN ), given that the company fell short of...Artículo de análisis • Apr 09
PHINIA (NYSE:PHIN) Takes On Some Risk With Its Use Of Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Artículo de análisis • Mar 06
PHINIA (NYSE:PHIN) Has Some Way To Go To Become A Multi-Bagger
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Artículo de análisis • Feb 16
PHINIA Inc. Just Missed Earnings - But Analysts Have Updated Their Models
It's been a good week for PHINIA Inc. ( NYSE:PHIN ) shareholders, because the company has just released its latest...Seeking Alpha • Jan 01
Phinia Outpacing Its Rivals, But Weak Auto Demand Has Caught Them
Summary Phinia has done okay in a challenging 2024, as the company has been able to get some pricing despite weaker volumes in passenger and commercial vehicles. Phinia can benefit from slower EV adoption, as more stringent efficiency mandates for gasoline and diesel vehicles drives demand for its fuel injection systems, particularly higher-priced GDI systems. Despite weaker revenue, margins have held up well, and a return to some growth in FY'25 and beyond can drive mid-teens EBITDA margins and stronger FCF generation. A roughly 10% expected return over 6-12 months makes Phinia a borderline buy/"quality hold", but its core markets should be bottoming over the next six months. Read the full article on Seeking AlphaArtículo de análisis • Dec 22
Is PHINIA (NYSE:PHIN) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Artículo de análisis • Nov 30
Why Investors Shouldn't Be Surprised By PHINIA Inc.'s (NYSE:PHIN) 26% Share Price Surge
PHINIA Inc. ( NYSE:PHIN ) shares have had a really impressive month, gaining 26% after a shaky period beforehand. The...Artículo de análisis • Nov 18
PHINIA (NYSE:PHIN) Is Paying Out A Dividend Of $0.25
PHINIA Inc. ( NYSE:PHIN ) will pay a dividend of $0.25 on the 13th of December. This means that the annual payment will...Artículo de análisis • Nov 08
PHINIA's (NYSE:PHIN) Soft Earnings Are Actually Better Than They Appear
Shareholders appeared unconcerned with PHINIA Inc.'s ( NYSE:PHIN ) lackluster earnings report last week. Our analysis...Artículo de análisis • Oct 17
PHINIA's (NYSE:PHIN) Returns Have Hit A Wall
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Nueva narrativa • Sep 24
Green Energy Initiatives And Decisive Refinancing Propel Future Growth And Market Share Expansion
Investments in alternative fuel technologies position PHINIA for growth in green energy markets, promising significant future revenue from sustainability trends.Artículo de análisis • Aug 27
PHINIA (NYSE:PHIN) Takes On Some Risk With Its Use Of Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$141m |
| Dec 31 2025 | US$11m | US$1m | US$130m |
| Sep 30 2025 | n/a | n/a | US$90m |
| Jun 30 2025 | n/a | n/a | US$108m |
| Mar 31 2025 | n/a | n/a | US$76m |
| Dec 31 2024 | US$10m | US$969k | US$79m |
| Sep 30 2024 | n/a | n/a | US$107m |
| Jun 30 2024 | n/a | n/a | US$75m |
| Mar 31 2024 | n/a | n/a | US$96m |
| Dec 31 2023 | US$8m | US$781k | US$102m |
| Sep 30 2023 | n/a | n/a | US$144m |
| Jun 30 2023 | n/a | n/a | US$234m |
| Mar 31 2023 | n/a | n/a | US$240m |
| Dec 31 2022 | US$4m | US$669k | US$262m |
Compensación vs. Mercado: La compensación total de Brady($USD11.39M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD7.00M).
Compensación vs. Ingresos: La compensación de Brady ha sido consistente con los resultados de la empresa en el último año.
CEO
Brady Ericson (53 yo)
2.8yrs
Permanencia
US$11,387,945
Compensación
Mr. Brady D. Ericson serves as Independent Director of Fastenal Company since January 16, 2025. He served as President and General Manager of BorgWarner Fuel Systems & Aftermarket at BorgWarner Inc. since...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 2.8yrs | US$11.39m | 1.05% $ 29.1m | |
| Senior VP & CFO | 2.8yrs | US$2.88m | 0.18% $ 5.1m | |
| Senior VP | 2.8yrs | US$1.75m | 0.096% $ 2.7m | |
| Senior VP & Chief Human Resource Officer | 2.8yrs | US$1.61m | 0.095% $ 2.6m | |
| VP & Chief Strategy Officer | 1.8yrs | US$1.45m | 0.036% $ 990.2k | |
| VP, Controller & Chief Accounting Officer | no data | sin datos | 0.024% $ 662.9k | |
| VP & CTO | 2.8yrs | US$1.60m | 0.084% $ 2.3m | |
| Senior VP & Chief Information Officer | 2.8yrs | US$1.42m | 0.053% $ 1.5m | |
| Vice President of Investor Relations | no data | sin datos | sin datos | |
| VP & Chief Purchasing Officer | 2.8yrs | sin datos | 0.027% $ 741.0k | |
| VP & Treasurer | no data | sin datos | sin datos | |
| VP & GM of Global Aftermarket | 4.3yrs | sin datos | 0.024% $ 676.8k |
2.8yrs
Permanencia media
49.5yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de PHIN se considera experimentado (2.8 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 2.8yrs | US$11.39m | 1.05% $ 29.1m | |
| Independent Director | 2.8yrs | US$265.01k | 0.054% $ 1.5m | |
| Independent Director | 2.8yrs | US$252.51k | 0.065% $ 1.8m | |
| Independent Non-Executive Chairman | 2.9yrs | US$355.01k | 0.084% $ 2.3m | |
| Independent Director | 1.8yrs | US$245.01k | 0.020% $ 565.5k | |
| Independent Director | 2.8yrs | US$252.51k | 0.10% $ 2.8m | |
| Independent Director | 2.8yrs | US$247.51k | 0.045% $ 1.2m | |
| Independent Director | 2.8yrs | US$265.01k | 0.054% $ 1.5m |
2.8yrs
Permanencia media
60.5yo
Promedio de edad
Junta con experiencia: La junta directiva de PHIN no se considera experimentada (2.8 años de permanencia promedio), lo que sugiere una nueva junta directiva.
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/26 14:47 |
| Precio de las acciones al final del día | 2026/05/26 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
PHINIA Inc. está cubierta por 7 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| James Picariello | BNP Paribas |
| Thomas Scholl | BNP Paribas |
| Federico Merendi | BofA Global Research |