Will Leadership Changes at Garrett Motion (GTX) Shape Its Zero-Emission Ambitions?

• On September 25, 2025, Garrett Motion announced that Jerome Maironi, Senior Vice President, General Counsel & Corporate Secretary, will retire on March 31, 2026, stepping down from his executive roles on October 1, 2025, and assisting with the transition until his departure.
• Recent analyst initiations and commentary have focused on the company's pursuit of US$1 billion in zero-emission revenue by 2030, underscoring growing market interest in Garrett Motion’s transformation toward advanced emissions technologies.
• Given the heightened analyst optimism on zero-emission growth, we'll assess how this influences Garrett Motion’s long-term investment narrative.

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Garrett Motion Investment Narrative Recap

The core investment thesis for Garrett Motion centers on its ability to balance stable cash flow from legacy turbocharger products with early-stage but fast-developing zero-emission technologies. The recent retirement notice from Jerome Maironi, while an important organizational change, does not appear to materially impact near-term catalysts such as program wins in electrified systems, nor does it alter the immediate risk surrounding the pace of the company’s electrification transition.

Among recent developments, the launch of the Wuhan Innovation Center in China is most relevant: this facility aims to accelerate Garrett’s zero-emission R&D. While this reinforces the company’s stated pivot toward electrified and fuel cell technologies, key drivers for future growth, the progress of these innovations remains crucial for mitigating exposure to the declining addressable market for traditional internal combustion engine components.

Yet, in contrast to growth optimism, investors should be aware of how persistent margin pressure from the changing sales mix may continue to affect...

Read the full narrative on Garrett Motion (it's free!)

Garrett Motion's outlook anticipates $3.8 billion in revenue and $339.1 million in earnings by 2028. This scenario implies a 3.1% annual revenue growth rate and a $38.1 million earnings increase from current earnings of $301.0 million.

Uncover how Garrett Motion's forecasts yield a $15.83 fair value, a 14% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members posted three fair value estimates for Garrett Motion ranging from US$11.24 to US$30.49. Against this diversity of opinions, the company’s continued focus on zero-emission initiatives underscores differing views on how successfully future revenue streams could offset legacy ICE declines.

Explore 3 other fair value estimates on Garrett Motion - why the stock might be worth over 2x more than the current price!

Build Your Own Garrett Motion Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Garrett Motion research is our analysis highlighting 5 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Garrett Motion research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Garrett Motion's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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