The combination of raised revenue guidance, sustained margin outlook despite tariff headwinds, and strong FDM/ICMS adoption suggests pricing power and technology tailwinds are offsetting auto production declines. Monitor VOXX margin progression as a key lever for future earnings upside.
Price Chart
Executive Summary
Gentex Corporation reported Q1 2026 earnings with $0.46 EPS (GAAP), a 1.7% beat versus $0.45 consensus, and revenue of $675.4M, up 17% YoY driven by VOXX contribution and core growth. The company raised full-year 2026 revenue guidance while maintaining margin and expense outlooks.
Key Financial Metrics
Key Facts
- EPS $0.46 (GAAP) vs. $0.45 consensus, 1.7% beat
- Revenue $675.4M, up 17% YoY; core Gentex (ex-VOXX) up 2%
- VOXX contributed $88.6M in revenue and is now profitable one year post-acquisition
- Gross margin improved to 33.8% (consolidated), core Gentex at 34.0%
- Raised 2026 revenue guidance to $2.65–$2.75B from $2.60–$2.70B
- Repurchased 3.3M shares for $71.6M during the quarter
Financial Impact
Revenue guidance increase of $50M midpoint implies ~2% upside to prior expectations, driven by outperformance in core technologies and VOXX integration
Risk Factors
- Tariff-related costs: $15M capitalized in inventory; future refunds uncertain
- Commodity cost pressures from precious metals and petroleum-based inputs
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3280750 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 24, 2026 10w ago | 8-K | $22.90 $23.64 | ▲ +3.23% | ▼ −0.39% | $22.08 (−3.58%) |
Jul 24, 2026 10w ago | Press Release | $22.90 $23.64 | ▲ +3.23% | ▼ −0.39% | $22.08 (−3.58%) |
Jun 30, 2026 13w ago | Press Release | $25.27 $22.92 | ▲ +9.30% | ▲ +8.27% | $22.08 (+12.62%) |
May 15, 2026 20w ago | Insider Cluster | $22.68 $25.73 | ▲ +13.45% | ▲ +11.87% | $22.08 (−2.65%) |
May 15, 2026 20w ago | Insider Cluster | $22.68 $25.73 | ▲ +13.45% | ▲ +11.87% | $22.08 (−2.65%) |
May 15, 2026 20w ago | Insider Cluster | $22.68 $25.73 | ▲ +13.45% | ▲ +11.87% | $22.08 (−2.65%) |
May 15, 2026 20w ago | Insider Cluster | $22.68 $25.73 | ▲ +13.45% | ▲ +11.87% | $22.08 (−2.65%) |
May 15, 2026 20w ago | Insider Cluster | $22.68 $25.73 | ▲ +13.45% | ▲ +11.87% | $22.08 (−2.65%) |
Apr 30, 2026 22w ago | Insider Cluster | $23.11 $24.08 | ▲ +4.20% | ▼ −0.77% | $22.08 (−4.46%) |
Apr 24, 2026 23w ago | 8-K | $23.88 $23.40 | ▼ −2.01% | ▼ −6.04% | $22.08 (−7.54%) |
US Market Status
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