Revenue: As of FY2025 Q3, the actual value is USD 655.24 M, missing the estimate of USD 669.42 M.EPS: As of FY2025 Q3, the actual value is USD 0.46, missing the estimate of USD 0.4667.EBIT: As of FY2025 Q3, the actual value is USD 122.33 M.<h3>Segment Revenue</h3><ul><li>Automotive Products: $573.7 million for Q3 2025, $596.5 million for Q3 2024, $1,715.7 million for the nine months ended September 30, 2025, and $1,733.4 million for the same period in 2024.</li><li>Premium Audio Products: $43.0 million for Q3 2025, $87.5 million for the nine months ended September 30, 2025.</li><li>Other: $38.6 million for Q3 2025, $12.0 million for Q3 2024, $86.7 million for the nine months ended September 30, 2025, and $38.3 million for the same period in 2024.</li></ul><h3>Operational Metrics</h3><ul><li>Gross Profit: $225.2 million for Q3 2025, $204.1 million for Q3 2024, $642.2 million for the nine months ended September 30, 2025, and $594.9 million for the same period in 2024.</li><li>Operating Expenses: $102.8 million for Q3 2025, $78.3 million for Q3 2024, $288.4 million for the nine months ended September 30, 2025, and $224.9 million for the same period in 2024.</li><li>Income from Operations: $122.3 million for Q3 2025, $125.7 million for Q3 2024, $353.8 million for the nine months ended September 30, 2025, and $370.0 million for the same period in 2024.</li><li>Net Income: $100.9 million for Q3 2025, $122.5 million for Q3 2024, $291.9 million for the nine months ended September 30, 2025, and $316.8 million for the same period in 2024.</li></ul><h3>Cash Flow</h3><ul><li>Operating Cash Flow: $461.6 million for the nine months ended September 30, 2025, compared to $343.8 million for the same period in 2024.</li><li>Capital Expenditures: $103.4 million for the nine months ended September 30, 2025, compared to $103.0 million for the same period in 2024.</li></ul><h3>Unique Metrics</h3><ul><li>Automotive Mirror Unit Shipments: 11.2 million units for Q3 2025, 12.2 million units for Q3 2024, 34.4 million units for the nine months ended September 30, 2025, and 36.9 million units for the same period in 2024.</li></ul><h3>Future Outlook and Strategy</h3><ul><li>Core Business Focus: The Company’s current forecasts for light vehicle production for the fourth quarter of 2025, and full years 2025 and 2026, are based on the mid-October 2025 S&amp;P Global Mobility forecast for light vehicle production in North America, Europe, Japan/Korea, and China. Global light vehicle production for the fourth quarter of 2025 is expected to decline approximately 4%, versus the fourth quarter of 2024. Full-year 2025 production in the Company’s primary markets is expected to be down 1% year-over-year, while production in North America is projected to fall approximately 2% in 2025 compared to 2024.</li><li>Non-Core Business: The Company continues to work with other aircraft manufacturers that have an interest in its dimmable window technology regarding potential additional programs. The Company also continues to develop its intelligent medical lighting system and assess system performance to obtain necessary approvals.</li><li>Priority: The Company announced certain changes to its full-year 2025 guidance as of October 24, 2025, reflecting the anticipated impact of all known tariffs effective as of October 23, 2025. The most recent guidance includes consolidated revenue of $2.50 – $2.60 billion, gross margin of 33.5% – 34%, and operating expenses (excluding severance) of $380 – $390 million.</li></ul>

Gentex | 10-Q: FY2025 Q3 Revenue Misses Estimate at USD 655.24 M