In the last 2 years, I posted several times about GNTX and how I thought they were a great buy. The market is "shining down upon them" today with a 4.5% gain.
While we are going over the hill in the current automotive economic cycle and the industry is dealing with the inane tariffs, GNTX is performing pretty well on their fundamentals. At this economic cycle point, you would expect GM, Op and net margins to contact a bit. With the tariffs causing headwinds too, you would expect to see more impact on their financials, but they are clearly making the adjustments to mitigate impact on their organization.
Attached you will see their returns on equity for 20 years. In 2008 and 2009, they kept ROE at 9%. This was a remarkable feat given the automotive industry was getting pounded. From 2010 on, they have trended their ROE up from 15% to 24%
My other posts on this remarkable company that controls the dimmable mirror market are below:
Look in the rear mirror at their financials and I can tell you that it is crystal clear!
