The Goodyear Tire & Rubber Company · NASDAQ:GT
The Goodyear Tire & Rubber — Q4 2025 Earnings Presentation
6 slides from The Goodyear Tire & Rubber's earnings presentation, Feb 19, 2026
Slide 1: Supplemental Information Q4 2025
SUPPLEMENTAL INFORMATION Q4 2025 February 19, 2026
Slide 2: Company Overview
COMPANY OVERVIEW Industry Portfolio of Pervasive Diverse Innovation(a) Leader(a) Brands Distribution End Markets (a) Sales • Largest tire • 2 world-class • Expansive network of 11% company in North innovation centers distribution partners 30% America 59% • 7 tire proving • ~750 company- Americas EME
Slide 3: Modeling Assumptions
MODELING ASSUMPTIONS Volume Sensitivities Pricing Translational Foreign Currency (Impact on Goodyear's Annual Units in 000's) (Annual Impact of Effective Pricing Yield) (Annual Impact on FX portion of SOI Walk) • 1% Δ in U.S. Consumer OE Industry ~85 • 1% Δ in U.S. Consumer Replacement ~55 • +/- 0.0
Slide 4: Raw Materials
RAW MATERIALS(a) Raw materials are ~45% of tire COGS Global Raw Material Spend ~70% of raw materials are influenced by oil prices FY 2025 ($5.6 Billion) Natural Rubber • P&L impact lags spot rates by 1-2 22% quarters depending on commodity Synthetc Rubber* 22% Fabric* 8% ~65% of raw materials
Slide 5: Pension Update
PENSION UPDATE Total Global Cash Flow Net Global Unfunded / Global Pension Impact (a) (b) (Overfunded) Obligations (a) (c) Expense (a) (d) $181 $138 $138 $120 $95 $65 $125 $83 $122 $108 $69 $90-100 $90-110 $90-110 $54 $25-$50 $25-$50 $25-$50 2023 2024 2025 2026E 2027E 2028E 2023 2024 2025 2026E 2027
Slide 6: Q4 Consumer ≥18" Sales
Q4 CONSUMER ≥18” SALES 2025 Q4 2024 Q4 AMER 44% 41% +300 pts EMEA 27% 24% +300 pts ASIA 52% 49% +300 pts TOTAL 41% 38% +300 pts P.6 Company Overview Modeling Assumptions Pension Market Segmentation
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