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Jun 30, 2025
Gentex Q2 2025 Earnings Report
Gentex reported higher revenue and profitability in Q2 2025, driven by the VOXX acquisition and margin improvement efforts.
Key Takeaways
Gentex delivered strong Q2 2025 results with revenue of $657.9M and net income of $96M, supported by the VOXX acquisition and improved gross margins despite weaker China sales.
Completed VOXX acquisition contributing $78.8M in revenue
Core Gentex gross margin rose to 35.3%, up 240 bps YoY
Repurchased 5.7M shares worth $126.2M
China sales fell short of forecasts due to tariffs, but offset by Full Display Mirror growth
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Gentex raised its full-year 2025 revenue and margin guidance, factoring in VOXX contributions, but expects headwinds from tariffs and weaker light vehicle production.
Positive Outlook
- Raised full-year revenue guidance to $2.44–$2.61B
- Gentex stand-alone gross margin expected at 34–34.5%
- VOXX expected to contribute $240–$280M revenue
- Continued margin improvement initiatives targeting 35–36% long-term core margin
- Strong Full Display Mirror and advanced feature growth
Challenges Ahead
- China sales impacted by counter-tariffs
- Global light vehicle production expected down 3% YoY in 2025
- North America vehicle production projected to fall ~4% in 2025
- Tariff-related costs expected to persist
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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