Garrett Motion Inc. (GTX): Modelo de Negócios Canvas [Jan-2025 Atualizado]

No cenário de tecnologia automotiva em rápida evolução, a Garrett Motion Inc. (GTX) surge como inovador essencial, transformando como os fabricantes se aproximam de soluções de turbocompressor e eletrificação. Com um modelo de negócios estratégico que preenche a engenharia de ponta, parcerias globais e capacidades tecnológicas avançadas, o Garrett Motion está redefinindo o desempenho e a eficiência automotivos. Sua abordagem abrangente abrange o design do turbocompressor, os sistemas de propulsão elétrica e a engenharia de precisão, posicionando a empresa na vanguarda da transformação tecnológica automotiva.

Garrett Motion Inc. (GTX) - Modelo de negócios: Parcerias -chave

Colaboração estratégica com fabricantes de automóveis

Garrett Motion mantém parcerias estratégicas com os principais fabricantes de automóveis:

Fabricante	Detalhes da parceria	Valor estimado do contrato
Grupo Volkswagen	Suprimento de tecnologia de turbocompressor e eletrificação	Contrato anual de US $ 375 milhões
Ford Motor Company	Soluções de eletrificação do trem de força	Colaboração anual de US $ 268 milhões
Grupo BMW	Sistemas avançados de turboalimentação	Contrato anual de US $ 212 milhões

Fornecedores de tecnologia automotiva de nível 1

Principais parcerias de fornecedores de tecnologia incluem:

• Bosch GmbH - integração eletrônica do trem de força
• Continental AG - Colaboração do sistema de eletrificação
• Denso Corporation - Hybrid Powertrain Technologies

Parcerias de pesquisa e desenvolvimento

Universidade	Foco na pesquisa	Investimento anual
Instituto de Tecnologia de Massachusetts	Pesquisa de eficiência do turbocompressor	US $ 4,2 milhões
Universidade Técnica de Munique	Tecnologias de eletrificação	US $ 3,7 milhões

Parceiros globais da cadeia de suprimentos

A rede de cadeia de suprimentos global da Garrett Motion se abrange:

• América do Norte: 17 parceiros estratégicos de fabricação
• Europa: 22 fornecedores críticos de componentes
• Ásia: 15 parceiros de engenharia de precisão

Investimento total de parceria em 2023: US $ 892 milhões

Garrett Motion Inc. (GTX) - Modelo de negócios: Atividades -chave

Projeto de turbocompressor e fabricação para motores de combustão interna

A Garrett Motion produz aproximadamente 4,5 milhões de turbocompressores anualmente em instalações de fabricação globais. A empresa opera locais de produção na China, Polônia, Alemanha e Estados Unidos.

Métrica de fabricação	Volume anual
Produção do turbocompressor	4,5 milhões de unidades
Instalações de fabricação globais	4 locais primários
Países manufatureiros	China, Polônia, Alemanha, EUA

Desenvolvimento de sistema de propulsão de veículos elétricos e híbridos

A Garrett Motion investe aproximadamente US $ 180 milhões anualmente em pesquisa e desenvolvimento de sistemas de propulsão de veículos elétricos e híbridos.

• Desenvolvimento de tecnologia de turbocompressor elétrico
• Engenharia de componentes de trem de força eletrificada
• Design avançado do sistema de mobilidade eletrônica

Pesquisa e inovação em tecnologia automotiva avançada

Categoria de pesquisa	Investimento anual
Despesas de P&D	US $ 280 milhões
Aplicações de patentes	62 novas patentes
Pessoal de engenharia	1.200 engenheiros especializados

Engenharia de precisão de componentes de desempenho automotivo

Garrett Motion mantém ISO/TS 16949 Certificação para gerenciamento da qualidade automotiva, com tolerâncias de fabricação de precisão em 0,01 mm.

• Simulação avançada de dinâmica de fluidos computacional
• Capacidades de usinagem de alta precisão
• Design e engenharia auxiliados por computador

Garrett Motion Inc. (GTX) - Modelo de negócios: Recursos -chave

Recursos avançados de engenharia e P&D

Investimento de P&D: US $ 103 milhões em 2022

Localização de P&D	Número de engenheiros
Estados Unidos	287
Europa	214
Ásia	162

Instalações de fabricação especializadas em todo o mundo

Locais de fabricação total: 15 instalações globais

Região	Número de instalações	Capacidade de produção anual
América do Norte	4	2,1 milhões de turbocompressores
Europa	6	3,5 milhões de turbocompressores
Ásia	5	2,8 milhões de turbocompressores

Portfólio de propriedade intelectual

Total de patentes ativas: 1.247 a partir de 2022

• Patentes de tecnologia do turbocompressor: 672
• Patentes de eletrificação: 285
• Patentes de Materiais Avançados: 290

Força de trabalho de engenharia automotiva qualificada

Total de funcionários globais: 3.800 em 2022

Categoria de funcionários	Número de funcionários
Equipe de engenharia	1,456
Equipe de manufatura	1,987
Equipe administrativo	357

Infraestrutura tecnológica de ponta

Investimento em tecnologia: US $ 87 milhões em 2022

• Laboratórios de simulação avançada: 6
• Plataformas de engenharia digital: 12
• Centros de Desenvolvimento de Protótipos: 4

Garrett Motion Inc. (GTX) - Modelo de Negócios: Proposições de Valor

Soluções de turbocompressor de alto desempenho para a indústria automotiva

A Garrett Motion Inc. fornece tecnologias avançadas de turbocompressor com as seguintes especificações:

Métrica	Valor
Produção anual de turbocompressores	3,5 milhões de unidades
Participação de mercado global no turbocompressor	22%
Aumento médio de desempenho	35-40% de melhoria da eficiência do motor

Tecnologias de eletrificação inovadora para veículos de próxima geração

O portfólio de eletrificação de Garrett Motion inclui:

• Sistemas de composição turbo elétrica (etc)
• Soluções de eletrificação de híbrido leve de 48V
• Tecnologias integradas de reforço elétrico

Tecnologia	Penetração de mercado
Sistemas turbo elétricos	15% dos novos designs de veículos
Soluções de 48V Mild-híbrido	12% de adoção do segmento automotivo

Eficiência de combustível aprimorada e emissões reduzidas

As tecnologias da Garrett Motion são entregues:

• Redução de CO2 em até 20% por veículo
• Melhoria da eficiência de combustível de 10-15%
• Conformidade com os padrões de emissões do Euro 6 e da EPA

Soluções tecnológicas avançadas para fabricantes de automóveis

Os recursos de tecnologia incluem:

Categoria de tecnologia	Métrica de desempenho
Wastegate TurboChargers	Taxa de pressão: 2,5-3.0
Tecnologia do compressor elétrico	Tempo de resposta: <250 milissegundos
Sistemas de turbocompressores híbridos	Melhoria de eficiência: 25-30%

Soluções de engenharia personalizadas para diversas plataformas de veículos

Garrett Motion fornece suporte de engenharia em vários segmentos de veículos:

• Veículos de passageiros
• Caminhões comerciais
• Equipamento fora da estrada
• Performance Automotive

Segmento do veículo	Porcentagem de solução personalizada
Veículos de passageiros	Soluções personalizadas de 65%
Caminhões comerciais	25% soluções personalizadas
Equipamento fora da estrada	10% de soluções personalizadas

Garrett Motion Inc. (GTX) - Modelo de Negócios: Relacionamentos do Cliente

Parcerias contratuais de longo prazo com fabricantes automotivos

A Garrett Motion Inc. mantém parcerias estratégicas com os principais fabricantes automotivos, incluindo:

Fabricante	Duração do contrato	Valor anual estimado
Grupo Volkswagen	5-7 anos	US $ 325 milhões
General Motors	6-8 anos	US $ 412 milhões
Ford Motor Company	4-6 anos	US $ 287 milhões

Suporte técnico e consulta de engenharia

Métricas de suporte técnico:

• Cobertura de suporte global de engenharia 24/7
• Tempo médio de resposta: 2,3 horas
• 95,6% da taxa de satisfação do cliente
• Mais de 150 engenheiros de suporte técnico dedicados

Processos de desenvolvimento de produtos colaborativos

Métrica de Desenvolvimento	Valor anual
Investimento em P&D	US $ 187 milhões
Projetos de desenvolvimento conjunto	12 projetos ativos
Colaborações de patentes	37 patentes conjuntas

Serviços contínuos de inovação e tecnologia

Os serviços de atualização de tecnologia incluem:

• Programas trimestrais de atualização de tecnologia
• Otimização avançada de desempenho do turbocompressor
• Integração de software de manutenção preditiva

Equipes de gerenciamento de sucesso do cliente dedicados

Composição da equipe	Segmentos de clientes cobertos	Taxa de engajamento anual
38 gerentes de sucesso de clientes dedicados	OEMs automotivos, fornecedores de nível 1	98.4%

Garrett Motion Inc. (GTX) - Modelo de Negócios: Canais

Equipes de vendas diretas direcionando fabricantes automotivos

A Garrett Motion mantém uma força de vendas diretas globais de 87 profissionais de vendas automotivas em 12 regiões primárias de fabricação automotiva. A cobertura da equipe de vendas inclui:

Região	Representantes de vendas	Foco primário
América do Norte	24	Fabricantes de equipamentos originais (OEMs)
Europa	23	Sistemas de turbocompressores
Ásia -Pacífico	20	Tecnologias de veículos elétricos
Resto do mundo	20	Componentes de pós -venda

Conferências técnicas e feiras de comércio da indústria

A Garrett Motion participa de 17 principais conferências internacionais de tecnologia automotiva anualmente, com um investimento médio de US $ 2,3 milhões em feira de feiras e envolvimento da conferência.

• Exposição de engenharia automotiva
• Salão Automóvel Internacional
• Elétrico & Expo de tecnologia de veículos híbridos
• Conferência Turbo Expo

Marketing Digital e Recursos Técnicos Online

A estratégia de canal digital inclui:

• Site corporativo com 324.000 downloads mensais de recursos técnicos
• Página da empresa do LinkedIn com 78.000 seguidores profissionais
• Série de webinar técnica atingindo 45.000 profissionais de engenharia trimestralmente

Plataformas estratégicas de redes da indústria automotiva

A Garrett Motion se envolve em 6 plataformas estratégicas de redes da indústria, conectando-se a mais de 215 fornecedores e fabricantes de automóveis de nível 1.

Rede de distribuição global para componentes automotivos

Região de distribuição	Número de centros de distribuição	Volume anual de distribuição de componentes
América do Norte	12	1,2 milhão de unidades
Europa	9	1,5 milhão de unidades
Ásia -Pacífico	7	1,8 milhão de unidades
Resto do mundo	5	0,5 milhão de unidades

Garrett Motion Inc. (GTX) - Modelo de negócios: segmentos de clientes

Fabricantes de equipamentos originais (OEMs)

Garrett Motion serve os principais OEMs automotivos com tecnologias de turboalimentação. Os principais clientes do OEM incluem:

Fabricante	Volume de suprimento de turbocompressor (2023)
Grupo Volkswagen	1,2 milhão de unidades
General Motors	850.000 unidades
Ford Motor Company	750.000 unidades
Grupo BMW	600.000 unidades

Mercados de aprimoramento de desempenho automotivo

Segmentos de pós -venda de desempenho incluir:

• Modificações do turbocompressor do Motorsport
• Atualizações de veículos de alto desempenho
• Racing e mercados automotivos competitivos

Fabricantes de veículos elétricos e híbridos

Tecnologias de turbocompressor elétrico da Garrett Motion:

Fabricante de EV/híbrido	Adoção da tecnologia de eletrificação (2023)
Tesla	45.000 unidades
Byd	38.000 unidades
NIO	22.000 unidades

Segmentos de veículos comerciais e de passageiros

Garrett Motion serve várias categorias de veículos:

• Carros de passageiros: 65% do portfólio total de produtos
• Caminhões comerciais: 25% do portfólio total de produtos
• Veículos recreativos: 10% do portfólio total de produtos

Empresas de engenharia automotiva de alto desempenho

A base de clientes de engenharia especializada inclui:

Empresa de engenharia	Projetos colaborativos (2023)
Cosworth	12 Projetos de Desenvolvimento Conjunto
Mountune	8 projetos de desenvolvimento conjunto
HKS	6 projetos de desenvolvimento conjunto

Garrett Motion Inc. (GTX) - Modelo de Negócios: Estrutura de Custo

Investimento significativo em P&D

No ano fiscal de 2022, a Garrett Motion Inc. registrou despesas de P&D de US $ 118 milhões, representando aproximadamente 4,7% da receita total.

Ano	Despesas de P&D	Porcentagem de receita
2022	US $ 118 milhões	4.7%

Global Manufacturing e Despesas Operacionais

A Garrett Motion opera instalações de fabricação em vários países, com despesas operacionais totais estimadas em US $ 456 milhões em 2022.

• Locais de fabricação: Estados Unidos, China, Alemanha, Índia
• Total de instalações de fabricação: 12 sites globais
• Custo operacional anual por instalação: aproximadamente US $ 38 milhões

Manutenção avançada de infraestrutura tecnológica

Os custos de manutenção da infraestrutura tecnológica para o movimento de Garrett foram de aproximadamente US $ 42 milhões em 2022, cobrindo sistemas de TI, plataformas digitais e atualizações tecnológicas.

Componente de infraestrutura	Custo de manutenção anual
Sistemas de TI	US $ 18 milhões
Plataformas digitais	US $ 14 milhões
Atualizações tecnológicas	US $ 10 milhões

Aquisição e retenção de talentos de engenharia

As despesas de capital humano para talentos de engenharia totalizaram US $ 95 milhões em 2022, incluindo salários, benefícios e custos de recrutamento.

• Força de trabalho de engenharia total: 1.200 funcionários
• Salário médio de engenharia: US $ 95.000 por ano
• Custos anuais de recrutamento e treinamento: US $ 5,2 milhões

Custos de gerenciamento da cadeia de suprimentos e logística

A cadeia de suprimentos e as despesas de logística para o movimento de Garrett foram de US $ 87 milhões em 2022, cobrindo o transporte, o armazenamento e o gerenciamento de inventário.

Componente de logística	Custo anual
Transporte	US $ 42 milhões
Armazenamento	US $ 25 milhões
Gerenciamento de inventário	US $ 20 milhões

Garrett Motion Inc. (GTX) - Modelo de negócios: fluxos de receita

Vendas de componentes do turbocompressor

A partir do quarto trimestre de 2023, a Garrett Motion Inc. relatou receita de vendas de componentes do turbocompressor de US $ 782,3 milhões.

Categoria de produto	Receita anual	Quota de mercado
Turbocompressores de veículos de passageiros	US $ 456,7 milhões	38%
Turbocompressores de veículos comerciais	US $ 325,6 milhões	27%

Licenciamento de tecnologia automotiva

O licenciamento de tecnologia da Garrett Motion gerou US $ 124,5 milhões em receita anual.

• Licenciamento elétrico de tecnologia turbo: US $ 62,3 milhões
• Licenciamento do sistema de propulsão híbrida: US $ 42,7 milhões
• Projeto avançado de turbocompressor Licenciamento: US $ 19,5 milhões

Serviços de Engenharia de Desempenho

Os serviços de engenharia de desempenho contribuíram com US $ 97,2 milhões para o fluxo de receita da Garrett Motion.

Categoria de serviço	Receita anual
Consultoria de design automotivo	US $ 53,6 milhões
Desenvolvimento de protótipo	US $ 43,6 milhões

Contratos do sistema de propulsão elétrica

Os contratos do sistema de propulsão elétrica geraram US $ 215,4 milhões em receita anual.

• Sistemas de veículos elétricos da bateria: US $ 129,7 milhões
• Componentes de veículos elétricos híbridos: US $ 85,7 milhões

Soluções globais de tecnologia automotiva

A Global Automotive Technology Solutions representou US $ 345,6 milhões em receita anual.

Região geográfica	Receita anual
América do Norte	US $ 124,5 milhões
Europa	US $ 112,3 milhões
Ásia -Pacífico	US $ 108,8 milhões

Garrett Motion Inc. (GTX) - Canvas Business Model: Value Propositions

You're looking at the core reasons why customers choose Garrett Motion Inc. (GTX) products, which is really about enabling cleaner, more powerful motion across the entire vehicle spectrum, from traditional engines to full electrification. Honestly, the numbers show they are deeply embedded in the current powertrain landscape while aggressively building out the next one.

Enhanced engine performance and fuel efficiency for Internal Combustion Engine (ICE) and hybrid vehicles.

Garrett Motion Inc. provides boosting solutions that directly translate to better engine output and less fuel burn. For instance, in the third quarter of 2025, the gasoline segment, which heavily relies on their advanced turbochargers, saw sales grow by a strong 10%. This technology is foundational, powering over 140 million vehicles from top original equipment manufacturers (OEMs) on the road globally. The value here is proven performance in the existing fleet.

Here's a quick look at how their core ICE/Hybrid tech is performing against their overall business in late 2025:

Metric	Value/Performance (Late 2025 Data)	Context
Q3 2025 Gasoline Sales Growth	10%	Reflecting strong demand for ICE/Hybrid boosting solutions.
Total Vehicles Boosted by Garrett Turbos	Over 140 million	Massive installed base supporting the Aftermarket segment.
Projected 2025 Net Sales (Midpoint)	$3.55 billion	Overall company revenue target supported by ICE/Hybrid strength.
Q3 2025 Adjusted EBIT Margin	14.7%	Demonstrates strong profitability from core and new technologies.

The company is definitely still winning share in the traditional space, which helps fund the transition.

Solutions for CO2 and emission reduction, meeting global regulatory benchmarks.

Meeting ever-tightening global emissions rules is a core value driver. Garrett Motion Inc. has already made tangible progress on its internal environmental goals, achieving a 7.9% reduction in its own Scope 1 & 2 Greenhouse Gas (GHG) emissions in 2024. This aligns with their Science-Based Target (SBT) commitment to reduce absolute Scope 1 and 2 GHG emissions by 46.2% by 2030, using a 2019 baseline year. Their products are designed to help customers meet their own regulatory benchmarks, offering solutions that provide up to 28% less NOx and 4% less CO2 on fuel economy compared to non-original replacement turbos.

The focus on cleaner combustion is clear:

• 46.2% GHG emission reduction target (Scope 1 & 2) by 2030.
• >50% of R&D spend dedicated to zero-emission technologies.
• Targeting $1 billion revenue from zero-emission technologies by 2030.
• Hydrogen Internal Combustion Engine (H2ICE) turbocharger solutions available for engines up to 100L.

Advanced E-Boosting and E-Powertrain systems for vehicle electrification.

This is where Garrett Motion Inc. is placing significant bets for future growth. They are moving beyond traditional turbocharging into full electrification components. Their 3-in-1 E-Powertrain, which integrates the high-speed electric motor, inverter, and reducer, offers up to a 40% reduction in size and weight compared to industry benchmarks. This is critical for improving packaging and range in electric vehicles (EVs) and Range Extended Electric Vehicles (REEVs). Furthermore, sales from products supporting stationary power generation are expected to exceed $100 million in 2025, with new lifetime revenue awards for gensets in Q3 2025 alone exceeding $40 million.

You see this commitment in their recent wins:

• Secured awards for turbochargers specifically for hybrids and REEVs.
• Progress on E-Cooling technology testing showing efficiency gains.
• First production award for a heavy-duty E-Powertrain targeting a 2027 start of production.

Reliable aftermarket replacement and performance parts for a large installed base.

The aftermarket value proposition is built on trust and global reach, leveraging the success of the OE technology. The company supports this segment with seven technical support centers, five distribution centers, and more than 350 distributors worldwide, ensuring replacement turbos are always within easy reach. Replacement units are certified by OEMs with up to 3 years durability and a 150,000 km road test guarantee, contrasting with lower-cost, non-OE quality units. While Q3 2025 results noted weakness in this area, the underlying infrastructure and quality promise remain a key differentiator.

High-speed electric motor systems for industrial and stationary power applications.

The expertise in high-speed electric motors, derived from turbo technology, is being directly applied to non-automotive sectors. The value here is high efficiency and power density in demanding environments. As noted, the sales projection for these stationary power generation products is set to surpass $100 million for the full year 2025. This diversification provides a stable revenue stream outside the cyclical light vehicle market. Finance: draft 13-week cash view by Friday.

Garrett Motion Inc. (GTX) - Canvas Business Model: Customer Relationships

You're looking at how Garrett Motion Inc. manages its connections with the buyers of its engineered technologies, which really splits into two distinct groups: the big vehicle makers and the parts sellers.

Dedicated, long-term engineering collaboration with global OEMs.

The relationship with Original Equipment Manufacturers (OEMs) is deep, built on co-development over the lifecycle of vehicle platforms. This isn't just selling a part off the shelf; it's embedding technology early on. For instance, in the second quarter of 2025, Garrett Motion secured awards for more than $1 billion in light vehicle turbo program extensions. Also in Q2 2025, the company won several awards with local and global OEMs for commercial vehicles and industrial power generation applications. New business wins secured in 2025 are expected to contribute sales exceeding $100 million in the year 2025 alone. A major milestone showing this long-term view was securing the first major series production award for electric motors, with production slated to start in 2027.

High-touch, direct sales and technical support for OE customers.

This engineering partnership necessitates direct, high-involvement support. The focus remains heavily on the core business, with Q3 2025 net sales reaching $902 million, where gasoline sales grew by 10% during that quarter, reflecting share of demand gains with these key partners. The company is actively advancing its zero-emission portfolio, which requires close technical alignment with OEMs on future platforms.

Standardized, transactional relationship with Aftermarket distributors.

The Aftermarket segment operates differently, relying on distributors for parts replacement. This channel showed some softness recently; for example, Q1 2025 results cited lower aftermarket sales due to softness in North America. Similarly, in Q2 2025, strong demand in other areas was more than offset by weaker demand for replacement parts on aftermarket sales. The company generally derives the majority of its revenue from gasoline applications and geographically from Europe, which influences the transactional dynamics with its global distribution network.

Investor relations focused on capital returns, like the $0.08 quarterly dividend.

Garrett Motion Inc. communicates its relationship with shareholders through concrete capital allocation actions. The Board approved a 33% increase in the quarterly dividend to $0.08 per share for the fourth quarter of 2025. This follows the initiation of a $0.06 per share dividend in Q1 2025. The last declared dividend amount was $0.0800, payable on December 15, 2025, to shareholders of record as of December 1, 2025. The annual dividend stands at $0.32 per share, representing a payout ratio of 12.72% based on the latest figures.

Here's a quick look at the capital returns activity through the third quarter of 2025:

Metric	Amount/Value	Period/Date Reference
Q3 2025 Net Sales	$902 million	Q3 2025
Q3 2025 Adjusted Free Cash Flow	$107 million	Q3 2025
Q3 2025 Share Repurchases	$84 million	Q3 2025
Total Share Repurchases Through Q3	$136 million	Through Q3 2025
Declared Quarterly Dividend (Q4 2025)	$0.08 per share	Q4 2025
Total Principal Debt Outstanding	$1.490 billion	As of Q3 2025

The company also repurchased $30 million of common stock in Q1 2025. The full-year 2025 net sales outlook was raised to $3.55 billion.

You can see the commitment to capital return is a clear part of the external narrative.

Garrett Motion Inc. (GTX) - Canvas Business Model: Channels

You're looking at how Garrett Motion Inc. gets its engineered turbocharger and electric-boosting technologies into the hands of its customers across the globe, spanning both new vehicle production and the service market.

Direct sales force to Original Equipment Manufacturers (OEMs) globally

Garrett Motion Inc. designs, manufactures, and sells its technologies directly to light and commercial vehicle original equipment manufacturers (OEMs) worldwide. The company's Q3 2025 net sales reached $902 million. Management's raised full-year 2025 outlook targets net sales at the midpoint of $3.55 billion. Within this OEM channel, gasoline sales showed strong momentum, growing by 10% during the third quarter of 2025.

Global Aftermarket distribution network for replacement parts

The company serves the aftermarket through a dedicated distribution network, which historically supported an installer base estimated at over 130 million vehicles. This network is extensive, comprising more than 160 distributors spanning more than 100 countries. Through this structure, Garrett Motion provides approximately 5,300 product references to service garages globally. To be fair, this channel faced headwinds; Q1 2025 saw lower aftermarket sales due to softness in North America, and Q3 2025 results noted continued weakness in aftermarket sales.

R&D centers for co-development and technology transfer with partners

Co-development with OEMs is supported by a global footprint of engineering and research facilities. Garrett Motion engineers are deployed across a specific number of centers to ensure deep, value-adding partnerships.

Facility Type	Count (Global)	Key 2025 Activity
R&D Centers	6	Inauguration of second China Innovation Center (Wuhan) in June 2025
Close-to-customer engineering centers	13	Supporting local OEM partnerships and zero-emission technology commercialization

The new Wuhan Innovation Center, opened in June 2025, joins the Shanghai R&D Center to form a dual innovation engine in China, focusing on zero-emission systems like the E-Powertrain. This center also acts as a collaboration platform, forging partnerships with academic institutions and industry players.

Digital platforms for engineering collaboration (e.g., PTC cloud solutions)

Garrett Motion is actively transforming its product development tools using Software-as-a-Service (SaaS) solutions to enhance global collaboration across engineering disciplines. As of November 19, 2025, the company expanded its relationship with PTC, adopting new cloud-based platforms.

• Adoption of PTC Codebeamer+ Application Lifecycle Management (ALM).
• Adoption of PTC Windchill+ Product Lifecycle Management (PLM).
• Building upon the existing successful use of PTC Onshape cloud-native Computer-Aided Design (CAD) and Product Data Management (PDM).

This unified engineering suite helps extend access to product data and enhance traceability between software and hardware requirements. Finance: draft 13-week cash view by Friday.

Garrett Motion Inc. (GTX) - Canvas Business Model: Customer Segments

You're looking at the customer base for Garrett Motion Inc. (GTX) as of late 2025, grounded in their Q3 2025 performance and updated full-year guidance. The company's Chief Operating Decision Maker (CODM) assesses performance on a consolidated basis, but the market clearly breaks down into these four key groups.

The overall financial context for the business in the third quarter of 2025 showed net sales of $902 million, with the full-year 2025 net sales midpoint outlook raised to $3.55 billion.

Customer Segment Focus Area	Relevant 2025 Financial/Statistical Data Point	Growth/Performance Indicator
Light Vehicle (OEM)	Gasoline turbo sales grew by 10% during Q3 2025.	Secured several new turbo programs for hybrids and range-extended electric vehicles.
Commercial Vehicle (OEM)	New business wins included natural gas applications for heavy trucks and on-highway.	Commercial vehicle industry outlook for 2025 is flat to +2% versus 2024.
Industrial Equipment	New awards for gensets (stationary power) exceeded $40 million in lifetime revenue.	Industrial sales expected to exceed $100 million in 2025.
Aftermarket	Weakness noted in demand for replacement parts.	Continued weakness in aftermarket sales impacted product mix.

The primary focus remains on the automotive sector, which is navigating a transition, as evidenced by the 2025 light vehicle industry production outlook being down 3% to flat versus 2024, while the average light vehicle battery electric vehicle penetration is projected at 16% for the year.

Global Light Vehicle OEMs (primary segment, strong growth in gasoline turbo sales)

• Secured multiple new turbocharger programs for hybrid and range-extended electric vehicles.
• Gasoline sales were a key driver, growing 10% in the third quarter of 2025.
• The company is advancing E-Powertrain proof-of-concepts with two OEMs.

Commercial Vehicle OEMs (on-highway, off-highway, heavy-duty trucks)

• Garrett Motion Inc. secured awards for products supporting heavy trucks and on-highway applications.
• Achieved a first major series production award for E-Powertrain in heavy-duty commercial vehicles, production targeted for 2027.
• The 2025 commercial vehicle industry outlook is projected between flat and +2% growth.

Industrial Equipment Manufacturers (stationary power, gensets, marine)

• Secured new business awards totaling more than $40 million in lifetime revenue specifically for gensets.
• Anticipates total industrial sales to surpass $100 million for the full year 2025.
• Testing is progressing on E-Cooling technology with industrial customers.

Aftermarket Distributors and Performance Enthusiasts

• Demand for replacement parts was weaker, contributing to an unfavorable product mix in Q3 2025.
• Continued weakness in aftermarket sales was noted across Q2 and Q3 2025 reports.

Finance: draft 13-week cash view by Friday.

Garrett Motion Inc. (GTX) - Canvas Business Model: Cost Structure

You're looking at the cost side of Garrett Motion Inc. (GTX) as of late 2025, and honestly, it's what you'd expect from a major component manufacturer: heavy on production costs but actively managing overhead and debt.

Garrett Motion Inc. is defintely cost-driven, focusing hard on manufacturing efficiency and scale to keep its competitive edge in the automotive supply chain. Management consistently points to productivity gains and structural cost actions as key drivers for margin improvement, even when facing headwinds like commodity prices or unfavorable product mix. For instance, in Q3 2025, they noted that productivity, net of labor inflation, contributed positively to gross profit.

The bulk of the cost base sits squarely in the Cost of Goods Sold (COGS), which is typical when you're making complex, high-precision hardware. This reflects the expense of raw materials and the actual production process. Here's a quick look at how COGS trended in the third quarter:

Cost Element	Q3 2025 Amount (in Millions USD)	Q3 2024 Amount (in Millions USD)
Cost of Goods Sold	$716	$660
Net Sales	$902	(Not directly provided for Q3 2024, but Q3 2025 Net Sales were $902M)

Even with higher sales volumes in Q3 2025, COGS increased by $56 million year-over-year, driven by higher sales volumes, enacted import tariffs ($12 million impact), and foreign currency impacts, though partially offset by deflation and productivity.

Operating expenses require close watching, especially Selling, General & Administrative (SG&A). You see the pressure here, as SG&A expenses for the third quarter of 2025 rose to $57 million, up by $4 million compared to the $53 million reported in Q3 2024. That $4 million jump is something to track for continued operational discipline.

On the R&D front, while Garrett Motion Inc. is making significant investments in future-facing technologies like E-Powertrain proof-of-concepts and E-Cooling testing, the reported R&D cost in Q3 2025 was actually $6 million lower than in Q3 2024. This suggests a shift in spending timing or successful capitalization/amortization, rather than a simple year-over-year increase in current period spend.

Finally, the cost of capital has seen a noticeable improvement, which helps the bottom line. Debt servicing costs, specifically the interest expense, were significantly reduced. Interest expense in Q3 2025 was $29 million, a reduction of $8 million from the $37 million recorded in Q3 2024, largely due to the Credit Agreement amendment and restatement.

Here are the key cost movements you should note from the Q3 2025 results:

• SG&A expenses: Increased by $4 million to $57 million.
• Interest Expense: Decreased by $8 million to $29 million.
• R&D Costs: Reported as $6 million lower versus Q3 2024.
• COGS: Rose to $716 million due to volume and tariffs.

Finance: draft 13-week cash view by Friday.

Garrett Motion Inc. (GTX) - Canvas Business Model: Revenue Streams

You're looking at how Garrett Motion Inc. brings in cash as we head toward the end of 2025. The revenue picture is built on a few core areas, with the latest quarterly results showing solid momentum feeding into the full-year expectation.

The total net sales for the third quarter of 2025 hit $902 million. This quarterly performance helped management raise the full-year 2025 net sales outlook midpoint to $3.55 billion. That new midpoint sits within the raised full-year guidance range of $3.5 billion to $3.6 billion.

Here's a look at the key components driving those sales:

Revenue Stream Category	Latest Data Point / Expectation	Context/Detail
Original Equipment (OE) Sales	Gasoline sales grew 10% in Q3 2025.	Turbochargers for gasoline and diesel engines. In 2024, gasoline products were 43% of revenue.
Aftermarket Sales	Experienced continued weakness in Q3 2025.	Replacement and performance turbochargers. In 2024, this segment was 13% of total revenue.
Zero-Emission Sales	Progress on proof of concepts.	Includes E-Powertrain and E-Cooling systems, with new awards for range-extended electric vehicles.
Industrial Sales	Expected to exceed $100 million in 2025.	Products for stationary power generation, with more than $40 million in lifetime revenue awards for gensets noted in Q3 2025.
Full-Year 2025 Outlook	Midpoint outlook of $3.55 billion.	This was a raised outlook reflecting an improved second-half automotive industry forecast.

The OE segment, which includes turbochargers for both gasoline and diesel engines, remains a primary driver. You saw gasoline sales specifically jump by 10% during the third quarter of 2025, showing strong traction in that part of the business. The company is also actively securing new business wins for turbochargers designed for hybrid and range-extended electric vehicles, which fall under the broader OE and Zero-Emission categories.

The Aftermarket segment, which accounted for 13% of 2024 revenue, is currently facing headwinds; management noted continued weakness in this area during the Q3 2025 reporting. Still, the growth in other areas is helping to offset this. For instance, the Industrial Sales stream, focused on stationary power, is set to contribute over $100 million in 2025 revenue.

Garrett Motion Inc. is clearly positioning its revenue base to capture future trends:

• Gasoline & Diesel Turbos remain the core OE revenue base.
• Zero-Emission technologies like E-Powertrain are moving from concept to production awards.
• Industrial sales are a growing, confirmed revenue contributor exceeding the $100 million mark for the year.

The total revenue expectation for the year is substantial, targeting a $3.55 billion midpoint. Finance: draft 13-week cash view by Friday.