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The Goodyear Tire & Rubber Company recently confirmed it will report its Q4 2025 results after the market close on February 9, 2026, against the backdrop of its ongoing Goodyear Forward restructuring program and portfolio divestitures.
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Investor focus has shifted toward Goodyear’s push into higher-margin premium tires, including a US$320 million upgrade of its Lawton, Oklahoma plant to support electric and autonomous vehicle demand while reducing reliance on imported supply.
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We will now examine how this earnings milestone and the Lawton facility investment shape Goodyear’s investment narrative and future positioning.
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To own Goodyear today, you need to believe the Goodyear Forward plan can convert a historically low-margin, capital-heavy tire maker into a leaner, premium-focused business without eroding its already thin financial cushion. The upcoming Q4 2025 release on February 9, 2026, is now a key checkpoint: after a large goodwill impairment and recent net losses, the market will be watching whether cash generation and interest coverage are stabilizing or slipping further. The US$320 million Lawton investment and fresh leadership in the Americas sharpen the near-term catalyst around execution in higher-margin EV and autonomous vehicle tires, but they also raise the bar on capital discipline at a time when free cash flow has been under pressure. With the share price already outperforming the broader market, any hint that volumes, pricing, or returns on this capex lag expectations could quickly refocus attention on leverage and funding risk.
However, investors should not overlook how rising capital intensity could interact with Goodyear’s current debt load. Goodyear Tire & Rubber’s shares have been on the rise but are still potentially undervalued by 16%. Find out what it’s worth.
Six Simply Wall St Community fair value estimates span from about US$6.94 to a very large US$1,238.37, showing just how far apart views on Goodyear sit. When you set that against today’s focus on execution risk around Lawton and the upcoming Q4 2025 print, it underlines why checking multiple viewpoints before forming an opinion on the stock’s prospects can be useful.
Explore 6 other fair value estimates on Goodyear Tire & Rubber – why the stock might be a potential multi-bagger!
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include GT.
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