Verified call record已核验电话会记录 · 2026-07-24

GNTX · Gentex Q2 FY2026 earnings call record财报电话会记录

Verbatim, receipt-bound excerpts from the earnings-call transcript. This is a source record, not a synthesized analysis or recommendation.来自财报电话会文字记录的原文、可追溯摘录。这是来源记录，不是综合分析或推荐。

Open ticker dossier打开个股档案GNTX

12 exact excerpts 条原文摘录 23 numeric receipts 个数值回执 B governed source tier 治理来源层级 Transcript present电话会文本已具备

The record记录内容

Call language, kept intact.电话会表述，保持原貌。

The excerpts below are selected from the source record under the bounded evidence policy. Wording is not paraphrased; numbers remain the exact spans captured from the call.以下摘录按受限证据策略从来源记录中选出。文字未被改写；数字保持电话会中捕获的精确片段。

performancesegment_changesq_and_a

“Automotive revenue declined approximately 3% year-over-year, reflecting lower revenue in Europe, Japan, Korea, and China, which was largely offset by strength in North America.”

Steve Downing · CEOclaim_d2713667480e333eee9586ac8dd0f95d

Exact numeric spans精确数值片段3%

performanceq_and_a

“Premium audio revenue increased 16% year-over-year to $51.7 million, while aerospace, biometrics, fire protection, and automotive aftermarket revenue collectively increased approximately 12%.”

Steve Downing · CEOclaim_fcc693ba93f5c3496e380ab98659d123

Exact numeric spans精确数值片段16%51.7 million12

marginsq_and_a

“Gross margin for the second quarter was 37%, compared to 34.2% in the second quarter of last year, representing an increase of 280 basis points.”

Steve Downing · CEOclaim_f2a4525a9dcef6ee0a68d2369caf3253

Exact numeric spans精确数值片段37%34.2%280

marginsrisksq_and_a

“In total, the company received approximately $38 million of IEEPA tariff reimbursements during the quarter, of which roughly $18 million reduced cost of goods sold and favorably impacted gross margin.”

Steve Downing · CEOclaim_2daabd7461edbe514b4d4d60c53d9192

Exact numeric spans精确数值片段38 million18 million

performancesegment_changesq_and_a

“Looking at the segment revenue, automotive net sales were $560.1 million in the second quarter, down from $578.1 million in the second quarter of 2025.”

Kevin Nash · CTOclaim_c8a77d4d9f79c173468a01f1ac6f62a4

Exact numeric spans精确数值片段560.1 million578.1 million

demandriskssegment_changesq_and_a

“Many of our international customers are focused on de-risking their supply base by increasing the amount of localized production in each region where they operate.”

Neil Boehm · CEOclaim_2e8aa56e4530daf3be3fdc5e1806610e

demandsegment_changesq_and_a

“Specifically, several of our European customers are requiring manufacturing locations in the region to support their vehicles that are built and sold in Europe.”

Neil Boehm · CEOclaim_ea4f5015cfaeca60c89e5abb3aa999ec

guidancesegment_changesq_and_a

“The company's light vehicle production assumptions for the third quarter of 2026 and calendar years 2026 and 2027 are based on the mid-July 2026 Mobility global outlook for North America, Europe, Japan, Korea, and China.”

Steve Downing · CEOclaim_4a1c5f5a3ebf7114255b5cf709018da3

Exact numeric spans精确数值片段2026202620272026

guidanceq_and_a

“Based on this outlook, global light vehicle production is expected to decline approximately 2% in the third quarter of 2026 compared to last year, and approximately 3% for the full year.”

Steve Downing · CEOclaim_684dd296f477233ddc4007d23c05dd53

Exact numeric spans精确数值片段2%20263%

demandq_and_a

“Forecasted vehicle production volumes for the third quarter of 2026 and calendar years 2026 and 2027 are shown in our press release from this morning.”

Steve Downing · CEOclaim_a95f455d00a266472726daadc17d1a38

Exact numeric spans精确数值片段202620262027

risksq_and_a

“As we entered 2026, we knew geopolitical challenges would continue to pressure our business in China, and we also expected ongoing headwinds within our base mirror business.”

Steve Downing · CEOclaim_b7f9281066f91da490b2798eea10304a

Exact numeric spans精确数值片段2026

guidanceperformanceq_and_a

“Just thinking about your revenue targets to next year, 5.5% growth, thereabout.”

James Picarielloclaim_821cda9e2445334683193be50672f753

Exact numeric spans精确数值片段5.5%

Inspect the source receipts检查来源回执35 bound spans个已绑定片段

Each row identifies the source body, transcript segment and byte span used to verify the visible text.每行标识用于核验可见文本的来源正文、电话会片段和字节范围。

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