FINWIRES · TerminalLIVE
FINWIRES

Research Alert: Gntx Beats Q1 2026, Raises Revenue Guidance

By

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

Gentex Corporation (GNTX) posted Q1 adjusted EPS of $0.48 vs. $0.43 (+12%), three cents ahead of consensus. Net sales rose 17% to $675M ($26M ahead of consensus) and gross margin expanded 60 bps to 33.8% (10 bps ahead of consensus). Net sales were negatively impacted by a 6% decline in mirror shipment volumes, fully offset by the acquired VOXX assets which contributed total revenue of $89M during the quarter. The margin improvement was driven by favorable product mix, operational efficiencies, and purchasing cost reductions. GNTX raised 2026 revenue guidance to $2.65B-$2.75B from $2.6B-$2.7B previously. All other guidance was unchanged. In Q1, GNTX repurchased 3.3M shares at an average price of $22.01 in Q1. This was a solid release all-around, with sales and margins exceeding expectations and increased full-year guidance, which we think few investors were expecting from an auto supplier this earnings season, considering fundamental headwinds. We think the release indicates the turnaround story is on track.

Related Articles

Research

Research Alert: CFRA Keeps Hold Opinion On Shares Of Eqt Corp.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target price remains $62, a combination of relative valuation and DCF models. On a relative basis, we apply a 6.2x multiple of enterprise value to projected 2027 EBITDA, above EQT's historical forward average. We think a small premium is defendable, given an improving operating cost profile. Our DCF model, using medium-term free cash flow growth of 4%, terminal growth of 2%, and WACC of 6.7%, yields a value of $70 per share. We lift our 2026 EPS estimate by $0.04 to $4.85 and 2027's by $0.01 to $4.68. Natural gas pricing has dissipated to a degree recently, leading EQT to pull back some production in Q2, but we still see modest volume growth in 2026. Longer-term growth drivers tied to data centers and liquefied natural gas export demand look intact, in our view. We think the most positive development is the improvement in free cash flow. Net debt levels are creeping closer to management's targeted levels.

$EQT
Research

Research Alert: CFRA Lifts Opinion On Adss Of America Movil S.a.b. De C.v. To Buy From Hold

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target price by USD4 to USD30, 14.4x our 2026 earnings per ADS estimate, a premium to its five-year forward average P/E at 12.2x. We trim our 2026 earnings per ADS estimate by MXN0.80 to MXN36.20 and raise 2027's by MXN1.20 to MXN39.40. AMX reported strong performance in Colombia, Peru, and Central America, emphasizing improvements in broadband, postpaid growth, cost control, and digitalization across the region. There was an acceleration in both postpaid subscriber growth and broadband accesses, with the base increasing 8.8% and 6%, respectively, compared to the prior-year quarter. Service revenue growth in the fixed line platform was supported by rapid residential demand in specific regions, including Eastern Europe, Central America, Peru, and Ecuador. Cash flow was robust, allowing coverage of capital expenditure, share buybacks, labor obligations, and a reduction in net debt.

$AMX
Research

Research Alert: CFRA Reiterates Buy Opinion On Shares Of Pool Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month price target by $17 to $269, based on 24x our 2026 EPS estimate (up from 23x), a discount to POOL's 26x five-year average forward multiple, reflecting cyclical headwinds to new pool construction. We raise our 2026 EPS estimate to $11.20 from $10.95 and raise 2027's to $11.94 from $11.81, reflecting strong Q1 chemical (+8% Y/Y), equipment (+7% Y/Y) sales growth and gradual improvement in building materials growth (+5% Y/Y). We reiterate our Buy opinion, viewing management's 2026 EPS guidance of $10.87-$11.17 as achievable given low single-digit sales growth and flat operating margins, with upside as tariff cost impacts wane. We think POOL's unmatched scale (455 sales centers) provides it key advantages, including a differentiated product portfolio, ability to ramp private label product sales, and technology (POOL360) and supplier partnerships that support the company's ability to gain market share of the 5.5 million installed pool base in the U.S.

$POOL