“The increase was primarily due to cash flows from operations, including increases in accounts payable and accrued liabilities, offset by cash outflows related to share repurchases, dividend payments, capital expenditures, and investment purchases during the t…”10-Q · May 6, 2026 ↗
Gentex Corporation
GNTX
Market read
Gentex Corporation's current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 41 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.
- Gentex said approximately $18 million of IEEPA tariff reimbursements reduced cost of goods sold in the three months ended June 30, supporting the gross-margin increase.
Invalidation: The isolated read changes if GNTX's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 41 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- Gentex said approximately $18 million of IEEPA tariff reimbursements reduced cost of goods sold in the three months ended June 30, supporting the gross-margin increase.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +9.6% year over year.
- Operating cash flow covered net income at 1.53x in the latest annual period.
- Product pipeline and R&D has repeated favorable evidence across 3 filings.
- Operating margin changed -1.2 percentage points in the latest annual period.
- Net margin changed -2.3 percentage points in the latest annual period.
- Capital investment and capacity has repeated adverse evidence across 4 filings.
- P/E is 50% below the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 120% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 11, 2026
22.80Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“On a non-GAAP basis, consolidated adjusted earnings per diluted share attributable to Gentex were $0.48 for the first quarter of 2026, compared to $0.43 for the first quarter of 2025 (which did not include VOXX), excluding the impact of impairment charges, ac…”10-Q · May 6, 2026 ↗
“These improvements were partially offset by incremental tariff‑related costs, which reduced gross margin in 2025 by approximately 110 basis points, net of recoveries, compared to calendar year 2024.”10-K · Feb 24, 2026 ↗
“30 Engineering, research and development expenses for the first quarter of 2026 increased by $5.7 million, when compared with the first quarter of 2025, primarily due to the VOXX acquisition, as well as staffing and engineering related professional fees.”10-Q · May 6, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 2.0× · EV/sales 1.9×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for GNTX. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for GNTX. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind GNTX
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
BAThe Boeing CompanycustomerMay 6, 2026 ▾
“Dimmable Aircraft Windows The Company continues to manufacture and sell variable dimmable windows for the passenger compartment on the Boeing 787 Dreamliner series of aircraft.”
BAThe Boeing CompanysupplierFeb 24, 2026 ▾
“Dimmable Aircraft Windows The Company continues to manufacture and sell variable dimmable windows for the passenger compartment on the Boeing 787 Dreamliner series of aircraft.”
GMGeneral Motors CompanycustomerFeb 24, 2026 ▾
“The Company is currently supplying mirrors and electronic modules for Aston Martin, BMW Group, Bendix Commercial, Daimler Group, Faraday Future, Ferrari, Ford Motor Co., Geely/Volvo, General Motors, Harley Davidson, Honda Motor Co., Hyundai/Kia, Isuzu Motors,…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
GNTX is currently a Follower in the organic co-movement group Homebuilding & Building Products. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.