Feed / GT

The Goodyear Tire & Rubber Company

GT

Consumer Cyclical · 4.85 -3.9% today

Partial group confirmationMarket checked 2 Oct, 15:55 GMT-4

Market read

The Goodyear Tire & Rubber Company's move is spreading beyond its market group.

GT accounts for 18.1% of the group's measured movement across 7.4 effective names. raw member direction is mixed; 9 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 11%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveAligned contributor#2 of 12 by movement share
Group movement share18.1%Absolute path energy—not portfolio weight
Relative path-3.64%aligned
Effective breadth7.4 / 12broad
Relative alignment9/12downside path · 2 counter-moving
Capital-flow agreement11%not yet clean
SEQUENCE READ

GT was the first measured mover. GT crossed its material path threshold at 11:05 ET. MHK, JHX, FND followed.

EVIDENCE COVERAGE

7 of 19 members in Construction Building Products are active. 0 of 1 disclosed connections are confirming.

What would change this read
  • At least 13 of 19 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • LEN remains aligned with the group in the next market snapshot.

Invalidation: The live read weakens if participation falls to 6 of 19 members or fewer.

Watch this read

Research brief

The story so far

Consumer Cyclical · Auto Parts

GT accounts for 18.1% of the group's measured movement across 7.4 effective names. raw member direction is mixed; 9 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 11%, so confirmation is not yet clean. No verified headline preceded the measured group move.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • At least 13 of 19 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • LEN remains aligned with the group in the next market snapshot.

Company research

Understand the business, not just the ticker

As of Oct 3, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations335
Usable filing statements193
Verified relationships1
Evidence supporting the case

No qualifying supportive evidence was identified.

Evidence challenging the case
  • Latest annual revenue changed -3.2% year over year.
  • Net margin changed -9.7 percentage points in the latest annual period.
  • Foreign exchange has repeated adverse evidence across 4 filings.
  • Input and raw-material costs has repeated adverse evidence across 3 filings.
Questions before a position
  • EV/sales is 86% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Oct 2, 2026

4.85
6m-23.7%12m-42.9%24m—
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$17.5B+41.9%$2.89+12.8%
2022-12-31$20.8B+19.0%$0.71+8.3%
2023-12-31$20.1B-3.6%$-2.56-0.3%
2024-12-31$18.9B-5.9%$0.16+1.1%
2025-12-31$18.3B-3.2%$-5.99+0.0%

What management says matters

Persistent and emerging business drivers

Capital investment and capacitynegative · 4 filings
“The $606 million increase in net cash used for investing activities was primarily due to cash provided by asset dispositions of $720 million in the first three months of 2025 due to the sale of the OTR tire business, partially offset by decreased capital expe…”
10-Q · May 7, 2026 ↗
Foreign exchangemixed · 4 filings
“These decreases were partially offset by the positive impact of changes in foreign exchange rates of $3 million.”
10-Q · May 7, 2026 ↗
Credit and interest ratesmixed · 3 filings
“Net cash provided by financing activities was $820 million, primarily due to net borrowings of $807 million.”
10-Q · May 7, 2026 ↗
Input and raw-material costsnegative · 3 filings
“The increase in operating income was primarily due to lower raw material costs of $9 million, benefits related to the Goodyear Forward plan of $6 million, and favorable price and product mix of $4 million.”
10-Q · May 7, 2026 ↗

Valuation discipline

Descriptive valuation snapshot

Price/sales 0.1× · EV/sales 0.3×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

4.85-3.9% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 2 Oct, 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 GT. 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 GT. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind GT

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

COOThe Cooper Companies, Inc.partnerFeb 10, 2026 ▾

“Intangible assets are primarily comprised of rights to use the Cooper brand names and related trademarks, Cooper Tire customer relationships, and certain other brand names and trademarks.”

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

GT is currently a Participant in the organic co-movement group Construction Building Products. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name 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.