|GNTX Overview
GNTX

GENTEX CORP

Industrials • CIK: 0000355811

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Market Cap
$5.07B
P/E (TTM)
13.4x
Rev Growth (TTM)
+9.6%
Net Margin (TTM)
15.2%
FCF Yield (TTM)
9.0%
FCF Margin (TTM)
18.1%

LATEST EARNINGS

Q4 FY2025
about 1 month ago
View source
Revenue
$644.40M
+19.0%
Net Income
$93.27M
+6.4%
EPS
$0.43
+10.3%
Gross
34.8% +2.3%
Operating
18.6% +2.1%
Net
14.5% -1.7%
  • Consolidated net sales increased 19% to $644.4 million in Q4 2025, driven by the VOXX acquisition.
  • Core Gentex gross margin improved by 300 basis points to 35.5% in Q4 2025, reaching its highest level since H1 2021.
  • Core Gentex income from operations increased 25.3% year-over-year in Q4 2025.
  • Capital returned to shareholders increased 35% to $425.9 million in FY2025, with $319.0 million in share repurchases.

Cash Flow Health

Free Cash Flow8/8 positive
TTM$458M
Q4 '25
$100M-10%
Q3 '25
$111M-17%
FCF Margin
TTM18.1%
Q4 '2515.5%-9%
Sector: 5.4%Top 10%
OCF Margin23.2%
OCF/NI1.53x
CapEx Coverage4.5x
FCF Yield9.0%
FCF Growth (2Y)+34%
Cash Conversion Cycle
108 days
DSO: 51+DIO: 102DPO: 45

Capital Allocation & Returns

Shareholder Friendly
Total Shareholder YieldTTM
TTM8.3%
Div Yield2.1%
+
Buyback (TTM)6.2%

Strong capital returns to shareholders

Dividend & Payout Metrics
Dividend Yield (TTM)2.1%
FCF Payout Ratio22.9%
Free Cash Flow (TTM)$458.0M
Stock Repurchases (TTM)$315.5M
Capital Return / FCF91.9%
Est. Dividends Paid (TTM)$104.7M
Shows how management rewards shareholders

Operational Efficiency & Returns

Return on Invested CapitalTTM
16.0%
Stable
-0.0% YoY-1.6%
P25MedianP75
75th pctl (med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
15.6%
8Q: 16.0%
Asset Turnover
0.89x
8Q: 0.88x
Leverage (1+D/E)
1.00x
D/E: 0.00x
DuPont: 13.9%16.0% ROIC
Asset & CapEx Efficiency
Fixed Asset Turn
3.29x
8Q:3.36x
-24.4%
Invested Cap Turn
1.22x
8Q:1.21x
+7.9%
CapEx Intensity
6.2%
8Q:6.7%
CapEx/Depreciation
1.24x
Asset-based ROIC formula

QUARTERLY TRENDS

Last 8 quarters + TTM

MetricTTMQ4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
Revenue
$2.5B
$644.4M1.7%
$655.2M0.4%
$657.9M14.1%
$576.8M6.5%
$541.6M11.0%
$608.5M6.2%
$572.9M2.9%
$590.2M
Operating Income
$473.9M
$120.1M1.8%
$122.3M3.2%
$118.5M4.9%
$113.0M25.9%
$89.8M28.6%
$125.7M9.4%
$114.9M11.2%
$129.3M
Net Income
$384.8M
$93.0M7.9%
$101.0M5.1%
$96.0M1.2%
$94.9M8.2%
$87.7M28.5%
$122.5M42.4%
$86.0M20.5%
$108.2M
Operating Cash Flow
$587.1M
$125.5M14.6%
$147.0M11.5%
$166.1M11.9%
$148.5M3.8%
$154.4M82.3%
$84.7M34.5%
$129.3M0.5%
$129.9M
Free Cash Flow
$458.0M
$99.8M10.4%
$111.4M17.5%
$135.0M20.8%
$111.8M0.8%
$112.7M148.4%
$45.4M53.5%
$97.5M0.5%
$98.0M
Total Equity
N/A

Valuation Analysis

Fair Value
Price-to-EarningsTTM
13.4x
Volatile
8Q: 58.5x-2807%
Valuation Lenses
Earnings
13.4x
vs sector
Cash Flow
10.6x
EV/FCF vs
Growth-Adj
1.4xPEG
Fair for growth
Quality-Adj
0.8P/E per %ROIC
ROIC: 16.0%
Shareholder Returns
Dividend
2.1%
Buyback
6.2%
Total Yield
8.3%
Market Cap$5.07B
EV$4.87B
Multi-angle valuation analysis with sector context

Business Quality & Moat

Overall Quality Score
89/100
Exceptional

Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)

Returns on Capital

Return on Equity (ROE)Above Avg
15.6%
8Q:
Return on Invested Capital (ROIC)Top 25%
16.0%
8Q:
Flat
vs Sector:0.1%

DuPont Analysis (ROIC = NOPAT Margin × Asset Turnover)

NOPAT Margin: 15.6%
Asset Turnover: 0.89x

Earnings Quality

Cash Conversion

1.53x

OCF / Net Income

FCF Consistency

Positive quarters

Competitive Moat Indicators

Pricing Power

Gross Margin34.2%

Capital Efficiency

Invested Capital Turnover1.22x

Working Capital

Cash Conversion Cycle108 days

Growth Quality & Momentum

Moderate Growth
Growth Quality Score
70/100
Growth 40%
Margins 30%
FCF 20%
Consistency 10%

Growth Rates

Revenue Growth YoY
9.6%
OpInc Growth YoY
33.8%
EPS Growth YoY
-0.6%
FCF 3Y CAGR
33.7%

Growth Quality Analysis

Efficient Growth: Free cash flow growing faster than revenue

Margin Quality & Sustainability

Moderate
Profitability Cascade
Gross
34.2%
Operating
18.7%
Top 25% in sector
Net
15.2%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
FCF vs Net Gap
+2.9 pts
FCF: 18.1% | Net: 15.2%

Quality = stability + cash conversion + low dilution

Balance Sheet & Solvency

Fortress
Net Debt / EBITDA
Net Cash
(0.0x)Net Cash: $147.24M
Interest Coverage
+Net cash position: $147.24M
Leverage Metrics
Debt-to-Equity
0.00x
Balance sheet risk & solvency analysis