Goodyear Tire & Rubber Reports Strong Q4 Earnings

CEO highlights continued sequential improvement in earnings and margins despite industry challenges

Published on Feb. 10, 2026

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Goodyear Tire & Rubber reported fourth-quarter 2025 revenue of $4.9 billion and segment operating income (SOI) of $416 million, as management highlighted continued sequential improvement in earnings and margins across geographies despite what it described as a 'very challenging' industry environment. CEO Mark Stewart said the quarter produced the company's highest SOI and SOI margin in more than seven years and that free cash flow was 'one of the strongest on record.'

Why it matters

Goodyear's strong Q4 performance, driven by its Goodyear Forward transformation program, demonstrates the company's ability to navigate a challenging industry landscape and position itself for future growth. The results highlight Goodyear's focus on higher-value segments, new product launches, and balance sheet optimization through strategic divestitures.

The details

Stewart pointed to progress under the company's Goodyear Forward transformation program, including $1.5 billion of run-rate benefits delivered to date. He said Goodyear increased its focus on higher-value segments, launched 30% more new products than any prior year, and completed three major asset sales in 2025 that helped 'return the balance sheet to a position of health.' Gross margin expanded by 1 percentage point, which Zamarro attributed to price/mix and Goodyear Forward execution. SOI of $416 million was up about 9% year over year and up 18% when adjusting for divestitures. SOI margin was 8.5% and up 1 point excluding asset sales.

  • Goodyear reported fourth-quarter 2025 results.
  • The company received $52 million of insurance proceeds in the fourth quarter of 2024.

The players

Goodyear Tire & Rubber

A leading tire manufacturer and rubber products supplier with more than a century of innovation in its portfolio. Founded in 1898 by Frank Seiberling in Akron, Ohio, the company has grown into a global enterprise known for its engineering expertise and quality standards.

Mark Stewart

CEO of Goodyear Tire & Rubber.

Christina Zamarro

Chief Financial Officer of Goodyear Tire & Rubber.

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