Conversely, what we do see, and frankly, when we came IPO, that was kind of the pretext of our thesis, we see the auto replacement market being quite robust and you know, when you take a look at even the reporting channel partners that we have had so far, you know, the market is not that bad. They've reported positive store comps and, you know, we've reported rather robust AR performance with high single digits. But I would remind you that that's predominantly on the back of the market share gains that we have had last year. So, both of these are additives, but the underlying AR market is rather okay. And if you take into account the aging car fleet, you know, employment is still, you know, rather, you know, okay. People still, you know, they are going to probably cut flights, but they'll still want to go visit grandma and her family. And so they'll, instead of taking a plane, they'll drive a little bit longer. So, all of that bodes well for AR, and we anticipate that that's going to be accretive for the year.

Apr 30, 2025 / receipt, needs a key / Ivo, other | earnings call 2025-04-30 | transcript b964af83-8c33-420a-990d-0be56e555054 | chars 24389-25414 | segment 25

Anticipate double-digit adjusted EPS growth in 2026 vs. prior year

ir_statement / Sep 15, 2026 / receipt

Increasing full year 2026 guidance

ir_statement / Sep 15, 2026 / receipt

Raising guidance for core sales growth, adjusted EBITDA and adjusted EPS

ir_statement / Sep 15, 2026 / receipt

Industrial OEM delivered low-teens growth; Industrial Aftermarket remained positive with mid-single-digit expansion

ir_statement / Sep 15, 2026 / receipt

Personal Mobility and On-Highway grew 25%+

ir_statement / Sep 15, 2026 / receipt

Solid margin expansion supported by improved volume and manufacturing performance

ir_statement / Sep 15, 2026 / receipt

YoY margin performance affected by footprint realignment costs, investments in R&D and commercial front end

ir_statement / Sep 15, 2026 / receipt

INCREASING CORE GROWTH, PROFITABILITY AND ADJUSTED EPS GUIDANCE

ir_statement / Sep 15, 2026 / receipt

RAISING FULL YEAR 2026 FINANCIAL GUIDANCE

ir_statement / Sep 15, 2026 / receipt

Footprint optimization

ir_statement / Sep 15, 2026 / receipt

Operational excellence

ir_statement / Sep 15, 2026 / receipt

Reduced inventory levels

ir_statement / Sep 15, 2026 / receipt