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Nexteer Automotive Group (1316) investor relations material
Nexteer Automotive Group Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Launched 12 new programs in Q1 2026, including the first Steer-by-Wire (SbW) program in production and significant new business wins in APAC.
Achieved $6.0B in bookings, with strong momentum across REPS, RWS, CEPS, and Columns, and a CEPS breakthrough with an incumbent customer.
On track for record revenue and above-market growth, with margin expansion driven by increased revenue and performance improvements.
Financial highlights
Q1 2026 bookings totaled $1.6B, with 75% from new conquest programs and 36% from North America.
Sustained strong booking momentum, with expectations for additional SbW awards and the first EMB program win later in 2026.
Outlook and guidance
Anticipates record revenue for 2026, continued above-market growth, and further margin expansion.
Actively engaging with OEMs on tariff reimbursement, NA EV recoveries, and geopolitical cost mitigation.
Additional SbW booking opportunities and first EMB program win targeted in the second half of 2026.
- Record revenue, margin expansion, and strong APAC growth with $6B in new bookings.1316
H2 20249 Jul 2026 - Record Q1 launches, $0.8B bookings, and motion-by-wire expansion drive APAC-led growth.1316
Q1 20259 Jul 2026 - Flat revenue, higher EBITDA and gross margin, but net profit fell on tax and impairments.1316
H1 20249 Jul 2026 - Record revenue and margin expansion in 2025, with APAC and innovation driving 2026 growth.1316
Q4 202524 Mar 2026 - Net profit surged 304.5% on 6.8% revenue growth, led by Asia Pacific and new program launches.1316
H1 20259 Dec 2025 - Q3 saw strong bookings, APAC EV launches, and reaffirmed guidance amid manufacturing expansion.1316
Q3 202526 Nov 2025 - Strong Q3 bookings and new EV launches drive growth, with China and COEMs leading momentum.1316
Q3 202413 Jun 2025
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