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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“the Latitude received FAA certification for new features of the Garmin 5000 avionics suite.”
Textron's Citation Latitude gained certification for new Garmin 5000 avionics features, reflecting Garmin's supplier content on Textron aircraft.
“adding Garmin Emergency Autoland along with other avionics and aircraft enhancements”
Garmin's Emergency Autoland avionics technology is being integrated into Textron's Gen3 aircraft platform upgrades, a well-received new product feature.
“MYLAPS allows us the opportunity to improve the overall race experience for customers from the sign-up process on through to race day”
Garmin's MYLAPS acquisition (race timing) is being leveraged across running, racing and equine markets to improve the race experience.
“we expect revenue to decrease year-over-year as we have reached the peak of BMW domain controller volumes”
Garmin's auto OEM revenue is set to decline as BMW domain-controller volumes peak and legacy programs wind down.
“this program is with renowned global automaker, Mercedes-Benz and will broadly apply across their portfolio of passenger car models with significant volumes ramping up in 2027.”
Garmin's next domain-controller program is with Mercedes-Benz, applying broadly across its passenger-car portfolio with volumes ramping in 2027.
“We also announced our collaboration with Meta to explore new ways of interacting with the vehicle.”
Garmin's auto OEM unit announced a collaboration with Meta to explore new in-vehicle interaction methods.
“we announced our collaboration with health care payments provider, Truemed, to assist customers using pre-tax Health Savings Account and Flexible Savings Account funds for qualifying purchases of select Garmin products.”
Garmin partnered with Truemed to let customers use HSA/FSA funds for eligible Garmin products; Garmin later called it a significant sales outlet.
“we shipped the 3 millionth BMW domain controller, demonstrating our capability as a respected Tier 1 supplier to the automotive market”
BMW is Garmin's flagship Auto OEM customer; the 3-millionth domain controller marks scale, though the program has anniversaried and may pressure 2026 revenue.
“We recently shipped our one millionth BMW domain controller from our US manufacturing facility, demonstrating our capability as a respected tier-one supplier to the North American automotive market.”
Hitting the one-millionth-unit milestone with BMW underscores Garmin's growing auto OEM domain-controller business ahead of its next-generation program launch.
“During the quarter, Embraer recognized Garmin Ltd. as the top supplier in the electrical and electronic systems category for the tenth consecutive year, validating the long-term investments we have made in creating innovative products and building strong relationships with our customers.”
Embraer's repeated top-supplier recognition signals a durable, high-quality OEM relationship for Garmin's aviation segment.
“Yesterday, we announced the acquisition of MyLabs, a global market leader in timing and performance analysis for athletic, motorsports, and equestrian competition. MyLabs supports an impressive customer base, including the Boston Marathon, Ironman, and Formula One racing, to name just a few.”
Garmin acquired MyLabs, a race-timing and performance-analysis company, to combine its devices with MyLabs' timing technology and expand its addressable market.
“Honda Motor Company announced the 50th anniversary model of the iconic Gold Wing motorcycle featuring a complete infotainment solution from Garmin.”
Honda's 50th-anniversary Gold Wing motorcycle features a complete Garmin infotainment solution.
“We were also named Supplier of the Year by Cirrus Aircraft, reflecting our commitment to create the best products and provide outstanding service to our customers.”
Garmin was named Cirrus Aircraft's Supplier of the Year, reflecting its Aviation segment customer relationship.
“Pilatus Aircraft announced the new PC-12 PRO featuring our G3000 Prime flight deck, which with deliveries expected to begin later this year. Pilatus also selected the G3000 Prime for the PC-7 MKX military training aircraft, demonstrating versatility to serve both civilian and military applications.”
Pilatus Aircraft selected Garmin's G3000 Prime flight deck for both its new PC-12 PRO civilian aircraft and PC-7 MKX military trainer.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Ivan Feinseth | Tigress Financial Partners | 13 (0%) |
| Ben Bollin | Cleveland Research | 13 (8%) |
| Erik Woodring | Morgan Stanley |
| 12 (8%) |
| Joe Cardoso | JPMorgan | 12 (8%) |
| Noah Zatzkin | KeyBanc Capital Markets | 9 (0%) |
| Dave MacGregor | Longbow Research | 8 (0%) |
| George Wang | Barclays | 5 (0%) |
| Joe Nolan | Longbow Research | 5 (0%) |
| Ron Epstein | Bank of America | 4 (0%) |
| Alyssa Shreves | Barclays | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Cleveland Research | 1 | 13 (8%) |
| Tigress Financial Partners | 1 | 13 (0%) |
| Longbow Research | 2 | 13 (0%) |
| Morgan Stanley | 1 | 12 (8%) |
| Barclays | 3 | 12 (0%) |
| JPMorgan | 1 | 12 (8%) |
| KeyBanc Capital Markets | 1 | 9 (0%) |
| Bank of America | 2 | 8 (0%) |
Garmin's first-ever $2 billion+ quarter saw revenue of $2.1 billion up 17% with pro forma EPS of $2.79 rising 21% as Fitness delivered 42% growth. Mercedes-Benz was revealed as the next Auto OEM domain controller partner, and Auto OEM posted an operating loss of $49 million for full-year 2025 as BMW peaks. New FY2026 guidance of approximately $7.9 billion revenue and $9.35 EPS was introduced, representing continued strong growth.
Demand | Revenue Growth | Competitive Dynamics | Innovation & R&D | Product Launch | Margin | Trade Tariffs | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 1 | 4 | 2 | 2 | 5 | 1 | 1 |
| 2025Q1 | 7 | 2 | 1 | 3 | 3 | 2 | 6 | |
| 2025Q2 | 5 | 2 | 1 | 5 | 1 | 1 | 1 | |
| 2025Q3 | 8 | 3 | 3 | 1 | 3 | 2 | 2 | 1 |
| 2025Q4 | 6 | 6 | 3 | 5 | 3 | 1 | 1 | |
| 2026Q1 | 8 | 3 | 4 | 3 | 3 | 1 | 4 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 5 | 7 | 5 | 8 | 6 | 8 |
| Revenue Growth | 1 | 2 | 2 | 3 | 6 | 3 |
| Competitive Dynamics | 4 | 1 | 1 | 3 | 3 | 4 |
| Innovation & R&D | 2 | 3 | 5 | 1 | 5 | |
| Product Launch | 2 | 3 | 1 | 3 | 3 | 3 |
| Margin | 5 | 2 | 1 | 2 | 3 | |
| Trade Tariffs | 1 | 6 | 2 | 1 | 1 | |
| Cost Pressure | 1 | 1 | 1 | 1 | 4 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GRMN Garmin | 8 | +14.2% | |
| APH Amphenol | 9 | +58.4% | |
| COHR Coherent, Inc. | 9 | +20.6% | |
| FLEX Flex Ltd. | 9 | +16.9% | |
| FTV Fortive | 5 | -27.5% | |
| GLW Corning Inc. | 9 | +20.1% | |
| JBL Jabil | 9 | +11.8% | |
| KEYS Keysight Technologies | 10 | +31.7% | |
| SNDK Sandisk Corporation | 9 | +251.0% | |
| TDY Teledyne Technologies | 8 | +7.6% | |
| TEL TE Connectivity | 8 | +14.5% | |
| TRMB Trimble Inc. | 9 | +11.8% |