PHIN at a glance
PHINIA INC. (PHIN, SEC CIK 1968915) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on August 12, 2026 and Form 4 insider filings as recently as September 21, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), PHINIA INC. (PHIN) reported revenue of $3.5 billion (up 2.4% from FY2024) and net income of $130.0 million. Diluted EPS was $3.24.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding PHINIA INC. (PHIN) shares worth $1.8 billion in 13F-HR filings.
- In the last 90 days, PHIN insiders reported 0 open-market purchases ($0) and 7 open-market sales ($3.7M) on Form 4, a net sale of $3.7M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $3.5B
- +2.4% vs prior year
- Insiders · 90 days
- 0 buys · 7 sells
- Net −$3.7M
- 13F holders
- 31 funds
- $1.8B · −1 vs prior quarter
- Latest 8-K
- Aug 12, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: design and manufacture of integrated combustion and hybrid propulsion systems for commercial, light commercial, and passenger vehicles
- Spin-off completion July 3, 2023, creating independent public company PHINIA from BorgWarner’s Fuel Systems and Aftermarket businesses
- Acquisition of Swedish Electromagnet Invest AB for $47 million on August 1, 2025, expanding Fuel Systems segment into alternative fuel ignition systems
- Employee count, R&D spend, or geographic expansion not disclosed; notable is transition to standalone public company trading under NYSE symbol "PHIN"
Risk Factors
- Uncertainty on trade restrictions and tariffs, including 2025 U.S. export controls on rare earth metals and semiconductors, risking higher input costs and decreased demand
- Global automotive exposure to inflation pressures: energy and base metal prices up since 2024, with limited ability to fully recover increased costs from customers
- Integration risk from August 2025 SEM acquisition of alternative fuel ignition systems, including loss of key employees and potential operational disruption
- Cybersecurity threats amplified by AI risks, including social engineering and ransomware, threatening production delays and data breaches despite existing protections
- Intense global competition from larger suppliers with lower labor and tax costs and advanced AI capabilities, risking loss of market share and margin pressure
Management Discussion & Analysis
- Revenue $3,483M in 2025, up 2.4% YoY from $3,403M in 2024, driven by foreign currency and acquisition effects
- Operating margin 7.3% in 2025 vs 7.6% in 2024; net earnings margin 3.7% in 2025 vs 2.3% in 2024
- Best segment: Fuel Systems $2,320M (66.6% of sales), slight increase from $2,275M; worst segment: Aftermarket $1,306M, marginal increase from $1,282M
- Net cash used for SEM acquisition $47M ($15M cash + $32M debt extinguished); SG&A $445M flat YoY; tax provision down to $68M from $108M
- Guidance: 2026 sales expected to modestly increase excluding acquisitions; CV and LV volumes to decline mid- and low-single digits; risks from inflation, tariffs, supply constraints, and geopolitical uncertainty
AI summary of the PHIN 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $940M, up $50M or 6% YoY from $890M
- Operating margin 8.5% vs 10.0% YoY; gross margin 23.0% vs 22.1%
- Best segment Aftermarket: sales $356M, AOI $61M, margin 17.1% vs 17.1%
- Worst segment Fuel Systems: sales $584M, AOI margin 11.0% vs 11.2%
- Operating cash flow $144M vs $97M; liquidity $820M, including $370M cash and $450M revolver availability
- 2026 outlook: improved earnings and cash generation; LV volumes down mid-single digits, CV volumes down low-single digits amid tariff and macroeconomic headwinds
Risk Factors
- No risk-factors section provided; submitted text covers equity repurchases, trading arrangements, exhibits, and signatures
- Repurchase authorization increased $150 million to $750 million on January 29, 2026
- $534 million repurchased through June 30, 2026, leaving approximately $216 million available
- Repurchase timing exposed to trading price, trading volume, and general market conditions
- No directors or officers adopted, modified, or terminated Rule 10b5-1 arrangements during the quarter
AI summary of the PHIN 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Pedro Abreu appointed President, Power Systems, effective September 1, 2026
- Daniel Griffin appointed President, Aftermarket Solutions, effective September 1, 2026
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026, released July 30, 2026
- Detailed financial results contained in Exhibit 99.1 press release
Item EX-99.1: Item EX-99.1
- Q2 sales $940M, up 5.6% YoY; underlying growth 1.2% excluding FX and SEM acquisition impacts
- Net earnings $40M, down $6M; margin compressed to 4.3% from 5.2% despite adjusted EBITDA rising to $130M
Item 5.07: Submission of Matters to a Vote of Security Holders
- Eight director nominees elected, including Roger J. Wood with 32,624,479 votes for and 468,870 against
- Executive compensation approved, with 32,277,398 votes for versus 807,464 against
AI summaries of PHIN 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for PHIN
Don't miss the next PHIN filing
- Alerts as it files. A push when PHIN files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut PHIN, by share count.
- Ask anything. An AI agent that reads every PHIN filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Weerasinghe Rohan | A | Sep 18, 2026 | 42 | - |
| Weerasinghe Rohan | A | Sep 18, 2026 | 26 | - |
| Chapin Samuel R. | A | Sep 18, 2026 | 10 | - |
| Norman Daun | A | Sep 18, 2026 | 4 | - |
| Newton Latondra | A | Sep 18, 2026 | 17 | - |
| WOOD ROGER | A | Sep 18, 2026 | 10 | - |
| Kendrick Robin | A | Sep 18, 2026 | 33 | - |
| Norman Daun | A | Sep 18, 2026 | 10 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $3.4B | $3.5B |
| Gross Profit | $724.0M | $756.0M | $762.0M |
| Operating Income | - | $259.0M | $254.0M |
| Net Income | $102.0M | $79.0M | $130.0M |
| Gross Margin | - | 22.2% | 21.9% |
| Op. Margin | - | 7.6% | 7.3% |
| Net Margin | - | 2.3% | 3.7% |
| Balance Sheet | |||
| Total Assets | - | $3.8B | $3.8B |
| Equity | $1.9B | $1.6B | $1.6B |
| ROE | 5.4% | 5.0% | 8.2% |
| Per Share | |||
| EPS | $2.17 | $1.76 | $3.24 |
| Cash Flow | |||
| Operating CF | - | $308.0M | $312.0M |
Source: XBRL data in PHINIA INC. (PHIN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate PHIN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $1.78B |
| Q1 2026 | 32 | $1.42B |
| Q4 2025 | 29 | $1.26B |
| Q3 2025 | 29 | $1.17B |
| Q2 2025 | 29 | $869.1M |
| Q1 2025 | 25 | $561.6M |
| Q4 2024 | 22 | $662.4M |
| Q3 2024 | 20 | $361.0M |
- T. Rowe Price Group+596.3K (+425%)
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- Morgan Stanley+83.7K (+15%)
- State Street Corp+80.6K (+5%)
- BlackRock+59.5K (+1%)
- Bank of America Corp−103.1K (-44%)
- Two Sigma Investments−43.4K (-35%)
- JPMorgan Chase & Co−37.9K (-14%)
- BNY Mellon−14.3K (-4%)
- AQR Capital Management−12.1K (-17%)
- M&T Bank+2.4K
- Franklin Resources−132.0K
- D.E. Shaw & Co−41.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 217 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PHIN filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
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PHIN SEC filings: frequently asked questions
Are PHIN insiders buying or selling?
In the last 90 days, PHINIA INC. (PHIN) officers, directors and 10% owners reported no open-market purchases and 7 open-market sales worth $3.7 million by 6 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold PHIN stock?
As of June 30, 2026, the largest PHINIA INC. (PHIN) holders among the 13F filers tracked by SignalX were BlackRock ($477.3 million), Vanguard Portfolio Management LLC ($209.1 million), Dimensional Fund Advisors ($194.5 million), FMR LLC (Fidelity) ($187.6 million), State Street Corp ($132.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PHIN's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), PHINIA INC. (PHIN) reported revenue of $3.5 billion (up 2.4% from FY2024) and net income of $130.0 million. Diluted EPS was $3.24. The figures come from the XBRL data in the 10-K.
What are the main risks in PHIN's latest 10-K?
In the 10-K filed February 12, 2026, PHINIA INC. (PHIN) flagged: Uncertainty on trade restrictions and tariffs, including 2025 U.S. export controls on rare earth metals and semiconductors, risking higher input costs and decreased demand. Global automotive exposure to inflation pressures: energy and base metal prices up since 2024, with limited ability to fully recover increased costs from customers. (AI summary of the Risk Factors section.)
What did PHIN report in its latest 8-K?
PHINIA INC. (PHIN) filed an 8-K on August 12, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Pedro Abreu appointed President, Power Systems, effective September 1, 2026.
What are the latest PHIN SEC filings?
PHINIA INC. (PHIN) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on August 12, 2026 and a Form 4 insider filing on September 21, 2026.
What is PHIN's SEC CIK number?
PHINIA INC. (PHIN)'s SEC Central Index Key (CIK) is 1968915. EDGAR lists every PHIN filing under that number.
Ask anything about PHIN
The research agent reads PHIN's filings, financials, insider trades and 13F holders, then answers with sources.