Event-Driven Stocks

PHINIA INC.

PHINNYSE

Consumer Discretionary · Motor Vehicle Parts & Accessories · DE · SEC filings ↗ · Compare ⊕

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Signs5 gooddetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21
Revenue$3.48B$3.40B$3.50B$3.35B$3.23B
Operating income$254.0M$259.0M$241.0M$318.0M$174.0M
Net income$130.0M$79.0M$102.0M$262.0M$152.0M
Total assets$3.82B$3.77B$4.04B$4.07B$4.18B
Total liabilities$2.23B$2.19B$2.15B$2.43B
Equity$1.59B$1.57B$1.89B$1.64B$1.71B
EPS (diluted)$3.24$1.76$2.17$5.57$3.23
Shares out.40.8M46.2M46.2M47.0M47.0M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
7.3%
Net margin
3.7%
Return on equity
8.2%
Return on assets
3.4%
Return on capital (ROCE)
8.9%
Liabilities / assets
58.4%
Debt / equity
1.41×
Book value / share
$38.88
Revenue growth (YoY)
2.4%
Net income growth (YoY)
64.6%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Altman Z″ (distress)
2.71safe
Accruals / assets
4.8%clean
Beneish M-Score
-2.67normal
Piotroski F-Score
6/9mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
87
/ 100
Profitability 100Growth 100Catalyst 33Earnings quality 100Financial strength 100

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

5 good
  • Operating margin is positive
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)
  • Altman Z″ in the safe zone

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Insider transactions

SEC Form 4 · most recent
10 acquisitions0 disposalsnet +27,374 shares · last 10
InsiderDateTypeSharesPrice
Wood RogerDirectorMay 22, 2026Grant2,140$0.00
Walsh Meggan M.DirectorMay 22, 2026Grant2,140$0.00
Chapin Samuel R.DirectorMay 22, 2026Grant2,140$0.00
Norman DaunDirectorMay 22, 2026Grant2,140$0.00
Kendrick RobinDirectorMay 22, 2026Grant2,140$0.00
Newton LatondraDirectorMay 21, 2026Option exercise3,367
Kendrick RobinDirectorMay 21, 2026Option exercise4,724
Weerasinghe RohanDirectorMay 21, 2026Option exercise8,551
Wood RogerDirectorMar 20, 2026Grant16$0.00
Walsh Meggan M.DirectorMar 20, 2026Grant16$0.00

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 20262.7M7.8-1.1%
Apr 30, 20262.7M8.4-0.7%
Apr 15, 20262.8M8.0+2.2%
Mar 31, 20262.7M7.0+7.1%
Mar 13, 20262.5M5.5+17.4%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Corporate family

Spun off from BorgWarnerBWA · Jul 2, 2023

From the spin-off filings we track. Follow a company to walk its own history.

Event-driven situations (1)