Revenue has steadily grown year-over-year from $2.4 billion in 2024 to over $3.1 billion in 2026, supported by recovering end markets and product demand. However, quarterly revenue shows some volatility, with the most recent quarters maintaining ~$850 million to $950 million range. Operating income margins hover consistently near 8-11%, illustrating moderate profitability amid cost pressures.

Revenue growth is driven by increased volume in both automotive and industrial segments as global manufacturing activity strengthens. Stable gross profit margins near 21-24% indicate consistent pricing power and some operational leverage amidst rising input costs.

Operating margins declined slightly in some quarterly comparisons but largely remain robust, aided by effective SG&A expense management in the low hundreds of millions. The EBITDA margin around 9-13% indicates a comfortable buffer above breakeven despite cyclicality.

Earnings quality is solid with positive net income and EPS growth supported primarily by operational improvements rather than nonrecurring items. The company’s tax expense and interest costs remain manageable, sustaining profitability despite fluctuations in other income/expense net.

Fiscal 2026 revenue grew approximately 23% year over year from 2025’s $2.58 billion, marking a strong rebound from pandemic-related disruptions. Quarter-over-quarter revenue remains fairly stable, with Q2 2026 ($874M) slightly down from Q1 2026 ($954M), reflecting normal seasonality and market conditions.

EPS showed steady growth, moving from $3.08 in 2024 through $3.5 in 2025, and to around $2.25 (annualized) in partial 2026 data, reflecting a stronger first half. Quarterly EPS beat estimates consistently, indicating positive traction in earnings expansion.

Growth is driven by improved demand from industrial and automotive sectors, product innovation in thermal management systems, and expanded OEM contract wins. Operational improvements and cost containments continue to support bottom-line growth.

Revenue growth is largely organic driven by end-market recovery and pricing improvements rather than acquisitions, enhancing sustainability. Controlled operating expenses underpin stable profit expansion.

Gross profit margins mostly range between 21% and 25%, with operating margins fluctuating between 8% and 12%. EBITDA margins show a slight downward trend in some quarters, but average around 11%, reflecting consistent core profitability.

Return on equity and return on assets are not provided directly but inferred operational margins and stable net income ratios (~6-8%) imply respectable returns relative to industry peers.

Margins appear sustainable given diversified end markets, moderate leverage, and the firm's ability to pass on certain input cost increases while maintaining expense controls.