Welcome to our dedicated page for PHINIA SEC filings (Ticker: PHIN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
PHINIA Inc. filings document the reporting obligations of an operating industrial supplier focused on fuel systems, electrical systems and aftermarket solutions. The company’s 8-K reports furnish quarterly and annual operating results, financial condition updates and related earnings materials.
PHINIA’s regulatory record also includes proxy disclosures covering board matters, executive compensation, equity awards and shareholder voting items. Material-event filings document changes in the company’s certifying accountant, a settlement agreement, and tax matters tied to PHINIA’s July 2023 separation from BorgWarner.
PHINIA INC. (PHIN) received a Rule 144 notice indicating that Brady Ericson plans to sell up to 27,860 shares of PHINIA common stock through Fidelity Brokerage Services LLC on or after an approximate date of 08/31/2026 on the NYSE. The shares relate to restricted stock vesting acquired as compensation on 02/28/2026. PHINIA had 36,638,088 shares outstanding of common stock, providing context for the relative size of the planned sale.
PHINIA Inc. approved leadership and segment changes aligned with its strategic priorities. On August 6, 2026, the Board of Directors approved that Pedro Abreu will transition from his role as Vice President and Chief Strategy Officer to serve as President, Power Systems, effective September 1, 2026. To reflect this focus, the Company’s Fuel Systems reportable segment will be renamed Power Systems, and the Aftermarket reportable segment will be renamed Aftermarket Solutions. Daniel Griffin will serve as President, Aftermarket Solutions, also effective September 1, 2026.
PHINIA Inc. reported Q2 2026 net sales of $940 million, up 6% year over year, with net earnings of $40 million and diluted EPS of $1.05. For the first half of 2026, net sales were $1,818 million and net earnings $77 million, or $2.01 diluted EPS. Gross margin improved modestly, while higher SG&A and restructuring costs reduced operating margin.
Segment Adjusted Operating Income was $125 million in Q2, with Fuel Systems margin at 11.0% and Aftermarket at 17.1%. Net cash from operating activities increased to $144 million in the first half. Cash totaled $370 million and total debt $1,019 million, providing total liquidity of $820 million including the $500 million revolving facility.
PHINIA has recognized $20 million of an anticipated $40 million restructuring program expected to deliver about $30 million in annual savings. It completed the SEM acquisition and agreed to acquire the stoba Group for approximately $150 million, expected to close in Q4 2026. Management expects improved 2026 earnings and cash generation compared with 2025.
PHINIA Inc. reported second quarter 2026 net sales of $940 million, up 5.6% from Q2 2025, driven by growth in both Fuel Systems and Aftermarket. Excluding foreign currency and the SEM acquisition, organic net sales rose 1.2%, primarily from higher volumes in the Americas. Net earnings were $40 million with a 4.3% net margin, a decrease of $6 million and 90 basis points year-over-year. Adjusted EBITDA was $130 million, up $4 million, while the adjusted EBITDA margin slipped to 13.8%, down 40 basis points, mainly due to higher employee-related costs and unfavorable product mix. Diluted EPS was $1.05, and adjusted diluted EPS was $1.53, excluding $0.48 per share of non-operating items.
PHINIA entered a definitive agreement on June 30, 2026 to acquire the stoba Group, a high-precision components and systems specialist, with closing expected in the fourth quarter of 2026 subject to customary approvals. The company returned $53 million to shareholders through $42 million of share repurchases and $11 million of dividends. Quarter-end cash was $370 million with $450 million of available revolver capacity and total debt of $1,019 million, resulting in net debt of $649 million. Net cash from operating activities was $91 million, up $34 million year-over-year, and adjusted free cash flow was $74 million, up $54 million. For full year 2026, PHINIA expects net sales of $3.57–$3.67 billion, net earnings of $155–$180 million, adjusted EBITDA of $485–$515 million, adjusted EBITDA margin of 13.5–14.1%, and adjusted free cash flow of $210–$250 million.
Dimensional Fund Advisors LP has disclosed a sizable institutional position in Phinia Inc. common stock. Dimensional is deemed to beneficially own 2,361,225 shares, representing 6.4% of the outstanding class as of June 30, 2026.
The firm has sole voting power over 2,322,203 shares and sole dispositive power over 2,361,225 shares, with no shared voting or dispositive authority. All securities are held by underlying funds and accounts it advises, and Dimensional disclaims beneficial ownership except for Section 13(d) reporting purposes.
PHINIA INC. director Roger Wood reported acquiring 8 shares of common stock as a grant of restricted stock tied to automatic reinvestment of dividends on existing restricted shares. Following this small, compensation-related acquisition, he now holds a total of 22,071 common shares, including 2,148 shares of restricted stock.
PHINIA INC. director Meggan M. Walsh reported a small compensation-related stock acquisition. She received 8 shares of common stock as restricted stock through automatic reinvestment of dividends on her outstanding restricted stock, as required by the award terms. Following this, she directly holds 9,708 shares of PHINIA common stock, including 2,148 shares of restricted stock.
PHINIA Inc. director Norman Daun received additional equity-based compensation through dividend reinvestment. He acquired 8 shares of restricted common stock at no cost via automatic dividend reinvestment, bringing his direct common stock holdings to 22,071 shares, including 2,148 restricted shares. He also received 3 Deferred Restricted Stock Units (DRSUs), increasing his DRSU balance to 839 units. Each DRSU equals one share of common stock, will vest on May 22, 2027, and will settle in shares after his board service ends, under PHINIA’s Director Deferred Compensation Program and 2023 Stock Incentive Plan.
PHINIA Inc. director Newton Latondra reported routine equity awards. On June 23, 2026, he acquired 13 shares of common stock and 8 deferred restricted stock units (DRSUs) at no cost, reflecting compensation-related grants rather than open‑market purchases or sales.
After these awards, he directly holds 19,936 shares of common stock. Each DRSU is economically equal to one share of PHINIA common stock and will vest on May 22, 2027, settling into shares upon his termination of board service under the company’s director compensation programs.
PHINIA INC. director Robin Kendrick reported a small, compensation-related increase in holdings through dividend reinvestment. He received 26 shares of common stock at no cost, consisting of 8 shares of restricted stock and 18 deferred restricted stock units that were automatically issued from reinvested dividends on existing awards.
After this acquisition, Kendrick directly holds 23,446 shares of PHINIA common stock, which include 2,148 shares of restricted stock and 4,742 vested deferred restricted stock units that will settle when his board service ends. He also reports 15,794 shares held indirectly through a trust, providing additional exposure to PHINIA’s stock without any open-market buying or selling in this filing.