Phinia Inc SEC Filings

PHINIA INC. director Newton Latondra exercised deferred equity awards into common shares. On May 21, 2026, Latondra converted 3,367 Deferred Restricted Stock Units (DRSUs), which are each economically equivalent to one share of PHINIA common stock, into 3,367 shares of common stock at a price of $0.00 per share. Following this derivative exercise, Latondra directly holds 19,923 shares of PHINIA common stock. The filing describes this as an exercise or conversion of a derivative security rather than an open-market purchase or sale, and there are no remaining shares reported under this specific DRSU grant after the transaction.

PHINIA INC. director Kendrick Robin reported routine equity compensation activity involving deferred restricted stock units and common stock. The filing shows that Robin exercised or converted 4,724 Deferred Restricted Stock Units (DRSUs), each described as the economic equivalent of one share of PHINIA common stock.

Following these transactions, Robin is shown holding 21,280 shares of common stock directly and 15,794 shares indirectly through a trust. Footnotes explain that 4,724 DRSUs have vested and will settle into the same number of common shares when Robin’s board service ends, under PHINIA’s Director Deferred Compensation Program and 2023 Stock Incentive Plan.

PHINIA INC. director Rohan Weerasinghe reported an equity compensation-related transaction involving deferred units and common stock. On May 21, 2026, he acquired 8,551 shares of common stock at a stated price of $0.00 per share through the exercise or conversion of deferred restricted stock units (DRSUs).

Following the transaction, his direct holdings of PHINIA common stock increased to 31,237 shares. In addition, 12 shares are held indirectly in a managed account. The filing characterizes the DRSUs as the economic equivalent of common stock that vest and settle in shares in connection with his service as a director under the company’s deferred compensation and stock incentive plans.

FMR LLC reported beneficial ownership of 2,015,039.75 shares of Phinia Inc common stock, equal to 5.3% of the class. The filing lists sole dispositive power for 2,015,039.75 shares and shows no shared voting or dispositive power. The report cites CUSIP 71880K101 and identifies Phinia Inc's principal executive office at 3000 University Drive, Auburn Hills, MI. The filing is signed under power of attorney by Richard Bourgelas on behalf of FMR LLC and Abigail P. Johnson on 05/05/2026.

Phinia Inc reported that Vanguard Capital Management beneficially owns 1,899,671 shares of common stock, representing 5.01% of the class. The filing states Vanguard has sole dispositive power over 1,899,671 shares and sole voting power over 288,434 shares. The filing lists Vanguard affiliates that exercise voting or dispositive power on behalf of certain funds and accounts. The address for the reporting person is 100 Vanguard Blvd., Malvern, PA. The filing is signed by Ashley Grim, Head of Global Fund Administration.

PHINIA Inc. reported higher sales and earnings for the quarter ended March 31, 2026. Net sales rose to $878 million from $796 million, driven by growth in both Fuel Systems and Aftermarket and contributions from the SEM acquisition.

Net earnings increased to $37 million from $26 million, with diluted earnings per share improving to $0.96 from $0.63. Gross margin held roughly steady at about 21%, while restructuring and separation-related costs remained modest.

Operating cash flow improved to $53 million from $40 million, while capital expenditures were $32 million. PHINIA ended the quarter with $328 million in cash and cash equivalents, total debt near $993 million at fair value, and liquidity of about $808 million including its revolving credit facility.

PHINIA Inc. reported solid growth for the first quarter of 2026, combining higher sales, margin improvement and stronger cash generation. Net sales were $878 million, up 10.3% from Q1 2025, with growth driven by volumes in Asia and the Americas and tariff recoveries. Net earnings rose to $37 million, lifting net margin to 4.2%, while adjusted EBITDA increased to $115 million with a 13.1% margin. Adjusted net earnings per diluted share were $1.29, more than 37% higher than a year earlier, helped by better operations and a lower share count. The company returned $67 million to shareholders through $56 million of share repurchases and $11 million in dividends. Cash from operations improved to $53 million and adjusted free cash flow reached $42 million, a first‑quarter record since becoming a standalone company. For full‑year 2026, PHINIA continues to expect net sales of $3.52 billion to $3.72 billion, net earnings of $165 million to $195 million and adjusted EBITDA of $485 million to $525 million.

Vanguard Portfolio Management reports beneficial ownership of 2,545,272 shares of Phinia Inc common stock, representing 6.71% of the class as of the filing. The filer discloses sole dispositive power over 2,545,272 shares and sole voting power for 32,569 shares.

The disclosure states these holdings include securities held for Vanguard funds and managed accounts and notes that no single outside person holds more than 5% of the class. The form is signed by Vanguard's Head of Global Fund Administration.

PHINIA Inc. Schedule 13G/A reports institutional holdings by Voss-affiliated entities. The filing lists 37,915,162 Shares outstanding as of February 5, 2026 and discloses beneficial ownership positions: Voss Capital and Travis W. Cocke each may be deemed to beneficially own 876,532 shares (approximately 2.31%). Other reporting persons include Voss Value Master Fund (149,029 shares, 0.39%), and Voss Value-Oriented Special Situations Fund (20,000 shares, 0.05%). The cover-page table shows voting and dispositive powers per entity.