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 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.
PHINIA Inc. is soliciting proxies for its 2026 annual meeting, where shareholders will vote on electing eight directors, approving executive compensation on an advisory basis, and ratifying Deloitte & Touche LLP as independent auditor for 2026.
The company highlights 2025 performance including a 33% total shareholder return, compared with 6%, 26%, and 14% for the S&P 600, S&P 600 Automotive Parts & Equipment, and S&P 600 Industrials indices. Since its July 2023 spin-off through year-end, PHINIA has repurchased over 20% of outstanding shares.
The proxy emphasizes an independent, skills-based board (7 of 8 nominees independent), strong governance policies, and a pay-for-performance philosophy, with 86% of CEO and 66% of other NEO target compensation at risk and tied to company results.
Phinia Inc amendment to a Schedule 13G/A states that The Vanguard Group reports 0 shares beneficially owned of Phinia Inc common stock, representing 0% of the class. The filing explains an internal realignment effective January 12, 2026 and cites SEC Release No. 34-39538 as the basis for disaggregated reporting by subsidiaries.
PHINIA INC. director Roger Wood reported a small grant of common stock tied to his existing equity awards. On the reported date, he acquired 16 shares of restricted stock at no cash price through automatic dividend reinvestment on previously granted restricted shares, as required by the award terms. Following this grant, he directly holds a total of 19,923 shares of PHINIA common stock, including 3,367 shares of restricted stock.
PHINIA INC. director Meggan M. Walsh received 16 shares of common stock as a grant, with no cash paid per share. These shares reflect automatic dividend reinvestment on her existing restricted stock awards. After this acquisition, she directly holds 7,560 common shares, including 3,367 restricted shares.