• Goodyear is like **Ford or GM for tires**.
• Goodyear is like **Coca-Cola for tires**.
• Goodyear is like **Nike for tires**.

• Tires for Passenger Vehicles: Goodyear manufactures a wide range of tires for passenger cars, sport utility vehicles (SUVs), and light trucks.
• Commercial and Off-The-Road (OTR) Tires: The company produces heavy-duty tires for commercial trucks, buses, agricultural machinery, and industrial or construction equipment.
• Aviation Tires: Goodyear supplies specialized tires for various types of aircraft, including commercial, military, and general aviation.
• Retread Services: Goodyear provides retreading services, primarily for commercial truck and aircraft tires, extending their lifespan and reducing operational costs.

Goodyear Tire & Rubber (GT) primarily sells to other companies, particularly automotive manufacturers for original equipment (OE) tires and to a vast network of distributors and independent retailers for the replacement tire market. While individuals are the ultimate consumers of many of its products, Goodyear's direct customers are largely other businesses.

Its major customer companies, especially in the original equipment (OE) segment, include:

• Ford Motor Company (F)
• General Motors Company (GM)
• Stellantis N.V. (STLA) - (brands include Jeep, Ram, Chrysler, Dodge, Fiat, Peugeot, Citroën, Opel, Vauxhall)
• Toyota Motor Corporation (TM)
• Honda Motor Co., Ltd. (HMC)
• Volkswagen Group (VWAGY)
• Mercedes-Benz Group AG (MBGAF)
• BMW AG (BMWYY)
• Tesla, Inc. (TSLA)

Additionally, Goodyear sells to a global network of independent tire dealers, national and regional retailers, and fleet operators for the replacement tire market, all of which are also business-to-business (B2B) relationships.

• Cabot Corporation (CBT)
• Orion Engineered Carbons S.A. (OEC)
• Trinseo PLC (TSE)

Mark Stewart, Chief Executive Officer and President
Mark Stewart joined Goodyear as CEO and President in January 2024. Prior to this, he served as Chief Operating Officer of North America at Stellantis NV from December 2018 to January 2024, where he led the region's EV transformation and achieved significant increases in margin and cash flow. Before Stellantis, Stewart was Vice President of Customer Fulfillment at Amazon, overseeing North American operations, procurement, construction, and engineering, with a focus on automation, artificial intelligence, and advanced robotics. His career also includes over two decades of increasing responsibility, culminating as Executive Vice President and Chief Operating Officer for ZF TRW Automotive. He also held leadership roles at Tower Automotive's Western Europe business and TRW's North America Passenger Car and Commercial Global Steering business, and TRW's Asia Pacific business. Stewart's early career involved manufacturing roles at TRW Inc. and Tower Automotive, Inc..

Christina Zamarro, Executive Vice President and Chief Financial Officer
Christina Zamarro was appointed Executive Vice President and Chief Financial Officer of Goodyear on January 1, 2023. She leads the company's global finance organization, overseeing all aspects of corporate finances, including treasury, investor relations, accounting, audit, and financial planning & analysis. Zamarro joined Goodyear in 2007 and has held numerous leadership roles within the company, including Vice President, Finance and Treasurer, and Vice President, Investor Relations. Before joining Goodyear, she worked for Ford Motor Company from 1998 to 2006 in various corporate and operating finance roles, including in treasury and financial planning and analysis in the manufacturing and financial services groups. As of April 2025, she also began overseeing EMEA operations on an interim basis while continuing her CFO responsibilities.

Christopher P. Helsel, Senior Vice President and Chief Technology Officer
Christopher P. Helsel has been the Senior Vice President and Chief Technology Officer of Goodyear since 2019. His prior roles within the company include Vice President and Chief Technology Officer, Director of North America Commercial and Global Off-Highway Technology, and Director of Retread.

Nicole Gray, Senior Vice President, Global Human Resources
Nicole Gray serves as the Senior Vice President, Global Human Resources for The Goodyear Tire & Rubber Company.

Don Metzelaar, Senior Vice President, Global Manufacturing and Supply Chain
Don Metzelaar is the Senior Vice President, Global Manufacturing and Supply Chain for The Goodyear Tire & Rubber Company.

The potential for widespread commercialization and adoption of airless tire technology, particularly if led by competitors. Companies like Michelin (with its Uptis system, developed in partnership with General Motors for real-world testing) are actively pursuing this technology. If airless tires overcome current limitations (such as cost, ride comfort, and speed ratings) and become commercially viable and widely adopted, they could fundamentally disrupt the traditional pneumatic tire market by eliminating flats, reducing maintenance, and potentially offering longer lifespans, thereby threatening Goodyear's core product offerings.

Global Tire Market

Regional Tire Markets

• North America: The North American tire market generated an estimated revenue of USD 30.58 billion in 2024. Other reports valued the North America tire market at USD 62.1 billion in 2023 and USD 53.2 billion in 2024. The market is expected to grow at a CAGR of 3.5% from 2025 to 2030, reaching USD 37.41 billion by 2030.
• Europe: The Europe tire market generated a revenue of USD 33.22 billion in 2024. Other estimates indicate the European automotive tire market size was USD 65.21 billion in 2024 and is anticipated to reach USD 95.50 billion by 2033, growing at a CAGR of 4.33% from 2025 to 2033. The broader Europe tire market was also valued around USD 43.25 billion in 2024. This market is expected to grow at a CAGR of 3% from 2025 to 2030, reaching USD 39.67 billion by 2030.
• Asia Pacific: The Asia Pacific tire market generated a revenue of USD 63.39 billion in 2024. This region held the largest revenue share of the global tire market in 2024, accounting for 44.3%. The market in Asia Pacific is expected to grow at a CAGR of 3.6% from 2025 to 2030, reaching USD 78.23 billion by 2030.

Goodyear Tire & Rubber (GT) is expected to drive future revenue growth over the next 2-3 years through a combination of strategic initiatives, including pricing actions, leveraging its "Goodyear Forward" plan, expanding its product portfolio, and pursuing market share growth strategies.

Here are 3-5 expected drivers of future revenue growth:

1. Strategic Pricing Actions: Goodyear anticipates a "price mix benefit" in the fourth quarter of 2025, estimated at approximately $135 million. This is attributed to pricing actions implemented earlier in 2025, directly contributing to revenue growth.
2. Goodyear Forward Plan's Reinvestment Capacity: While primarily focused on cost savings and margin optimization, the "Goodyear Forward" plan is projected to deliver around $1.5 billion in annualized run-rate benefits by the end of 2025. These significant cost efficiencies and capital freed up from non-core business divestitures can be reinvested into research and development, marketing, and operational enhancements that support and enable revenue-generating activities, such as product innovation and market expansion.
3. New Product Launches and Strong Product Portfolio: The company has recently launched new all-terrain product lines, which expand its offering and potential sales. Furthermore, Goodyear emphasizes its "strong product portfolio" as a key factor supporting expected earnings acceleration. A robust and evolving product line is crucial for attracting new customers and retaining existing ones, thereby driving revenue.
4. Market Share Growth Strategies: Goodyear's management has articulated a focus on "market share growth strategies" as part of its financial outlook for 2026. Efforts to increase market penetration and capture a larger share of the tire market directly translate into higher sales volumes and, consequently, increased revenue.
5. Expansion in Asia Pacific (APAC) Market with EV Focus: Analyst commentary suggests that the Asia Pacific region, particularly driven by the introduction of new vehicle models, including electric vehicles (EVs), could emerge as a new growth driver for Goodyear. Increased vehicle sales in this rapidly developing market present an opportunity for higher demand for tires.

Share Repurchases

• Goodyear did not repurchase shares from employees during the first nine months of 2025.
• Goodyear did not repurchase shares recently as reported by Trefis.
• Goodyear has allocated $500 million for future share repurchases.

Outbound Investments

• Goodyear completed the acquisition of Cooper Tire & Rubber Company on June 7, 2021, aiming to strengthen its global market position.
• Since 2020, Goodyear Ventures has actively invested in startups focused on the future of mobility and sustainable material science.
• Goodyear implemented a "Goodyear Forward" transformation plan to optimize its portfolio, including the divestiture of its chemicals business, the Dunlop brand, and the Off-the-Road equipment tire business, aiming to raise over $2 billion in proceeds.

Capital Expenditures

• Goodyear's capital expenditures averaged $985.4 million annually from fiscal years 2020 to 2024.
• Capital expenditures peaked at $1.188 billion in December 2024, showing an increase from $647 million in December 2020.
• Capital expenditures in 2021 and 2022 primarily focused on the modernization and expansion of tire manufacturing facilities globally, with the addition of Cooper Tire's capital expenditures contributing to the increase in 2022.