Quarterly filings reveal contrasting fortunes across the sector, with Goodyear's European turnaround offset by group losses and Continental booking restructuring costs
The third quarter of 2025 has delivered a split picture for the global tyre industry, with five major manufacturers reporting sharply divergent results for the July–September period. While Goodyear's Europe, Middle East and Africa (EMEA) business returned to profit and several mid-tier players posted solid growth, headline figures were weighed down by restructuring charges and one-off costs.
Goodyear recorded a net loss of approximately US$2.2 billion (£1.7 billion) for Q3 2025, driven primarily by non-cash charges. However, the company highlighted its EMEA segment as a relative bright spot, returning to profit as replacement demand and product mix steadied across Europe.
Management pointed to regional resilience despite what it termed "global headwinds," framing the EMEA performance as evidence of improving market conditions in the company's key European markets. The result suggests stabilisation in Western European replacement demand after a turbulent start to the year.
Continental AG posted a Q3 net loss as it recorded costs linked to its ongoing operational realignment. While sales declined only marginally compared to the prior year, management flagged milestone charges related to the company's restructuring programme that weighed heavily on the bottom line.
The update continues a reset narrative that Continental has been signalling throughout 2025, as the German supplier works through a multi-year transformation of its tyre and automotive divisions.
Elsewhere, the picture was more positive. South Korea's Nexen Tire reported Q3 sales of KRW 780.7 billion (approximately £450 million), up 10 per cent year-on-year, reflecting steady demand and improvements in product mix. The revenue figure was confirmed in regional disclosures this week.
Off-highway specialist Titan International said its Q3 performance landed at the high end of expectations, citing revenue growth and improved margins versus the prior quarter. The update followed earlier guidance calling for sequential EBITDA improvement into the second half of the year.
Chinese manufacturer Sailun also reported strong Q3 revenue growth, with operating income data showing continued traction across both self-produced and traded tyre lines. The third-quarter update underscored momentum in the manufacturer's expanding product portfolio.
For UK fleets and dealers, the results paint a nuanced picture. Goodyear's EMEA profitability and Continental's one-off charges suggest supply continuity but uneven profitability among premium brands as 2025 draws to a close.
Replacement markets in Western Europe appear more stable than earlier in the year, a positive signal for distributor stock planning heading into the winter season. Meanwhile, Titan's performance indicates that off-highway demand remains relatively robust.
The top-line growth reported by Nexen and Sailun underlines the continued competitiveness of value-focused brands in passenger car and light commercial vehicle segments, where price-conscious fleets are increasingly willing to consider alternatives to traditional premium marques.
The quarterly results arrive as the industry navigates a shifting regulatory landscape around sustainability and EV-specific products. Goodyear has recently moved to unify its aviation tyre leadership as part of broader portfolio rationalisation, while the company's EV-ready marking initiative aims to bring greater retail clarity. Continental, meanwhile, continues to make progress on integrating recycled materials into series production—a development likely to feature in procurement conversations as 2026 approaches.
Tagged with: Q3 2025 results, Goodyear EMEA, Continental realignment, Nexen sales growth, Titan International earnings, Sailun revenue, European tyre market, replacement demand, off-highway tyres, OE and replacement
Disclaimer: This content may include forward-looking statements. Views expressed are not verified or endorsed by Tyre News Media.
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