Gentex GNTX
Gentex scores good on business quality (7.2 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Gentex does
Gentex designs and manufactures digital vision, auto-dimming rearview mirrors, and electronic features for global automakers who pay per vehicle built. The business is pushing deeper into camera-based driver assistance systems and full display mirrors to secure future vehicle design wins.
- What it does best
Gentex dominates the global market for auto-dimming mirrors with a gross margin of 35%, vastly outperforming peers like BWA at 20.1% and LEA at 7.7%. This edge stems from decades of specialized optical patents and high-volume manufacturing that rivals cannot easily replicate.
- The main risk
With nearly all revenue tied to global vehicle production, broader automotive output slumps directly compress volume and factory efficiency. If carmakers cut build schedules, Gentex absorbs the volume drop immediately.
Quality, check by check
Scored against its own industry, from company filings.
Gross margin stands at 35% with an operating margin of 19.6%, ranking in the top quartile of its sector. High FCF margin of 86th percentile shows strong cash conversion as scale increases.
Automaker integration creates a sticky design-win moat, backed by an operating margin sitting in the 78th sector percentile. Rivals face steep engineering hurdles to displace embedded mirror electronics.
Revenue grew 9.6% to $2.6B, accelerating past its historical multi-year expansion rate as new electronic mirror adoption gains traction across global auto fleets.
Net cash sits at $147 million against total debt of just $4 million, leaving the balance sheet virtually debt-free. Free cash flow reached $495 million, getting stronger as cash generation scales.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
No open market buys or unplanned sales by executives or directors.
Our sealed record on GNTX
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Gentex scores good on the Cluenex quality check (7.2 of 10), measured against its own industry. Profitability is fair, moat fair, growth steady and financial health strong.
In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.
Oct 23, 2026, before the open.
See GNTX today
- Today's verdict on GNTX, and why
- Fair value with cautious, base and optimistic cases
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- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Gentex (GNTX)”, https://cluenex.com/stocks/gntx/, data as of Oct 10, 2026.