The Goodyear Tire & Rubber Comp (GT) concentration risks

The company's disclosed concentration profile is narrow and limited to a single, small-share customer segment dependency. Sales to original equipment manufacturer customers accounted for approximately 19% of net sales in 2025, a small share of the overall revenue base, with the remaining majority distributed across the replacement tire channel. The character is one of dependency — OE customers are automotive and commercial vehicle manufacturers who set tire specifications, direct suppliers, and can shift sourcing relationships based on design decisions, cost pressures, and supplier performance. The low share of OE revenue relative to total net sales means this exposure does not dominate the income statement, but it carries strategic weight beyond its size: OE fitments create a pipeline for replacement volume as those vehicles age into the aftermarket. Losing an OE position with a major automaker can therefore have a lagged effect on the replacement channel that is larger than the immediate OE revenue share suggests. No customer-specific names, geographic concentrations, commodity input dependencies, or supplier exposures are disclosed beyond the OE channel characterization. The absence of additional concentration disclosures reflects the business model of a large diversified tire manufacturer with broad retail, commercial, and international distribution channels. On balance, the disclosed concentration profile is limited in scope, with the OE customer dependency representing the primary disclosed risk — manageable in size but meaningful for long-term brand positioning and replacement market pipeline development.

For the engine’s reasoning on GT’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.

Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.