• Garrett Motion has showcased its new oil-free centrifugal compressor portfolio for data centers, battery energy storage systems, and industrial cooling at the China Refrigeration Expo 2026, covering cooling needs from 7 to 500 tons and featuring high-speed turbomachinery, foil bearings, and model-based controls aimed at higher efficiency and lower maintenance.
• This move marks Garrett’s entry into ultra-low-GWP, oil-free cooling solutions for demanding applications, broadening its reach beyond automotive turbochargers into data center, industrial, commercial, and electric truck and bus thermal management markets.
• We’ll now examine how Garrett’s push into oil-free compressors for data centers and industrial cooling could reshape its existing investment narrative.

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Garrett Motion Investment Narrative Recap

To own Garrett Motion, you need to believe it can use its turbocharger know how to build a broader, higher value portfolio in electrified and industrial applications while managing its exposure to internal combustion engines. The new oil free centrifugal compressors for data centers and industrial cooling support that diversification effort, but do not change that the key near term catalyst remains execution on new product ramps and partnerships, while the biggest risk is a slower than needed shift away from ICE dependent revenue.

The compressor showcase at China Refrigeration Expo 2026 builds directly on Garrett’s February announcement of a full oil free centrifugal compressor roadmap and collaboration with Trane for commercial HVAC, tying the story together around non automotive and electrified cooling growth. Together, these developments feed into the same catalyst investors are watching most closely: whether new industrial and zero emission programs can scale enough to reduce reliance on gasoline and diesel turbochargers over time.

Yet behind the excitement around new compressors, investors should be aware of how much of Garrett’s revenue still depends on gasoline and diesel turbochargers...

Garrett Motion's narrative projects $4.0 billion revenue and $403.1 million earnings by 2029.

Uncover how Garrett Motion's forecasts yield a $22.20 fair value, a 14% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members currently see fair value for Garrett Motion between US$22.20 and US$34.36, across just 2 independent views. As you weigh these opinions against Garrett’s push into oil free compressors for data centers and industrial cooling, it is worth considering how different assumptions about its transition away from ICE centric revenue can lead to very different expectations for future performance.

Explore 2 other fair value estimates on Garrett Motion - why the stock might be worth as much as 76% more than the current price!

Form Your Own Verdict

Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

• A great starting point for your Garrett Motion research is our analysis highlighting 4 key rewards and 3 important warning signs that could impact your investment decision.
• Our free Garrett Motion research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Garrett Motion's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.