• In early April 2026, Garrett Motion showcased a new oil-free centrifugal compressor portfolio at China Refrigeration Expo, targeting data centers, battery energy storage systems, and broader industrial and commercial cooling needs from 7 to 500 tons (25 to 1,750 kWc).
• This move highlights Garrett’s push beyond its traditional turbocharger roots into high-efficiency, ultra-low-GWP cooling solutions that appeal to data-center and electrification-related infrastructure customers.
• Now we’ll explore how this expansion into oil-free compressors for data centers and energy storage could influence Garrett Motion’s investment narrative.

Find 60 companies with promising cash flow potential yet trading below their fair value.

Garrett Motion Investment Narrative Recap

To own Garrett Motion, you need to believe the company can use its turbocharger expertise to build a broader, higher efficiency portfolio across autos, industrial cooling and electrification. The new oil-free compressor launch for data centers and BESS reinforces that diversification push, but it does not fundamentally change the near term story, where the key catalyst is execution in new zero emission and industrial programs and the main risk remains Garrett’s heavy exposure to gasoline and diesel turbocharger demand.

The April showcase in China ties directly to Garrett’s February 2026 announcement with Trane to co develop oil free centrifugal compressors for HVAC, with production targeted for later this year. Together, these steps connect the current catalyst of industrial and non automotive expansion with tangible products and partnerships, while investors still need to weigh that opportunity against the company’s dependence on internal combustion related revenue.

However, investors should also be aware that Garrett’s reliance on gasoline and diesel turbocharger sales could...

Garrett Motion's narrative projects $4.0 billion revenue and $396.5 million earnings by 2029. This requires 3.8% yearly revenue growth and about a $86.5 million earnings increase from $310.0 million today.

Uncover how Garrett Motion's forecasts yield a $22.17 fair value, a 11% upside to its current price.

Exploring Other Perspectives

Two Simply Wall St Community fair value estimates for Garrett Motion span roughly US$22.17 to US$34.23 per share, underlining how far apart individual views can be. Against this wide spread, the risk that Garrett’s zero emission and industrial businesses may not scale quickly enough to offset internal combustion exposure is a key consideration for readers comparing these different viewpoints.

Explore 2 other fair value estimates on Garrett Motion - why the stock might be worth just $22.17!

The Verdict Is Yours

Don't just follow the ticker - dig into the data and build a conviction that's truly your own.

• 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.