Olivier Rabiller on market outlook
From Garrett Motion Investor Day 2026 | Hydrogen Fuel Cell Compressor Commercialization Outlined · · Investing 101
“In 2035, we see the turbo business for Garrett bigger than it was last year. We now see a higher growth than we did three years ago. A part of that is driven by the macros that we see more hybrids, battery electric vehicles are not growing as fast as once anticipated and there are more hybrids and passenger vehicles and those hybrids are turbocharged.”
On , Olivier Rabiller, President, Chief Executive Officer & Director at GARRETT MOTION INC, spoke about market outlook during Garrett Motion Investor Day 2026 | Hydrogen Fuel Cell Compressor Commercialization Outlined on Investing 101.
About Olivier Rabiller
At a Garrett Motion Investor Day on May 20, 2026, Olivier Rabiller outlined the company's strategy and growth targets. He stated that Garrett Motion is planning for a 5% revenue CAGR over the next five to ten years and confirmed a path to $2.5 billion in revenue outside of turbochargers by 2035, building on a previous $1 billion target for 2030. Rabiller said the company expects to generate over $2 billion of free cash flow in the next five years, which he described as providing optionality for returning capital to shareholders. Rabiller discussed the company's focus on differentiated technology, stating that Garrett Motion is "not going to electric because electric is fun" and that most electric offerings are not differentiated, calling a battery "raw material." He emphasized the company's approach to entering new industries, saying he is "very careful" about expanding into new areas but that the company pursues it in a "very disciplined way." Rabiller also highlighted the company's work on oil-free air compression technology for industrial applications, noting that it saves 20% of energy costs for manufacturing plants and that the company is developing a distributor network for this market.