Garrett Motion Exploring Alternatives for Balance Sheet Restructuring
26 Agosto 2020 - 5:45AM
Business Wire
Garrett Motion Inc. (NYSE: GTX), a cutting-edge technology
provider that enables vehicles to become safer, more connected,
efficient and environmentally friendly, today announced that, with
the assistance of its financial and legal advisors, it is exploring
alternatives for addressing its previously disclosed balance sheet
concerns.
On June 12, 2020, Garrett entered into an amendment to its
credit agreement to obtain relief from certain financial covenants,
including the consolidated leverage ratio, in light of current and
anticipated operating conditions. However, as disclosed in
Garrett’s quarterly report on Form 10-Q for the three months ended
June 30, 2020, notwithstanding the relief provided by the credit
agreement amendment, Garrett’s leverage ratio remains high and we
expect will remain so for at least the next several quarters.
Garrett’s leveraged capital structure poses significant challenges
to its overall strategic and financial flexibility and may impair
its ability to gain or hold market share in the highly competitive
automotive supply market, thereby putting Garrett at a meaningful
disadvantage relative to its peers.
In addition, Garrett’s high leverage is exacerbated by
significant claims asserted by Honeywell against certain Garrett
subsidiaries under the disputed subordinated asbestos indemnity and
the tax matters agreement. These arrangements were a part of an
inappropriate capital structure imposed by Honeywell on Garrett as
part of its 2018 spin-off that has proven ill-suited to cope with
any meaningful challenges at the macroeconomic level, much less
those Garrett faces amid a global pandemic. As previously
disclosed, payment on the disputed claims by Honeywell has been
generally deferred until the second quarter of 2023, but the
possibility of the disputed claims being payable in the future –
combined with Garrett’s high leverage and competitive situation –
create a substantial additional overhang on Garrett’s balance sheet
and impede Garrett’s access to capital and its ability to execute
its strategy. As a result, Garrett sees a substantial risk that it
will not be able to distribute value to its stockholders in the
future, despite its strong operating performance and compelling
business prospects.
Garrett is seeking to address its balance sheet concerns while
its core business remains strong in order to preserve the resources
necessary to provide exceptional service to its customers, be a
reliable partner to its suppliers and other stakeholders, and act
as a stable and desirable employer. Garrett has ample liquidity to
support its current and future commitments to customers, suppliers,
employees and other business partners without interruption, with
available cash and undrawn revolver capacity totaling $482 million
as of June 30, 2020.
Despite the near-term disruption to the automotive industry and
the global economy from COVID-19 and the company’s over-levered
capital structure, Garrett has continued its track record of
operational excellence. However, Garrett believes the business must
take important steps to maintain its leadership position in light
of industry headwinds. In particular, coming out of this crisis,
automakers will likely encounter even tougher emission reduction
targets and technical challenges that will require new technology
to be developed and funded by the major auto suppliers. At the same
time, the industry also faces continued uncertainties over the
longer-term impact of the pandemic, as well as risk of other
similar macroeconomic shocks.
We believe that Garrett, with a restructured balance sheet and
improved financial flexibility, will be uniquely positioned to
bring customers the cutting-edge technologies and required
solutions to benefit fully from a global regulatory environment
driving future vehicle development. Additionally, Garrett will have
the ability to invest to further strengthen its position as a
market leader in turbocharger technology and expand its presence in
the electric software and automotive software markets.
Garrett has not yet determined whether to pursue any balance
sheet restructuring alternatives. However, any actions taken by
Garrett in relation to liability management may materially reduce
the value or trading price of our common stock, dilute existing
holders of our common stock by the issuance of equity (whether
through conversion of existing liabilities into equity or
otherwise), or result in the cancellation of existing common stock.
There can be no assurance that recoveries in any restructuring will
approximate current trading prices of Garrett’s securities.
About Garrett
Garrett (www.garrettmotion.com) is a differentiated technology
leader, serving customers worldwide for more than 65 years with
passenger vehicle, commercial vehicle, aftermarket replacement and
performance enhancement solutions. Garrett’s cutting-edge
technology enables vehicles to become safer, and more connected,
efficient and environmentally friendly. Our portfolio of
turbocharging, electric boosting and automotive software solutions
empowers the transportation industry to redefine and further
advance motion. For more news and information on Garrett, please
visit www.garrettmotion.com/news.
Forward-Looking
Statements
This document contains “forward-looking statements” within the
meaning of Section 21E of the Securities Exchange Act of 1934, as
amended. All statements, other than statements of fact, that
address activities, events or developments that we or our
management intend, expect, project, believe or anticipate will or
may occur in the future are forward-looking statements including
without limitation our statements regarding the anticipated impact
of the COVID-19 pandemic on our business, financial results and
financial condition, expectations regarding global automotive
demand and execution of our strategy. Although we believe
forward-looking statements are based upon reasonable assumptions,
such statements involve known and unknown risks, uncertainties, and
other factors, which may cause the actual results or performance of
the company to be materially different from any future results or
performance expressed or implied by such forward-looking
statements. Such risks and uncertainties include, but are not
limited to risks related to the COVID-19 pandemic and its impact on
our business, financial results and financial condition, risks
related to our debt and those risks described in our annual report
on Form 10-K for the year ended December 31, 2019, as updated by
our quarterly report on Form 10-Q for the period ended June 30,
2020, as well as our other filings with the Securities and Exchange
Commission, under the headings “Risk Factors” and “Cautionary
Statement Concerning Forward-Looking Statements.” You are cautioned
not to place undue reliance on these forward-looking statements,
which speak only as of the date of this document. Forward-looking
statements are not guarantees of future performance, and actual
results, developments and business decisions may differ from those
envisaged by our forward-looking statements.
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version on businesswire.com: https://www.businesswire.com/news/home/20200826005371/en/
Mike Stoller Garrett Motion +1 734-392-5525
michael.stoller@garrettmotion.com
Garrett Motion (NYSE:GTX)
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