Investment Thesis
Garmin designs GPS-enabled devices and wearables across fitness, outdoor, aviation, marine, and auto. Diversified segments and vertical integration deliver consistent profitability.
- Aviation & Marine: High-margin avionics and chartplotters provide durable demand.
- Wearables: Fenix, Forerunner, and Instinct watch families capture fitness enthusiasts.
- Subscription Services: ActiveCaptain, flyGarmin, and inReach add recurring revenue.