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Michelin Connected Fleet Launches AI Assistant Integrated into MyConnectedFleet

Michelin Connected Fleet unveiled on Saturday its AI assistant integrated into the MyConnectedFleet platform, aimed at transforming access to operational data for professional fleets. This closed tool, tested in real conditions, allows managers to obtain operational analyses in seconds without prior manual search.


Michelin Connected Fleet Launches AI Assistant Integrated into MyConnectedFleet

An AI Assistant to Query Fleet Data in Real Time

The Michelin AI Assistant provides fleet managers (heavy trucks, passenger transport, light commercial vehicles) with direct access from the MyConnectedFleet portal. The tool processes requests in natural language and delivers responses in textual or visual form, covering fuel consumption, driver behavior, tire wear, or vehicle downtime. Designed as a closed system ensuring data confidentiality, the AI assistant aims to reduce operational complexity and support managers on a daily basis without the need for manually generating multiple reports.

Multi-Country Deployment and Gradual Integration with Other Technologies

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The Michelin AI Assistant is currently available to Michelin Connected Fleet customers in the UK, USA, France, Spain, Denmark, the Netherlands, Finland, Sweden, Germany, and Italy. Michelin plans to progressively enrich the solution based on customer feedback. The assistant can be paired with other group solutions (smart onboard cameras, automatic wear inspection, under-pressure alerts) to form a comprehensive and integrated approach around the needs of fleet managers.



Sector Automobile et mobilité › Équipementiers automobiles


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Context

Period
  • Period: 9M 2026
Key reported figures
  • Revenue: 19 175 millions d'euros
  • Quarterly revenue: 19 175 millions d'euros
  • Revenue growth: -0,5 %
Guidance from the release
  • Michelin confirms its full-year guidance, targeting growth in segment operating income at iso-forex and iso-scope compared with 2025, and over €1.6 billion in free cash flow before M&A.
Risks mentioned
  • Faiblesse persistante de la Première monte, qui fait reculer les volumes pneumatiques du Groupe de 0,8 % à fin septembre, en particulier en Tourisme Camionnette en Europe et en Amérique du Nord (en Chine, les ventes du Groupe progressent sur un marché en recul de 7 %)
  • Concurrence des pneumatiques importés à bas prix, notamment d'Asie, qui pèse sur les marques Tier 2 en Amérique du Nord, Tier 3 dans les principales régions et sur le Poids lourd en Amérique du Sud
  • Faiblesse persistante des Convoyeurs, liée à la prudence des clients miniers en matière de dépenses et à la faiblesse du marché du minerai de fer, notamment en Australie
Opportunities identified
  • Expansion de Polymer Composite Solutions soutenue par les acquisitions de Cooley Group, Flexitallic et TexTech en 2026 (chiffre d'affaires +21,9 % publié, -2,7 % hors effet de périmètre à cause des Convoyeurs)
  • Activité Mines en croissance, avec des gains de parts de marché, qui compense la pression sur le Hors-la-route (segment Spécialités -0,9 % publié, +0,4 % à périmètre comparable)
  • Dynamique positive de la marque MICHELIN en Remplacement avec volume de +4% en fin septembre
Outlook / guidance
  • Management commentary: Michelin confirms its full-year guidance, targeting growth in segment operating income at iso-forex and iso-scope compared with 2025, and over €1.6 billion in free cash flow before M&A.

The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.

Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.

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