Automobiles & Components

GM’s latest earnings show strong pricing power on pickups, a rising defence revenue stream, and an aggressive EV push – but supply chain and regulatory risks loom large.

Discover how Porsche Automobile Holding’s €6 billion impairment, flat sales forecast and EV transition reshape its fiscal outlook and investor outlook.

Volkswagen slashes 2026 margin outlook to ~1%, citing Porsche impairment and BEV cost drag, highlighting restructuring and electric‑vehicle risks and opportunities.

Stellantis shares dip amid tightening rates, EV rollout delays, and a Canadian labour dispute—investors weigh cost cuts, capital allocation, and future free‑cash‑flow prospects.

GM’s new defense contract with Lockheed Martin boosts high‑margin revenue and showcases its shift from passenger cars to military tech, while navigating supply‑chain and regulatory risks.

Rivian’s new R2 SUV targets European cities, blending off‑road ruggedness with compact EV efficiency to boost sales, margins and liquidity.

With Porsche SE cutting its 2026 profit margin to ~1% after a €6 bn goodwill write‑down, learn how the automaker balances EV growth, export headwinds, and cost pressures while keeping revenue on track.

Volkswagen cuts its 2026 margin to 1% amid EV shift, China pressure and restructuring costs—what this means for investors and the future of the automaker.

Stellantis faces labor strikes, a European sell‑off, and U.S. regulatory pressure as it pushes for a stronger EV strategy amid rising costs and competition.

Toyota declares mandatory cash dividend, balancing shareholder returns with future growth investments, and sets September’s ex‑dividend date.