GPI misses Q2 estimates as lower vehicle volumes pressure sales and margins, while acquisitions reshape its dealership portfolio.
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GT's Q2 loss widens as volume pressure weighs on results, while Asia Pacific gains and cash flow improvements offer support.
Magna's Q2 earnings beat estimates as Power & Vision margin expansion and productivity gains supported higher profit and raised 2026 guidance.
GTX's Q2 earnings and sales beat estimates on broad-based growth. Margin gains and productivity drove a raised 2026 outlook.
BorgWarner beats Q2 earnings estimates as cost controls lift margins. It raises 2026 EPS guidance and expands buyback capacity.
Aeva's Q2 loss narrows as service revenues nearly triple, lifting sales and turning gross profit positive despite higher operating expenses.
Lear's Q2 earnings beat estimates on E-Systems margin expansion. The company's 2026 share buyback target rises to at least $350 million.
Blue Bird (NASDAQ:BLBD) reported fiscal 2026 third-quarter revenue of $517 million and adjusted EBITDA of $71 million, as the school-bus manufacturer said it exceeded its guidance across metrics and raised its full-year adjusted EBITDA outlook. The company also announced an expanded collaboration w
Oshkosh tops Q2 estimates as sales rise 6.7% and Access orders hit $1.5B, but margin pressure and a slower fire truck ramp trim its 2026 outlook.
Carvana's Q2 revenues jump 52% on record retail volume and strong pricing, while EBITDA grows despite margin pressure from expansion investments.
Lucid's Q2 revenues jump 56.2% and beat estimates, but a $300 million inventory charge widens losses and keeps margins deeply negative.
Rivian's Q2 loss narrows as software growth, regulatory credits and higher deliveries lift revenues, while R2 momentum drives a raised 2026 outlook.
CMI's Q2 revenues beat estimates. The company raises its 2026 outlook, but higher compensation, R&D, freight and coverage costs weigh on earnings and margins.
Ford Motor (NYSE:F) The surprise: Wall Street expected Ford’s Q2 2026 earnings to fall about 5% year over year. Ford instead posted an increase. The stock jumped more than 6% after the report. The quarter’s story was Ford making more money on fewer sales. Wholesale volumes dropped 12% year over year, but revenue fell just […]
F's Q2 earnings beat, raised 2026 guidance, improving product mix and narrowing EV losses strengthen its investment case.
The supplier to major automakers, including BMW, Volkswagen and Ford slashed its medium-term sales expectations against a darkening backdrop for the industry.
The automaker put a date on autonomy, and its latest results raised guidance again. The stock's price barely acknowledges either.
US automakers look a bit soft in premarket trading.
Following their upbeat Q2 reports, investors may be wondering whether the recent rally in GM or Ford stock has further room to run.
On July 29, 2026, the automaker's adjusted profit of $0.42 per share and higher full-year outlook kept investors focused on margin execution.
Ford missed consensus revenue estimates but raised its full-year guidance.
Wall Street sees something changing beneath Ford's latest numbers
Ram, Jeep, and Fiat parent company Stellantis reported decent first-half results on Thursday morning, but only reaffirmed its prior guidance. Investors clearly want more from CEO Antonio Filosa's turnaround plan.
Ram, Jeep, and Fiat parent company Stellantis will report second quarter and first half results on Thursday morning, with the success of CEO Antonio Filosa's turnaround plan clearly in focus.
F's Q2 earnings beat as stronger pricing and product mix lifted EBIT, prompting higher 2026 profit and free cash flow guidance.

Vertiv Holdings (VRT) stock sinks on Wednesday after missing its second quarter earnings estimates despite its increase to full-year guidance. Vertiv is a major player in AI data center infrastructure. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to weigh in on the outlook for the rest of the major companies participating in the AI infrastructure buildout.
Ford raises 2026 outlook as it highlights higher profitability, pricing discipline and growth in trucks, services, EVs and energy.
Ford announced an operating profit of $2.5 billion from sales of $48.3 billion. Things look OK for the U.S. car business.
Ford surged past both Detroit and Silicon Valley rivals in a single session, driven by a confluence of factors that rarely align this cleanly for a legacy automaker carrying fresh EV write-downs and a bruising GAAP loss.