Paccar (NASDAQ:PCAR) delivered fourth-quarter results on Tuesday that underscored the stabilizing influence of its aftermarket business during a cyclical cooling in the global trucking market.
General Motors (NYSE:GM) is pivoting from a year of heavy restructuring toward a record-setting 2026, unveiling a $6 billion share repurchase authorization and a 20% dividend hike even as it absorbed a massive $7.2 billion charge to realign its electric vehicle ambitions.
Polaris (NYSE:PII) reported a fourth-quarter net loss of $303.6 million on Tuesday, a sharp reversal from the prior year, as the company absorbed massive non-cash impairment charges.
Tesla (NASDAQ:TSLA) is set to emerge as the immediate winner of a strategic trade de-escalation between Ottawa and Beijing, as Canada prepares to dismantle the 100% punitive tariffs that had effectively blocked the automaker’s most cost-efficient supply chain.
President Trump used a Michigan visit to promote economic gains, auto industry investment and new policies to cut living costs.
XPENG (NASDAQ:XPEV) solidified its position as a frontrunner in the global electric vehicle race on Monday, unveiling its 2026 flagship P7+ and a suite of "Physical AI" milestones that signal a decisive shift toward autonomous mobility.
Polestar Automotive Holding UK (NASDAQ:PSNY) reported its strongest sales year to date on Friday, defying a broader slowdown in the electric vehicle sector with a 34% surge in annual retail deliveries.
Wabtec Corporation (NYSE:WAB) has secured a $386 million follow-on order from New York’s Metropolitan Transportation Authority (MTA) to supply additional R255 hybrid battery-diesel work locomotives.
US carmakers report their best sales performance in years as Trump-era trade and industry policies defy earlier forecasts.
Ford Motor Company (NYSE:F) reported robust U.S. sales results for the fourth quarter and full year 2025, with Q4 sales rising 2.7% year-over-year and annual sales climbing 6% to approximately 2.2 million vehicles.
Niu Technologies (NASDAQ:NIU), a leading provider of smart urban mobility solutions, today announced its sales volume results for the fourth quarter and full year 2025.
In the fourth quarter of 2025, the company sold a total of 178,702 units, comprising electric scooters, motorcycles, e-bicycles, and kick-scooters.
Tesla (NASDAQ:TSLA) started 2026 on a somber note, reporting fourth-quarter delivery figures that fell short of Wall Street expectations and confirmed a second straight year of shrinking annual sales.
The electric vehicle pioneer delivered 418,227 vehicles in the final three months of 2025, a significant 15.6% drop from the 495,570 units delivered in the same period a year earlier.
Analysts had expected the company to clear at least 434,487 units.
The miss brings Tesla’s total 2025 deliveries to 1.64 million, down from 1.79 million in 2024.
This 8.4% annual decline underscores the persistent "demand cliff" following the Trump administration’s decision to terminate the $7,500 federal EV tax credit in September 2025.
While a Q3 surge was driven by customers rushing to lock in the subsidy, the ensuing Q4 vacuum proved deeper than many anticipated.
In response to the subsidy withdrawal, Tesla introduced "Standard" versions of its flagship Model 3 and Model Y in October, slashing base prices by roughly $5,000.
While these stripped-down models were intended to defend market share, the move appears to have been insufficient to counter a "perfect storm" of rising interest rates, intensified competition from domestic rivals like Rivian—which met its own 2025 targets—and a cooling sentiment in Europe and North America.
The company produced 432,608 vehicles in Q4, leading to a build-up of approximately 14,000 units in inventory.
This surplus raises concerns about further price cuts in early 2026, which could continue to compress automotive gross margins that were already under stress throughout 2025.
Despite the softening auto business, Tesla shares finished 2025 up 11.4%, largely fueled by Elon Musk’s "Master Plan Part 4" pivot.
