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Category Archives: mobility company
Ford Says Trump Tariffs Will Slash Earnings by $2B
Ford Motor Company (NYSE: F) reported late yesterday its Q2 and H1 2025 financial performance. The now common internally created factors of Ford’s warranty costs,* losses on electric vehicles and the external Trump’s tariff chaos negative effects were in play. Tariffs slashed $800 million from Ford profits during Q2, the Dearborn-based company said. Its latest estimate of $2 billion in tariff costs for the year includes the impact of cost-cutting and other measures Ford is taking in response to President Trump’s trade policies. Ford Motor booked a $1.3 billion loss from repairs of vehicles under warranty, cancellation of plans to build an electric sport utility vehicle and other one-time costs. The Q2 net loss was $36 million. Ford common stock per share has been trading in the $8.44 – $11.97 range during the last year, hovering ~$11 a share recently. Its three-year return of ~5% compares to the S&P 500 at 54%. Continue reading
Posted in auto news, customer satisfaction, economy, electric vehicles, financial results, manufacturing, mobility company, results, sales, shows and events
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Ford Blue, Ford CFO Sherry House, ford credit, Ford Model e, Ford Motor Q2 and H1 2025 financial performance, Ford Pro, Jim Farley, Ken Zino, Kumar Galhotra, Michigan Governor Gretchen Whitmer, X @KenAutoinformed
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Penske Automotive Group Posts Record $1.3B Q2 Gross Profit
“I am pleased with the performance of our diversified international transportation services business in the second quarter. The second quarter represented the third consecutive quarter of year-over-year earnings growth driven by an overall gross margin increase of 50 basis points, an increase of 50 basis points in retail automotive service and parts gross margin, and a 30-basis point improvement in selling, general and administrative expenses as a percentage of gross profit,” said Chair Roger Penske.
“New and used vehicle gross profit per unit retailed remained stable and strong while retail automotive same-store service and parts revenue increased 7%.” Penske continued, “While we continue to monitor the potential impact to our business from tariffs, the benefits provided by our premium brand mix, geographic diversification across the North American retail commercial truck, the U.S. and international automotive markets, and the diversification of our gross profit across new and used vehicles, service and parts, and finance and insurance, coupled with our highly variable cost structure, provide us with opportunities to flex our business to meet the changing automotive and commercial truck landscape,” Penske said. Continue reading
Posted in auto news, economy, financial results, mobility company, news analysis
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Ken Zino, pag, penske automotive group, Penske Transportation Solutions, Premier Truck Group, roger penske, X @KenAutoinformed
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Nissan Motor Posts Loss of ¥29.1B for Q1 FY 2025
Nissan Motor Company* (7201T and NSANY ADR)** today announced financial results of a ¥29.1 Billion loss for the three months of the Japanese fiscal year ending 30 2025. Both its outlook and future survival remain murky. Continue reading
Posted in auto news, financial results, manufacturing, marketing, mobility company, news analysis, results
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Dong Feng, Ivan Espinosa, Ken Zino, Magnite, N7 in China, Nissan FY 2025 forecast, Nissan Motor Company Q1 results for Japanese Fisal Year, Oppama Plant Closing, X @KenAutoinformed
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Stellantis Posts H1 2025 Loss of €2.3 Billion
Stellantis N.V. (NYSE: STLA)* today announced results for the H1 2025, reporting Net revenues of €74.3 billion, down 13% compared to H1 2024. The breathtaking net loss was -€2.3) billion, including €3.3 billion of net charges excluded from Adjusted operating income, down compared to H1 2024 Net Profit of €5.6 billion. It updated its tariff cost assumptions to an estimated 2025 net tariff of~€1.5 billion (~$1.7B), of which only €0.3 billion was incurred in H1 2025. Continue reading
Posted in auto news, economy, financial results, manufacturing, marketing, mobility company, news analysis, results, sales, shows and events
Tagged Antonio Filosa, auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, CapEx and R&D expenditures, Ken Zino, NYSE: STLA, tariff costs, X @KenAutoinformed
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American Honda Joins Tesla Supercharger Network
Honda Prologue and Acura ZDX owners now have access to more than 23,500 selected Tesla Superchargers across the United States with the availability of the first Honda-approved NACS-CCS DC fast-charging adapter, the company said today. The only DC fast charging adapter approved by Honda (NYSE: HMC) was tested for performance and compatibility for use with the Prologue and ZDX at any NACS DC fast-charging point. This confirms a previous announcement made in March 2025.
“Planning a road trip just got a lot easier for our Honda and Acura EV owners with access to the Tesla Supercharger network,” said Ryan Harty, assistant vice president of Sustainability & Business Development at American Honda Motor Co., Inc. “Combined with other growing charging networks, Honda and Acura EV drivers now have added peace of mind with a wider range of dependable DC fast charging options nationwide.”
Posted in auto news, connected vehicles, customer satisfaction, electric vehicles, global warming, marketing, milestones, mobility company, news analysis, public health
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, EVgo, IONNA DC fast-charging network, Ken Zino, NACS-CCS DC fast-charging adapter, NYSE: HMC, Ryan Harty, Tesla Superchargers., X @KenAutoinformed
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Annals of Marketing – Our Volvo Story Sweepstakes
“Everyone has a Volvo story and this is about honoring the people who have been a part of our journey, from families who have passed down their Volvo through generations, to the employees and retailers who have helped shape the brand,” said Luis Rezende, President, Volvo Car Americas. “As we celebrate 70 years and the impact we’ve had in the United States, we’re excited to invite consumers to create their own Volvo story with a chance to win a new Volvo EX90, assembled right here in South Carolina. This celebration is not just about where we’ve been but about honoring the people who’ve been with us along the way, and where we’re going next.” Continue reading
Stellantis Struggles – Q2 2025 Shipments Mostly Down Again
Stellantis N.V. today released some preliminary and unaudited financial information for the First Half of 2025, in addition to its global quarterly consolidated shipment estimates and commentary on related trends in what appears to be an attempt to ameliorate financial market expectations based on its recently dismal operating results and program cancellations as it struggles to maintain what some consider too many brands and too little resources. See The Stellantis Spin below. Continue reading
Posted in auto news, economy, financial results, manufacturing, marketing, mobility company, news analysis, results
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Ken Zino, Stellantis First Half of 2025 preliminary results, The Stellantis Spin. Doug Ostermann. Antonio Filosa, X @KenAutoinformed
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BMW Group – My Trips Apps Now Show Driver’s Carbon Footprint
The BMW Group said today that it is now offering customers an analysis of their driving personal carbon footprint stats in the My BMW App and MINI App for the first time. This in AutoInformed’s view is a breakthrough that will ease the ride on the sometimes-bumpy road to electrification.
“Our usage research shows: The information in My Trips is one of the most popular features in the app,” said Dirk Wiedmann, Senior Vice President Sales Steering and Strategy, Digitalization. “We are now expanding this successful function with carbon footprint calculation, giving our customers simple and straightforward access to sustainability-related information via a popular and widely used channel.” Continue reading
Posted in auto news, connected vehicles, electric vehicles, electronics, environment, fuel economy or emissions, global warming, milestones, mobility company, news analysis, public health, shows and events, software defined vehicles
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, BMW Group electrification, Dirk Wiedmann, global warming software, Ken Zino, My BMW App, My MINI App, TÜV-certified carbon footprint, X @KenAutoinformed
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First GMC Acadia Denali Ultimate Debuts in Late 2025
GMC (NYSE: GM) said today that the 2026 Acadia mid-size SUV will be the latest vehicle in GMC’s lineup to receive the so-called ultra-premium Denali Ultimate trim.
“Denali Ultimate represents the pinnacle of premium expression for the GMC brand, delivering an innovative mixture of stunning craftsmanship and real-world capability,” said Jaclyn McQuaid, global vice president, Buick and GMC. “Expanding Denali Ultimate’s innovative technologies and exclusive design elements to the Acadia nameplate allows us to further differentiate our mid-size offering in a highly competitive segment.” Continue reading
Posted in auto news, design and styling, marketing, milestones, mobility company, new vehicle, shows and events
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, GM Acadia mid-size SUV in Denali trim, GM Super Cruise, Jaclyn McQuaid, Ken Zino, onstar, X @KenAutoinformed
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Volvo Cars Posts Q2 2025 -10B SEK Loss
Volvo Cars (VOLCAR-B.STO) said today that it posted a Q2 group operating profit (EBIT) of SEK -10.0 billion. The gigantic loss followed a warning this week that it would take an impairment charge( read AutoInformed.com on: Chinese Trade Wars – Volvo Q2 2025 Impairment Charge). The Chinese owned company also said that it would build its best-selling car in the U.S. in South Carolina starting in late 2026 (Volvo Cars to Build XC60 SUV in Ridgeville). The loss, down from a profit of 8B SEK year-over year, appears to have surprised analysts who thought the loss would be much higher.
“The market continued to be challenging in Q2 as well,” said Håkan Samuelsson, President and CEO of Volvo Cars. “Demand remains under pressure from the macroeconomic environment, tariff-related uncertainties and tougher competition. However, our turnaround actions are starting to show results. In a Q2 market with headwinds we made a clear improvement of free cash flow versus Q1 and our EBIT margin excluding items affecting comparability was slightly higher.”
Posted in auto news, financial results, manufacturing, marketing, mobility company, news analysis, results, sales, shows and events
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, electric Volvo EX60, Geely Holding, Håkan Samuelsson, Ken Zino, X @KenAutoinformed, XC70
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China – BMW Group Links with Momenta for ADAS
“This collaboration of partners sharing the same mindset, will enable us to offer our customers in China a unique automated driving experience. We are combining 20+ years of pioneering safety with locally trained driving knowledge and state of the art Chinese AI technology,“ said Dr. Mihiar Ayoubi, Senior Vice President, Driving Experience, BMW Group. Continue reading
Posted in auto news, autonomous vehicles, mobility company, news analysis, shows and events, software defined vehicles
Tagged Advanced Driver Assistance Systems, auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, bmw group, BMW in China, Dr. Mihiar Ayoubi, Ken Zino, Sean Green, X @KenAutoinformed
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Autonomous Cars – Cognitive Intelligence v Machine Learning
MOTOR Ai* announced today a $20 million “seed funding round to bring ‘cognitive intelligence’ autonomous driving technology into full deployment, starting with German public roads.” The new capital will support hiring, commercial rollouts, and expansion of its technology. AutoInformed notes that the recent Nazi propaganda spouted by Grok, the X social media chatbot, is just the latest example of the problems with large language models, aka L.L.M.s. Gathering large amounts of data doesn’t mean that systems using LLMs can think and reason safely without unintended dire consequences, such as X’s CEO Linda Yaccarino being fired by Elon Musk or Tesla’s Autopilot or leaving the company for her own reasons? [Ironically there isn’t enough verifiable data on this -AutoCrat] Continue reading
Posted in auto news, autonomous vehicles, connected vehicles, electronics, mobility company, news analysis, software defined vehicles, transportation
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Cyber Resilience Act provisions, eCAPITAL, elon musk, ISO 26262, Ken Zino, Large Language Models, Linda Yaccarino, MOTOR Ai, Roy Uhlmann, Segenia Capital, X @KenAutoinformed
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Annals of Marketing – New Electric Mercedes-Benz GLC
Mercedes Benz said today that at its Technology Center in Sindelfingen, Germany, CEO Ola Källenius is testing the new Mercedes-Benz GLC with EQ technology.* In the latest YouTube video by Mercedes‑Benz, Källenius teases the model series. He previewed its design, capabilities, and handling. In previous videos, Ola Källenius drove the electric CLA and electric G-Class in the landscapes of Austria and Sweden, offering a sneak peek ahead of each vehicles’ world premiere. The new electric GLC, will be unveiled at Munich’s IAA motor show on 7 September 2025. Once upon a forgotten time this would have happened at the Frankfurt Motor show. Continue reading
Posted in auto news, electric vehicles, electronics, engineering, marketing, mobility company, new vehicle
Tagged 2026 Mercedes-Benz GLC, auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, GLC 400 4MATIC with EQ technology, Ken Zino, mercedes-benz, Mercedes-Benz Technology Center, Ola Källenius, X @KenAutoinformed, YouTube video by Mercedes‑Benz
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Nürburgring – BMW M2 CS Beats Audi RS-3 Record
BMW said today that the new BMW M2 CS setsa new benchmark on the legendary Nordschleife racetrack of the Nürburgring on 11 April 2025. Driven by BMW M development engineer Jörg Weidinger, it completed the 12.9-mile Nürburgring-Nordschleife circuit in 7:25.5, beating the previous best time for compact cars by eight seconds. In March Audi set a new record lap in the compact vehicle class on the Nordschleife at 7:33.123 minutes. Depending on the ongoing Trump tariff wars, Audi might still retain the lower price entry point for a top Nordschleife runner., depending on who you value – in currency units – the ~8 seconds in elapsed times. Continue reading
Posted in auto news, electronics, engineering, marketing, milestones, mobility company, new vehicle, news analysis, performance, results, shows and events
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, BMW M GmbH, BMW M Test Center, BMW M2 CS, Franciscus van Meel, Ken Zino, Nürburgring-Nordschleife circuit, X @KenAutoinformed
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Magna Posts Q2 2025 EBIT of $583 Million
Magna International (TSX: MG; NYSE: MGA) today reported relatively robust Q2 and H1 financial results in the midst of Trump’s ongoing tariff chaos and his hostility toward our Canadian friends, neighbors and business partners.
“Our strong operating results for the second quarter of 2025 exceeded our expectations and reflect continued execution on our performance initiatives, including operational excellence, restructuring, commercial recoveries, and reduced capital and engineering spending,” said Swamy Kotagiri, Magna Chief Executive Officer. Continue reading →