Category Archives: financial results

Penske Automotive Group Posts Lukewarm Q2 Results

“I am pleased to see that our service and parts business remains strong and contributed to our record total quarterly revenue of $7.7 billion. In addition, our focus on efficiency and controlling costs drove a sequential decline in selling, general, and administrative expenses as a percentage of gross profit by 50 basis points to 70.2%,” said Chair and CEO Roger Penske, which is more or less what he said about Q1 results. Continue reading

Posted in auto news, economy, financial results, mobility company, news analysis, results | Tagged , , , , , | Leave a comment

Ford EVs and Quality Damage First Half Net Income and EPS

Ford Motor (NYSE: F) posted disastrous financial results this week caused by its struggling electric vehicle business and the ongoing costs of large recalls on vehicles of its past. Ford posted Q2 2024 quarter revenue of $47.8 billion, net income of $1.8 billion and adjusted EBIT of $2.8 billion (see the accompanying results chart for Q2 and combined Q1 and Q2 numbers). Leaving aside the Ford spin on the financial results for the moment, the Dearborn based automaker is haunted by its past as well as current management practices sharing a precarious future with other once formidable global legacy automakers. Continue reading

Posted in auto news, customer satisfaction, financial results, manufacturing, mobility company, news analysis, quality, sales | Tagged , , , , , , , , , | 2 Comments

Stellantis Tanks in First Half of 2024 – Net Profit -48%

“The Company’s performance in the first half of 2024 fell short of our expectations, reflecting both a challenging industry context as well as our own operational issues,” said Carlos Tavares, CEO. “We have significant work to do, especially in North America, to maximize our long-term potential.” Seven or more senior executives have left Stellantis so far this year. Continue reading

Posted in auto news, electric vehicles, financial results, marketing, news analysis, software defined vehicles | Tagged , , , , , , , , , , , , , , , , , , , , , , | 1 Comment

GM Earns $4.4 Billion on Record Revenue – Raises Forecast

“With our new investments, we have an even stronger focus on margins and capital efficiency.,” said Mary Barra, GM Chair and CEO “It was truly a great first half. And we have the products, discipline and strategies to drive future success.” Continue reading

Posted in auto news, autonomous vehicles, connected vehicles, economy, electric vehicles, financial results, marketing, mobility company, news analysis | Tagged , , , , , , , , | Leave a comment

VW Group – €2.6 Billion Exposure Over EV Plant Closing

In an ad hoc release late yesterday, the Volkswagen Group slashed its annual financial results forecast over the costs of the potential shutting down of an Audi EV plant in Brussels. In total, this will lead to a “burden on the operating result of up to €2.6 billion in the 2024 financial year.” Continue reading

Posted in auto news, electric vehicles, financial results, labor issues, mobility company, news analysis | Tagged , , , , , , , , , | Leave a comment

Stellantis Promise or Puff? – Clean, Safe, Affordable Mobility

No matter how nuanced a view you take, Jeep is central to the plan. The China Leapmotor Strategy is either daft – given the expanding global trade war with China or dictated by reality. Perhaps more significant in this moment, Stellantis re-affirmed its 2024 financial guidance and capital return plan, which promises double-digit Adjusted Operating Income (AOI) margin and positive industrial free cash flows. Stellantis will provide  ≥€7.7 billion in dividends and buybacks during 2024. Continue reading

Posted in auto news, electric vehicles, financial results, fuel economy or emissions, global warming, manufacturing, marketing, mobility company, news analysis | Tagged , , , , , , | Leave a comment

Honda Post Record Operating Profit of $7B in FY 24

“In FY25, we will steadily proceed with dedicating resources towards electrification and aim to achieve operating profit of ¥1 trillion 420 billion and an operating profit margin of 7%, which is one year ahead of our original target,” said Toshiro Mibe, Director, President and Executive officer. He was the first Honda chief executive in history to attend the annual results conference. Normally, the finance staff conducts it with regional operating officers. Continue reading

Posted in auto news, financial results, mobility company, news analysis, results, sales | Tagged , , , , , | Leave a comment

Toyota Motor Posts Record FY24 Net Income of $39.1B

“We faced many challenges, including those posed by COVID-19 and production restrictions due to tight semiconductor supplies, but the results showed the efforts of each front-line employee, including those of our suppliers and dealers, each recognized what they needed to do and acted accordingly, and a management structure and profit structure that was built to be resilient to crises,” said Koji Sato, president. Continue reading

Posted in auto news, economy, electric vehicles, financial results, manufacturing, marketing, mobility company, news analysis, sales | Tagged , , , , , , | Leave a comment

BMW Group – Good Q1 Earnings on Slight Sales Increase

The BMW Group said today in Munich that during Q1 of 2024 it delivered 594,533 automobiles. This means, the company posted a tiny increase of 1.1% compared to the previous year. Throughout the three-month period, the major automotive markets largely showed an upward trend based on pent up demand and increased sales in the mid-price volume segment. Continue reading

Posted in auto news, financial results, marketing, news analysis | Tagged , , , , , | Leave a comment

Mercedes-Benz Q1 2024 Profit Drops 25% as Sales Slump

Mercedes-Benz Group AG (MBG.DE) has reported Group Earnings Before Interest and Taxes (EBIT) of €3.9 billion (Q1 2023: €5.5 billion) a surprising drop of -25% but in line with struggles at European-based Volkswagen Group and Stellantis. Continue reading

Posted in auto news, economy, electric vehicles, financial results, marketing, news analysis, results, transportation | Tagged , , , , , , , , , | Leave a comment

Penske Automotive Group 2024 Q1 Earnings Drop

“Our retail automotive service and parts revenue grew 9% to a quarterly record of $746 million. During the quarter, we experienced a recovery across our used vehicle retail automotive operations with profitability improving sequentially by $428 per unit retailed. Further, I was pleased with our focus on controlling costs as selling, general, and administrative expenses as a percentage of gross profit improved by 30 basis points sequentially to 70.7%,” said Roger Penske Chair and CEO. Continue reading

Posted in auto news, financial results, manufacturing, mobility company, news analysis, results, transportation | Tagged , , , , , , , , | 1 Comment

Stellantis Q1 Revenues, Shipments Drop – Transition or Trend?

Stellantis reiterated a minimum commitment of double-digit Adjusted operating income (AOI) margin in 2024, as well as positive Industrial free cash flow, despite macroeconomic uncertainties. Stellantis claimed that it is on track to deliver total capital returns in 2024 more than €7.7 billion, for an 11% yield as a percentage of Stellantis market capitalization on 1 January 2024. It is likely that its value will go down in the short term. The company, in AutoInformed’s view is in a transition that requires the balancing of market share, product cost, revenue and development of new offerings. It is not alone among automakers. Continue reading

Posted in auto news, electric vehicles, financial results, mobility company, news analysis, results | Tagged , , , , , , , , , , , , , , , | Leave a comment

Badass UAW Bargaining Committee Gets Record Daimler Deal

“Tonight, I’m in Charlotte, North Carolina, and I am honored to be joined by the badass bargaining committee representing over 7000 members at Daimler Truck North America,” Fain said. “We’re here tonight to announce a major victory for the members who build Freightliner and Western Star trucks and Thomas Built buses. Today, we reached a tentative agreement with Daimler. What started thirty-two years ago this month at the Mt. Holly plant, when the courageous 17-day strikers stood up and won a historic, first of its kind agreement, has come full circle. Continue reading

Posted in auto news, financial results, labor issues, manufacturing, mobility company, people, transportation | Tagged , , , , , , , , | Leave a comment

Ford Motor Posts Q1 2024 Net Income of $1.3 Billion

Ford Motor (NYSE: F) late yesterday posted weak 2024 Q1 operating results of $42.8 billion in revenue (+1.3B YoY), net income of $1.3 billion (-1.1%), and adjusted EBIT of $2.8 billion (-6%) as global sales dropped 11,000 vehicles to 1,045,000. Ford nonetheless declared a second-quarter regular dividend of 15 cents per share, payable 3 June to shareholders of record at the close of business on 8 May 2024. Continue reading

Posted in auto news, financial results, manufacturing, marketing, mobility company, news analysis, sales | Tagged , , , , , , , , | 1 Comment

GM Posts $3 Billion in Q1 Earnings. Raises 2024 Guidance

“As we continue to strengthen our ICE [internal combustion engine] portfolio, scale EVs and reinvest in the business, we are very focused on capital efficiency, enhancing profitability and free cash flow, and we will continue to take steps to create shareholder value,” said CEO Mary T. Barra. GM has produced more than $23 billion of Auto Adjusted Free Cash Flow during the last 24 months, and expects to generate more than $30 billion in the 2022-2024 period. Continue reading

Posted in auto news, economy, electric vehicles, financial results, manufacturing, marketing, mobility company, news analysis, results | Tagged , , , , , , , | Leave a comment