Category Archives: sales

Porsche AG Reorganization 2.0 or The New Strategy 2035

Posted on 11 March 2026 by Ken Zino

Porsche AG (P911.DE) said today at the company’s annual press conference in Stuttgart that it is shifting into the next gear in the realignment of the company and its product portfolio, which began in 2025 after disastrous financial results.*

“Since I took office, our management team has systematically analyzed the situation and begun a series of initial targeted measures. These include the consistent application of our Value over Volume principle, especially in the difficult market environment of China; and the quality-oriented ramp-up of production of the all-electric Cayenne,” said the new CEO, Dr Michael Leiters. Continue reading →

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BMW Group Plant Spartanburg Largest U.S. Auto Exporter

Posted on 5 March 2026 by Ken Zino

“Plant Spartanburg is proud to be the largest automotive exporter by value in the United States, a distinction that underscores our commitment to both the state of South Carolina and the nation’s economic strength,” said Robert Engelhorn, president and CEO of BMW Manufacturing in Spartanburg. “Our exports play a crucial role in supporting a favorable balance of trade, which is essential for sustained economic growth.” Continue reading →

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Stellantis Posts Full Year 2025 Loss of €22.3B

Posted on 26 February 2026 by Ken Zino

“In the second half of the year we began to see initial, positive signs of progress with the early results of our drive to improve quality, strong execution of the launches of our new product wave and a return to top line growth. In 2026 our focus will be on continuing to close the execution gaps of the past, adding further momentum to our return to profitable growth,” claimed Filosa. [A large portion of the Stellantis Corporate farm appears to be bet on its ability to sell large Ram pickup trucks and some cars with V8 engines – Hemi – and sell more Jeeps in North America where GM and Ford are firmly entrenched. Affordability is an issue as well, so a mid-size Dakota Pickup truck is in the works. – AutoCrat] Continue reading →

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Trump Slump Forecast – February 26 New Vehicle Sales Drop

Posted on 25 February 2026 by Ken Zino

“The new-vehicle sales pace shifted to a lower gear in Q4 of last year, and that weakness is expected to continue through this month as well,” said Charlie Chesbrough, senior economist at Cox Automotive. Continue reading →

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February 2026 U.S. Vehicle Sales Forecast is Down Again

Posted on 19 February 2026 by Ken Zino

“The February sales pace shows a modest improvement over January, but will be down from a year ago, with retail sales projected to decline 4.6%. As in January, performance is being shaped by depressed electric vehicle (EV) retail demand. EVs are expected to account for just 6.6% of retail sales, down 1.8 percentage points from a year ago, while elevated transaction prices continue to weigh on volumes through ongoing affordability pressure,” said Thomas King, president of OEM solutions at JD Power. Continue reading →

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Penske Automotive Group Posts $1.3 billion in 2025 Earnings

Posted on 11 February 2026 by Ken Zino

Penske Automotive Group, Inc. (NYSE: PAG)* today announced 2025 Q4 and full-year 2025 results. For Q4 revenue was $7.8 billion compared to $8.1 billion for the same period in 2024. Net income attributable to common stockholders was $186.1 million compared … Continue reading →

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Ford Motor Posts 2025 Loss of $8.2B on Record Revenue

Posted on 10 February 2026 by Ken Zino

Ford Motor Co. (NYSE: F) today announced its disappointing Q4 and full-year 2025 financial results. Q4 and full-year revenue reached $45.9 billion and $187.3 billion, respectively. This was the  fifth consecutive year of full-year revenue growth. However, Q4  and full-year net losses of $11.1 billion and $8.2 billion, respectively, reflected impact of special items, some of them such as Trump tariff chaos and a shortage of aluminum because of a supplier fire were largely out of Ford management’s control.

“Ford delivered a strong 2025 in a dynamic and often volatile environment,” claimed Jim Farley, Ford president and CEO. “We improved our core business and execution, made significant progress in the areas of the business we control – lowering material and warranty costs and making real progress on quality – and made difficult but critical strategic decisions that set us up for a stronger future. Moving forward, we’ll continue building on our strong foundation to achieve our target of 8% adjusted EBIT margin by 2029.” Continue reading →

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Toyota Motor Posts Q3 FY 2026 Net Income of $7.6 billion

Posted on 6 February 2026 by Ken Zino

“In Japan, operating income decreased due to factors such as the effects of foreign exchange rates and increased expenses. In North America, operating income decreased due to U.S. tariffs. Other regions saw an increase in operating income thanks to increased sales volume, model mix and other factors,” said Kenta Kon, Chief Financial Officer, TMC. [Kon will take over from chief executive Koji Sato on 1April. “This change in roles is intended to accelerate management decision-making in response to changes in the internal and external environment,” Toyota said in a release. Sato  becomes vice chairman with a newly created position of chief industry officer. – AutoCrat.] Continue reading →

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Volvo Cars Posts a -44% Group Earnings Drop in 2025

Posted on 5 February 2026 by Ken Zino

“Our actions in 2025 have set us on a path to return to growth. We are confident of our long-term strategy and clear direction of travel,” said Håkan Samuelsson, President and Chief Executive. During 2025, Chinese-owned Volvo Cars sold more than 710,000 cars, 46% of them electrified. Continue reading →

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Brr Frozen January U.S. Auto Sales

Posted on 30 January 2026 by Ken Zino

“Weather-related impacts from cold weather and late-month winter storm activity will likely contribute to some of the mild January result,” said Chris Hopson, manager of North American light vehicle sales forecasting for S&P Global Mobility. “Setting up what could be some volatility for the monthly SAAR metric in the first half of 2026.”

Continued development of battery-electric vehicle sales remains increasingly uncertain. The auto policy implications of the so-called One Big Beautiful Bill Act (OBBBA or One Big BAD Bill at AutoInformed.com – AutoCrat) and developing new regulatory standards could further temper long-term BEV demand growth. Continue reading →

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GM Posts 2025 Net of $12.7B on $185B Revenue

Posted on 27 January 2026 by Ken Zino

General Motors (NYSE: GM) today reported full-year 2025 net income attributable to stockholders of $2.7 billion and EBIT-adjusted of $12.7 billion. Fourth-quarter 2025 net income attributable to stockholders was a loss of $3.3 billion, EBIT-adjusted was $2.8 billion. The GM Board announced a dividend at 20% higher quarterly rate, and approved new $6 billion share repurchase authorization.

“We expect the U.S. new vehicle market will continue to be resilient, and with our compelling vehicles, technology-driven services, and operating discipline, 2026 should be an even better year for GM. We expect our full year EBIT-adjusted margins in North America will be back in the 8-10% margin range,” said Mary Barra GM CEO and Chair. Continue reading →

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EVs Outsell Internal Combustion Vehicles in EU!

Posted on 27 January 2026 by Ken Zino

EV sales outsold internal combustion vehicles in EU during December 2025, according to data published today by the European Automobile Manufacturers’ Association. Notably, Tesla at 150,504 dropped -38% for the year. Chinese maker BYD at 128,827 posted a 228% increase. [aka ACEA at AutoInformed after its original French name].* EV sales for the full year amounted to 17.4% of the European market. Continue reading →

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Volvo Car Financial Services Extends BoA Deal

Posted on 27 January 2026 by Ken Zino

Volvo Car Financial Services (VCFS) and Bank of America (NYSE: BAC) today announced the extension of their long-standing relationship to provide auto loan and lease origination, financing, and servicing for Volvo Cars customers and Volvo Cars’ 280 U.S. retailers.* The collaboration, which began in 2012, will now continue through 2030. Continue reading →

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January 2026 U.S. Auto Sales Forecast Down

Posted on 23 January 2026 by Ken Zino

“January is historically the lowest volume sales month of the year and is also historically the least indicative of full-year sales performance. Nevertheless, January opens 2026 with a modest performance with retail sales expected to increase by 1317 units compared to a year ago,” said Thomas King, president of OEM solutions at J.D. Power. Continue reading →

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Porsche Sales Drop 10% in 2025

Posted on 16 January 2026 by Ken Zino

Porsche made the debatable claims that it re-positioned itself in 2025 and made forward-looking strategic product decisions. The delivery mix in 2025 offered combustion-engined, plug-in hybrid, and fully electric cars. In 2025, 34.4% of Porsche cars delivered worldwide were electrified (+7.4 percentage points), with 22.2% being fully electric and 12.1% being plug-in hybrids.

“This puts the global share of fully electric vehicles at the upper end of the target range of 20 to 22% for 2025. In Europe, for the first time, more electrified cars were delivered than pure combustion-engined models (57.9% electrification share), with every third car being fully electric. Among the Panamera and Cayenne models, plug-in hybrid derivatives lead European delivery figures. At the same time, the combustion-engined and T-Hybrid 911 set a new record with 51,583 deliveries worldwide,” Porsche said. Continue reading →

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