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- Milestones – 15 Million Honda Accords Sold in U.S.
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- June 2026 U.S. Auto Sales Forecast Up 3.6%
- BMW Expands Factory Use of Humanoid Robots
- “Disasters” – UAW on NAFTA, U.S.-Mexico-Canada Agreements
- Connectivity Snags Haunt Improvements in New-Vehicle Quality
- Trumped! – 2026 Vehicles Sales Forecasts All Down
- Annals of Marketing – Chevrolet Heartbeat of America Revived
- Milestones – Nissan Canton Builds 1 Millionth Frontier Truck
- Porsche AG Board Drastically Cuts 2025 Annual Dividend ~50%
- Ford Recalls Expand – Six More Covering ~172,000 Vehicles
- AAA – Independence Weekend Travel Forecast Flat
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- Carry Over Pricing Planned on the 2027 Subara Solterra
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- Magna International on Magna International Posts Q1 2026 EPS Loss of $0.04
- Council on Foreign Relations on Iran and Strait of Hormuz on AAA – Pump Gasoline Prices Still Soaring
- Autocrat on Stellantis Subordinated Perpetual Hybrid Bonds on Stellantis Posts Full Year 2025 Loss of €22.3B
- Michigan Governor Whitmer on Pew – Confidence in Trump Dips, Fewer Support His Policies
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Category Archives: sales
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
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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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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ACEA – June and H1 EU Sales Dropping
During the first half of 2025 (H1 2025), new EU car registrations dropped by 1.9% compared to the same period last year, with a large -7.3% year-on-year (YOY) decline for June, according to data released today by the European Automobile Manufacturers’ Association, aka ACEA at AutoInformed after its original French name.**
The lobbying group of 15 major European automakers said that “the battery-electric car market share for H1 2025 stood at 15.6%, still far from where it needs to be at this point in the transition. Hybrid-electric models continue to grow in popularity, retaining their place as the most popular power type amongst buyers.” Continue reading
Posted in auto news, economy, environment, global warming, manufacturing, marketing, news analysis, sales
Tagged ACEA June 2025 and H1 EU sales, auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Death of the diesel, Ken Zino, X @KenAutoinformed
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July Record – $49.8B Spent New Vehicles in U.S.
Total U.S. new-vehicle sales for July 2025, including retail and non-retail transactions, are forecast to reach 1,380,500, a 3.2% increase from July 2024 according to a joint forecast from J.D. Power and GlobalData. Comparing the same sales volume without adjusting for the number of selling days translates to an increase of 7.4% from 2024. Nonetheless, consumer spending set record for month with $49.8 billion spent on new vehicles if the forecast holds, which is likely given the track record of the source.
“July retail sales are projected to finish 4.1% higher than a year ago but interpreting that gain requires care due to events both last year and this year that disrupted normal monthly sales patterns,” said Thomas King, president of the data and analytics division at J.D. Power. Continue reading
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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Chinese Trade Wars – Volvo Q2 2025 Impairment Charge
Chinese owned Volvo Cars (VOLCAR B:STO) today announced a SEK 11.4 billion (~$1.2B) non-cash impairment charge in Q2 of 2025. Volvo is adjusting the financial assumptions for the EX90 and ES90 platform, because of previous launch delays and import tariffs in several markets. Among other woes, Volvo can’t sell the ES90 profitable in the U.S. Volvo Cars will publish its second quarter 2025 financial results on Thursday, 17 July 2025 at 07:00 CEST. Continue reading
Posted in auto news, economy, electric vehicles, financial results, news analysis, sales
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Fredrik Hansson, Geely Holding, Ken Zino, Volvo Car financial results, Volvo Cars, Volvo Q2 2025 Impairment charge, X @KenAutoinformed
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Porsche Macan Sales ~60% Electric
Porsche (P911.DE) said today in Stuttgart that it increased its share of electrified vehicles sold during the first half of 2025 to ~36.% for a 14.5 percentage points increase year-over-year.* These consist of 23.5% fully electric vehicles and 12.6 % plug-in hybrids. The strongest growth among the sports car manufacturer’s six model lines was recorded by the Macan with a 15 % increase.
“The fully electric Macan is making a significant contribution to our proportion of electrified cars,” said Matthias Becker, Board Member for Sales and Marketing at Porsche AG. “Overall, we have succeeded in keeping sales volumes stable and balanced across the sales regions despite ongoing geopolitical challenges. Our customers continue to place great value on individualized vehicles, and we will continue to expand our offerings in this area.” Continue reading
Posted in auto news, connected vehicles, electric vehicles, marketing, news analysis, results, sales
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Ken Zino, Macan 4, Macan Turbo, Matthias Becker, porsche macan, Porsche sales of electrified vehicles first half 2025, X @KenAutoinformed
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American Honda Posts Q2 2025 Sales Increase of 8.4%
American Honda said today that it posted sales increases in June, Q2 and thereby leading to relatively strong First Half Sales Increase of 8.4%.
“The Honda and Acura brands continue to buck industry trends with sales increases in June and the second quarter as our strong sales momentum continues through the first half of the year,” said Lance Woelfer, vice president of Auto Sales at American Honda Motor Co. Inc. “Driven by the success of all-new products like the Honda Passport and Acura ADX, and record sales of electrified models we continue to meet customer needs and manage changing market conditions.” Continue reading
Posted in auto news, economy, marketing, news analysis, results, sales
Tagged Acura Q2 2025 Sales Highlights, American Honda Motor Company, auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Honda Q2 2025 Sales Highlights, Ken Zino, Lance Woelfer, X @KenAutoinformed
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Toyota Motor North America Q2 Sales up 7.2%
“Steady demand for our Toyota and Lexus brands resulted in strong sales throughout the second quarter,” said Mark Templin, executive vice president and chief operating officer, TMNA. “Our lineup of 32 electrified vehicles was a big part of that draw as they represented over 46% of our sales in June.” Continue reading
Posted in auto news, economy, electric vehicles, marketing, mobility company, news analysis, results, sales, Trump Truth Tests
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Ken Zino, Mark Templin, NYSE: TM, Toyota Motor North America sales, X @KenAutoinformed
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GM Posts Strong YTD 2025 U.S. Sales
General Motors (NYSE: GM) said today that its U.S. sales increased 7% in the second quarter and 12% in the 2025 first half. GM led the U.S. automotive industry in total and retail sales in the year’s first six months, with sales growth well ahead of the estimated 4% total auto industry growth. This is in sharp contrast to Ford Motor Company claims today and is the result of selective use of categories and time periods by both companies.
“The investments we have made in our crossovers, SUVs, and pickups – both gas and electric – along with great execution by our employees, suppliers and dealers, have made GM the engine of growth for the U.S. industry this year,” said Duncan Aldred, GM senior VP and president of North America. Continue reading
Ford Motor Q2 2025 Sales up 14.2%
Ford Motor Company (NYSE: F) said today that Q2 sales rose 14.2%, largely because of sales of trucks and SUVs. Ford claimed that it was well ahead of the U.S. industry in Q2 by increasing, sales ~10 times the estimated 1.4% industry increase. It also said it expanded market share to an estimated 14.3%, up 1.8 percentage points compared to Q1 2025. Continue reading
Trump Tariff Legacy – U.S. June Auto Sales Soft
Total U.S. new-vehicle sales during June 2025, including retail and non-retail transactions, are projected to reach 1,247,900, a slight 2.5% increase from June 2024 according to a joint forecast from J.D. Power and GlobalData released today.* June 2025 has 24 selling days, two fewer than June 2024. Comparing the same sales volume without adjusting for the number of selling days translates to a decrease of 5.4% from 2024.The seasonally adjusted annualized rate (SAAR) for total new-vehicle sales is expected to be 15.0 million units, up 0.2 million units from June 2024. Continue reading
Posted in auto news, economy, manufacturing, marketing, news analysis, results, sales, Trump Truth Tests
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, David Oakley, GlobalData, j.d power, J.D. Power and GlobalData forecasts, Ken Zino, Thomas King, X @KenAutoinformed
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Used Vehicle Prices Down as Consumer Sentiment Drops
“We started to see stronger sales trends in late July and early August for retail and wholesale markets, and that’s causing some additional volatility in wholesale pricing trends in recent weeks, against a stronger comparison from last year,” said Jeremy Robb, senior director of Economic and Industry Insights at Cox Automotive. Continue reading →