Core Insights - Hyundai Motor America achieved record total sales of 55,624 units in January 2026, marking a 2% increase compared to January 2025, driven by strong hybrid demand and robust performance in SUVs [1][3][4] Sales Performance - Total sales for January 2026 were 55,624 units, up from 54,503 units in January 2025, reflecting a 2% year-over-year increase [3] - The SUV segment accounted for 77% of total sales, with standout performances from the Santa Fe and the all-new Palisade, which saw a 29% increase in sales [1][4] - Hybrid vehicle sales surged by over 60%, indicating a strong consumer shift towards electrified vehicles [2][4] Product Highlights - The all-new Hyundai Palisade was named the 2026 North American Utility Vehicle of the Year, reinforcing its status as a benchmark in the segment [5][6] - The IONIQ 9 was recognized as Vehicle of the Year by Auto Focus, highlighting its innovation and performance in the electric SUV market [5] - The Hyundai Elantra Hybrid and Tucson were included in U.S. News & World Report's 2026 Best Cars for the Money list, showcasing their value and quality [5] Model-Specific Sales Data - Elantra: 9,091 units sold, up 3% from 8,866 units [7] - Ioniq 5: 2,126 units sold, down 6% from 2,250 units [7] - Ioniq 6: 344 units sold, down 61% from 871 units [7] - Kona: 5,321 units sold, up 22% from 4,365 units [7] - Palisade: 8,604 units sold, up 29% from 6,687 units [7] - Santa Fe: 9,011 units sold, up 9% from 8,296 units [7] - Tucson: 14,428 units sold, down 4% from 15,025 units [7] Corporate Developments - Hyundai Motor Group is investing $26 billion in the U.S. from 2025 to 2028, indicating a strong commitment to expanding operations and enhancing its market presence [8]

Core Insights - BMW Group experienced a decline in vehicle deliveries in Q4 2025, primarily due to reduced demand in the US and China, with total deliveries at 667,981, a 4.1% decrease year-on-year [1] - Despite the decline in Q4, the company reported an overall increase in vehicle sales for the full year 2025, delivering 2,463,715 vehicles, a 0.5% rise from 2024 [3] Delivery Performance - In Q4 2025, deliveries in the US fell by 4.6% and in China by 15.9%, while European sales increased by 4% [1] - For the full year, BMW brand deliveries totaled 2,169,761 vehicles, down 1.4% from the previous year, with gains in Europe, the Americas, and parts of Asia offsetting weaker demand in China [4] Electrified Vehicles - Sales of electrified vehicles reached 642,087 units in 2025, an 8.3% increase year-on-year, with fully electric models accounting for 442,072 deliveries, representing a growth of 3.6% [4] - In Europe, battery-electric vehicles (BEVs) made up about 25% of total sales, with BEVs and plug-in hybrid electric vehicles (PHEVs) combined reaching over 40% [3] Brand Performance - The MINI brand saw a significant increase in global deliveries, up 17.7% to 288,290 vehicles, with fully electric models comprising more than one-third of its sales [5] - Rolls-Royce delivered 5,664 vehicles, a slight decline of 0.8%, while BMW Motorrad sold 202,563 motorcycles and scooters, down 3.7% [5] Regional Sales - Combined BMW and MINI deliveries in Europe rose by 7.3% in 2025, including an 8.7% increase in Germany [5] - Sales in the Americas grew by 5.7%, with the US market up by 5.0%, while Asia saw a decline of 9.3%, largely due to a 12.5% drop in China [6]

Core Insights - Toyota Motor North America (TMNA) reported a total of 2,518,071 vehicle sales in the U.S. for the year 2025, marking an increase of 8.0% on a volume basis and 8.3% on a daily selling rate (DSR) basis compared to 2024 [1][9] - Sales of electrified vehicles reached 1,183,248 units, up 17.6% on a volume basis, representing 47.0% of total sales volume [1][9] - The Lexus division achieved its best-ever full-year sales result, with a total of 370,260 vehicles sold, up 7.1% on a volume basis [5][8] Sales Performance - For the fourth quarter of 2025, TMNA reported sales of 652,195 vehicles, an increase of 8.1% on both volume and DSR basis compared to Q4 2024 [2][9] - December 2025 sales totaled 231,513 vehicles, up 10.3% on a volume basis and 6.0% on a DSR basis compared to December 2024 [3][9] - The Toyota division sold 2,147,811 vehicles in 2025, up 8.1% on a volume basis, while the Lexus division sold 99,685 vehicles in Q4, up 2.3% [4][5] Electrified Vehicle Sales - Sales of electrified vehicles in Q4 2025 totaled 290,840, down 1.9% on both volume and DSR basis, representing 44.6% of total sales volume for that quarter [2][9] - In December 2025, electrified vehicle sales reached 104,088 units, a slight increase of 0.2% on a volume basis but a decrease of 3.7% on a DSR basis [3][9] - The total number of electrified vehicle options available between Toyota and Lexus brands is currently 30 [8][9] Strategic Investments - In 2025, Toyota launched its first U.S. battery plant in North Carolina with a nearly $14 billion investment, creating up to 5,100 American jobs [9][10] - The company also invested $912 million across five manufacturing plants, adding 252 new jobs as part of its commitment to invest $10 billion in the U.S. over the next five years [9][10] Customer Engagement - Andrew Gilleland, senior vice president of Automotive Operations Group, emphasized the strong customer response in 2025, highlighting the importance of affordability and choice in their vehicle lineup [6][9] - The success of popular models like the Camry and Corolla, along with a diverse range of vehicles starting under $30,000, reflects customer preferences for accessible options [6][9]

Core Viewpoint - Toyota Motor Corporation plans to invest US$ 10 billion in its US operations over the next five years, reinforcing its commitment to the US market as part of trade negotiations with the US government [1][4] Investment Details - The new investment will increase Toyota's total investment in the US to US$ 60 billion since its establishment in the country approximately 70 years ago [2] - Currently, Toyota employs around 50,000 people in the US across 11 manufacturing plants and has produced over 35 million vehicles in the country [2] Battery Plant Opening - The announcement coincided with the opening of Toyota's first overseas electric vehicle battery plant in North Carolina, which involved an investment of US$ 13.9 billion [3] - The new facility, Toyota Battery Manufacturing North Carolina (TBMNC), is dedicated to producing lithium-ion batteries for battery electric vehicles and hybrid vehicles, and is expected to employ about 5,100 people at full production [3] Strategic Approach - Toyota's new battery plant is part of its 'best-company-in-town approach,' focusing on local investment and production while contributing to the local community [4] - Tetsuo Ogawa, president and CEO of Toyota Motor North America, emphasized that the investment marks a pivotal moment in the company's history and reinforces its commitment to various stakeholders [4]

Core Insights - Toyota has officially commenced production at its new $13.9 billion battery manufacturing plant in North Carolina, alongside an additional $10 billion investment in U.S. operations over the next five years, marking a significant milestone in the company's history [1][2] Group 1: Investment and Production - The North Carolina facility spans 1,850 acres and is Toyota's first battery plant outside Japan, expected to create up to 5,100 new jobs in the U.S. [1] - The plant will produce 30 gigawatt-hours of lithium-ion batteries annually, supporting Toyota's hybrid, plug-in hybrid, and fully electric vehicle lineup [3] - The facility will feature 14 production lines, manufacturing batteries for models such as the Camry HEV, Corolla Cross HEV, RAV4 HEV, and an all-electric three-row battery electric vehicle [4] Group 2: Community and Economic Impact - Toyota's investment is projected to bring the total U.S. investment to nearly $60 billion since the company began operations in the U.S. nearly 70 years ago [2] - The facility aims to be a vibrant community, offering childcare services, a medical clinic, pharmacy, and fitness center for employees [5] - Transportation Secretary Sean Duffy highlighted the announcement as a demonstration of confidence in the administration's efforts to reshore manufacturing and create high-paying jobs [6]

Core Insights - Toyota has commenced production at its new battery plant in Liberty, North Carolina, marking a significant step in its global vehicle electrification strategy [1][2] - The facility represents a nearly $14 billion investment and is expected to create up to 5,100 jobs in the U.S. [1][3] - An additional investment of up to $10 billion over the next five years will bring Toyota's total U.S. investment to nearly $60 billion [1][2] Investment and Economic Impact - The new plant is Toyota's first battery manufacturing facility outside Japan and will serve as a hub for lithium-ion battery production [3][4] - The facility spans 1,850 acres and has the capacity to produce 30 GWh of batteries annually [3] - The investment is anticipated to have a substantial economic impact on the Piedmont Triad region of North Carolina [2][3] Job Creation and Community Development - The establishment of the plant will create over 5,000 new jobs for North Carolinians [4][5] - The facility will include amenities for employees, such as on-site childcare, a pharmacy, a medical clinic, and a fitness center [4] - Toyota is committed to workforce development through educational initiatives, including a $2.7 million grant to local schools [6][8] Product Focus and Future Plans - Batteries produced at the North Carolina plant will power various Toyota hybrid and electric vehicle models, including the Camry HEV and a new all-electric 3-row BEV [4][9] - Additional production lines are expected to launch by 2030, expanding the plant's capabilities [4] Commitment to Sustainability and Innovation - Toyota has sold over 6.6 million electrified vehicles in the U.S. since 2000, demonstrating its commitment to reducing carbon emissions [9] - The company emphasizes building where it sells, aligning with its sustainability philosophy [9][10]

Core Insights - Toyota Motor Corporation reported a 2.8% year-on-year increase in global sales to 949,153 vehicles in September 2025, with a notable 4.2% rise in overseas sales to 769,028 units, while domestic sales in Japan decreased by 2.8% to 180,125 units [1] - In the first nine months of 2025, total sales for Toyota Group rose by 5.8% to 8,358,426 units, with Japan's sales increasing by nearly 15% to 1,545,358 units and overseas sales up by 3.9% to 6,813,068 units [2] - Year-to-date global sales of Toyota and Lexus vehicles increased by 4.7% to 7,783,007 units, with North America showing a 7.1% increase to 2,171,163 units and Asia (excluding Japan) rising by 3.7% to 2,367,645 units [3] Sales Performance - Global sales of electrified vehicles from Toyota and Lexus rose by 14% to 3,703,634 units in the first nine months, making up 48% of total sales, with battery electric vehicles (BEVs) increasing by over 26% to 136,190 units [4] - Daihatsu's global sales surged by 31% to 492,210 units year-to-date, with a significant rebound in Japan where sales increased by 59% to 391,248 units, although overseas sales fell by 23% to 100,962 units [5] - Hino Motors, part of the Toyota Group, experienced a 10% decline in global sales to 83,209 units, with domestic sales dropping by almost 17% to 25,985 units and overseas sales decreasing by over 5% to 57,224 units [5]

Core Insights - Ford Motor Company reported a total of 545,522 vehicle sales in the U.S. for Q3 2025, reflecting an 8.2% increase year over year, marking seven consecutive months of sales growth [1][9] - Sales of electrified vehicles reached 85,789 units, up 19.8% year over year, accounting for 15.7% of total sales, with a year-to-date total of 242,298 units, up 16.5% [1][9] - The Mustang Mach-E and F-150 Lightning achieved record sales, with Mach-E sales up 50.7% to 20,177 units and F-150 Lightning sales up 39.7% to 10,005 units [2] Vehicle Sales Performance - Pickup and van sales totaled 313,654 units, an increase of 7.4% from the previous year [1] - Expedition sales surged 47.4% to 21,844 units, marking its best third quarter in 20 years, while the Navigator and Bronco also saw significant increases [3] - The Explorer, recognized as America's best-selling three-row SUV, experienced a 33.3% increase in sales to 55,000 units [3] Software and Services Growth - Ford Pro Intelligence software subscriptions rose approximately 30% year over year, with 815,000 active subscribers [4] - The BlueCruise hands-free driving feature surpassed 7 million hours of use, with a recent update adding new functionalities [4] Future Product Launches - Ford plans to begin shipping the Explorer Tremor and F-150 Lobo in Q4 2025, expanding its performance vehicle lineup [5] Competitive Landscape - General Motors reported U.S. sales of 710,347 units in Q3 2025, up 8% year over year, with EV sales reaching 66,501 units [6] - Stellantis sold 324,825 vehicles in Q3 2025, marking a 6% increase year over year, ending a streak of declining sales [7] Valuation and Estimates - Ford's shares have outperformed the Zacks Automotive-Domestic industry, gaining 23.4% year to date compared to the industry's 12.3% [8] - The company appears undervalued with a forward sales multiple of 0.30, significantly lower than the industry's 3.45 [11] - The Zacks Consensus Estimate for Ford's EPS for 2025 and 2026 has increased by 2 cents and 3 cents, respectively, over the past 60 days [12]

Core Insights - Toyota Motor North America (TMNA) reported a significant increase in vehicle sales for September 2025, with total sales reaching 185,748 units, marking a 14.2% increase compared to September 2024 [1] - Electrified vehicle sales for September totaled 85,092 units, up 8.1% year-over-year, representing 45.8% of total sales volume [1][3] - For the third quarter of 2025, TMNA's total vehicle sales were 629,137 units, a 15.9% increase from the same period in 2024, with electrified vehicle sales reaching 282,794 units, up 10.5% [1][2] Sales Performance - TMNA's sales for September 2025 showed a daily selling rate (DSR) increase of 9.5% compared to the previous year [1] - The Toyota division's September sales were 158,959 vehicles, up 13.4% on a volume basis, while Lexus division sales reached 26,789 vehicles, up 19.4% [1][3] - For the third quarter, the Toyota division reported sales of 537,528 vehicles, up 16.4%, and Lexus division sales of 91,609 vehicles, up 13.1% [1][3] Electrified Vehicle Strategy - TMNA currently offers 30 electrified vehicle options across Toyota and Lexus brands, contributing to nearly 50% of total sales [2][3] - The sales of electrified vehicles for the third quarter represented 44.9% of total sales volume, indicating a steady growth trend [1][3] - The company maintains one of the lowest incentive levels among full-line manufacturers, which may contribute to its sales performance [3] Market Position and Future Outlook - Strong customer demand is noted across the entire lineup, with vehicles selling as quickly as they are produced [2] - The upcoming next-generation RAV4 is anticipated to further enhance sales, as the current model remains popular among customers [2] - The company is committed to advancing sustainable mobility through its electrified vehicle offerings and initiatives [4]

Core Insights - Katrin Adt has been appointed as the new CEO of the Dacia brand, succeeding Denis Le Vot, effective September 1, 2025 [2][3] - Adt brings nearly 26 years of experience in the automotive industry, having held various senior positions at Daimler and Mercedes-Benz, including CEO of Mercedes-Benz in Luxembourg and CEO of the Smart brand [6] - The Dacia brand is recognized for its affordable mobility solutions and is currently expanding with the launch of its new C-segment SUV, BIGSTER [5][12] Company Leadership - François Provost, CEO of Renault Group, expressed gratitude to Denis Le Vot for his contributions and welcomed Katrin Adt, highlighting her experience as a key asset for Dacia [3] - Fabrice Cambolive, Chief Growth Officer of Renault Group, emphasized Adt's expertise in business development and the importance of electrifying Dacia's product range [4] Brand Positioning and Strategy - Dacia is positioned as a specialist brand for affordable mobility, aiming to establish itself as a benchmark in electrified vehicles [4][12] - The brand has seen significant success, with models like Sandero and Duster becoming best-sellers in their respective categories in Europe [12] - Adt aims to continue Dacia's momentum and address the challenges of electrification while maintaining the brand's commitment to accessible mobility [7]