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CVNA Q2 Earnings Beat Estimates on Higher Y/Y Deliveries
ZACKS· 2025-07-31 16:56
Core Insights - Carvana reported second-quarter earnings of $1.28 per share, exceeding the Zacks Consensus Estimate of $1.10 and significantly up from 14 cents per share in the same quarter last year [1][9] - Total revenues reached $4.84 billion, surpassing the Zacks Consensus Estimate by 5.62% and reflecting a 42% year-over-year increase [1][9] Financial Performance - Total gross profit was $1.06 billion, a 49% increase year over year, with gross profit per unit (GPU) rising to $7,426 from $7,049 [2] - Selling, General and Administrative (SG&A) expenses were $551 million, up 21.1% year over year [2] - Adjusted EBITDA for the quarter was $601 million, with an adjusted EBITDA margin of 12.4%, up from 10.4% in the previous year [2][9] Segmental Performance - Retail vehicle sales totaled $3.41 billion, a 41.2% increase year over year, with 143,280 vehicles sold, exceeding estimates [3] - Wholesale vehicle sales reached $1.02 billion, up 42.2% year over year, with 72,770 vehicles sold, also surpassing estimates [4] - Other sales and revenues increased by 47.3% year over year to $411 million, with GPU at $2,869 [5] Financial Position - As of June 30, 2025, Carvana had cash and cash equivalents of $1.86 billion, up from $1.72 billion at the end of 2024 [6] - Long-term debt was $5.32 billion, slightly up from $5.26 billion at the end of 2024 [6] Outlook - For the third quarter of 2025, Carvana anticipates a sequential rise in retail unit sales [7] - The company expects full-year 2025 adjusted EBITDA to be in the range of $2 billion to $2.2 billion, an increase from $1.38 billion in 2024 [7]
Ford Q2 Earnings Surpass Expectations, Revenues Rise Y/Y
ZACKS· 2025-07-31 16:21
Key Takeaways F reported Q2 EPS of 37 cents, topping estimates but down from 47 cents a year ago.Ford Pro and Model e segments outperformed on volume and revenue growth expectations.F forecasts 2025 EBIT of $6.5-$7.5B, down from 2024 due to $2B in tariff-related headwinds.Ford Motor Company (F) reported second-quarter 2025 adjusted earnings per share of 37 cents, which surpassed the Zacks Consensus Estimate of 34 cents but declined from 47 cents recorded in the year-ago quarter. The company’s consolidated s ...
Allison to Report Q2 Earnings: What's in Store for the Stock?
ZACKS· 2025-07-31 16:16
Key Takeaways ALSN is set to report Q2 earnings on Aug. 4, with EPS and revenue estimates of $2.20 and $794.43M.Robust Class 8 vocational vehicle demand likely supported ALSN's Q2 performance and 2025 outlook.Rising R&D costs tied to electrified propulsion may pressure ALSN's Q2 profits and cash flow.Allison Transmission Holdings, Inc. (ALSN) is slated to release second-quarter 2025 results on Aug. 4, after the closing bell. The Zacks Consensus Estimate for the to-be-reported quarter’s sales and earnings is ...
2223万元招标19辆纯电动客车!
第一商用车网· 2025-07-31 16:04
7月31日,上海奉贤区7米级高一级纯电动城市客车采购项目(二次)采购公告发布。由于第 一次招标,投标供应商不足三家,招标失败,现发起第二次采购公告。该项目预算金额2223 万元,采购需求为19辆7米级高一级纯电动客车采购及19套电池购置及服务包(含维护、检 测、监控)8年。将会花落谁家呢? ● 别人降价我涨价!解放董事长李胜:我们只卷价值,不卷价格 | 头条 ● 非营运中重卡纳入淘汰补贴!8月起又一批行业新规将实施 ● 5亿元大项目来了!这一地计划更新460辆纯电动公交车 ● 印度塔塔汽车38亿欧收购依维柯!组建年销54万辆商用车巨头 | 头条 ● 78辆新能源公交车招标结果揭晓 谁中标? 皮卡空间站公众号 长按识别 今日头条号 长按识别 = the prog 百家号 长按识别 微信视频号 长按识别 ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-07-31 15:13
Thrilled to share my exclusive interview with @larsmoravy, Tesla’s VP of Vehicle Engineering, at @theXtakeover 2025 in San Mateo, CA!Hosted by Tesla Owners Silicon Valley, this polished, well-edited video dives into the future of Tesla’s engineering marvels. From the game-changing Tesla Semi and Cybercab to the SpaceX-infused Roadster and Optimus robot, Lars reveals insider details on Tesla’s cutting-edge innovations, including the revolutionary unboxed manufacturing process and sneaky Model Y upgrades.This ...
Ford's Q2 Beat Overshadowed by Tariff Pain: What's Your Move Now?
ZACKS· 2025-07-31 15:11
Key Takeaways Ford posted Q2 revenues of $46.9B and EPS of $0.37, beating expectations on both fronts.Tariff costs totaled $800M in Q2, prompting a full-year increase in the expected net impact from $1.5B to $2B.Ford expects 2025 EBIT of $6.5B-$7.5B, down from its initial estimate of $7B-$8.5B due to tariff pressure.U.S. legacy automaker Ford (F) posted better-than-expected results for the second quarter of 2025. Automotive revenues rose nearly 5% to $46.9 billion, beating the Zacks Consensus Estimate of $4 ...
东风柳汽:某品牌与乘龙卡车正面碰撞视频的行为,已构成严重侵权
Guan Cha Zhe Wang· 2025-07-31 14:53
(文/观察者网周盛明 编辑/高莘) 2025年7月31日晚间,东风柳州汽车有限公司(以下简称"东风柳汽")发布《关于某品牌使用碰撞视频侵权的声明》。 值得注意的是,在发布会展示的视频中,方向盘处的Logo显示其品牌为"乘龙卡车"。 该测试引发大量争议。乘龙卡车官方社交媒体账号在回复网友留言时暗示"测试造假",并表示"法务部门正在处理中。" 东风柳汽发布声明 东风柳汽 东风柳汽在声明中表示,某汽车品牌侵权事实包括"非法发布侵权视频"及"使用特定场景测试,与实际场景运营存在严重差异"。 针对第一点,东风柳汽表示:"某汽车品牌在2025年7月29日发布与乘龙卡车正面碰撞视频的行为,已构成严重侵权,并超过正常商业竞争范畴,严重误导和 损害公众知情权,对我司品牌及商业名誉带来了巨大负面影响,涉嫌违反《反不正当竞争法》《广告法》及《民法典》等相关法律。" 针对第二点,东风柳汽表示:"截至目前我司了解到的情况,某汽车品牌未公开测试车辆状况(双方车辆是否改装、减配、卡扣是否固定、车辆是否过检 等)、场景环境(测试场地状况、车速、驾驶状态等),通过自定义碰撞条件,特定设计非常规测试场景,发布与公众认知的正常碰撞结果偏差较大的碰 ...
BorgWarner (BWA) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-07-31 14:36
BorgWarner (BWA) reported $3.64 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 1%. EPS of $1.21 for the same period compares to $1.19 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $3.56 billion, representing a surprise of +2.31%. The company delivered an EPS surprise of +14.15%, with the consensus EPS estimate being $1.06.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ex ...
Scott Krugger to Lead Stellantis North America Design
Prnewswire· 2025-07-31 14:33
AUBURN HILLS, Mich., July 31, 2025 /PRNewswire/ -- Krugger's appointment is the latest step in Chief Design Officer Ralph Gilles' new design organization Stellantis appointed Scott Krugger to the newly created role of head of North America design in July 2025. Krugger will oversee the creative direction and design strategy of Stellantis’ iconic North American brands – Chrysler, Dodge, Jeep® and Ram. Stellantis announces the appointment of Scott Krugger to the newly created position of head of North ...
长三角(昆山)具身智能大赛聚焦机器人、智能网联汽车、低空飞行器三大赛道火热开赛!
机器人大讲堂· 2025-07-31 14:32
在全球科技竞争迈入具身智能时代的大背景下,具身智能产业呈现出快速增长的态势。昆山作为长三角地 区科技创新与制造业的重要区域,正积极布局具身智能产业,通过政策引导与场景创新,推动技术突破和 产业升级。 7月31日,长三角(昆山)具身智能场景应用大赛在昆山国际会展中心正式开幕。本次大赛由中国软件评 测中心(工业和信息化部软件与集成电路促进中心)和昆山高新集团有限公司联合主办,赛迪工业和信息 化研究院集团(苏州)有限公司、机器人质量基础共性技术检测与评定工业和信息化部重点实验室、智能 网联驾驶测试与评价工业和信息化部重点实验室承办,是国内首次聚焦机器人、智能网联汽车、低空飞行 器三大类具身智能产品场景应用的赛事。 ▍ 三大赛道亮点纷呈 直击产业痛点 围绕机器人、智能网联汽车和低空飞行器三大赛道,共设置9类应用场景下的10个比赛赛项和2个表演项目。 机器人赛道将于 8 月 1 日在昆山市体育中心体育馆举办。参赛队伍包括 上海 节卡、浙江人形 机器人 创新 中心 、 山东 珞石、 上海卓益得、广州 高擎机电、睿尔曼等 多个知名 企业及高校团队,在工业制造、物流 仓储、商用服务三大场景中展开 角逐 。 此外, 机器人踢足 ...