Auto tariffs have made 2025 an unusual year for U.S. auto giants. Take Ford  (F) , for instance. The Blue Oval leaned heavily into promotions to drive sales as consumers, concerned about the effect the 25% tariffs would have on prices, flocked to dealerships to purchase their vehicles before prices increased. Ford says its total sales rose in the second quarter at a rate about 7 times that of the overall industry. The company says it was the top-selling brand in the U.S. during the first half of the year ...

Stellantis Makes New Appointments to the Leadership Team As It Pursues Its Path to Recovery AMSTERDAM, October 8, 2025 – Building on the positive momentum established in recent months and ahead of the upcoming 2026 presentation of its updated strategy, Stellantis N.V. today announces the following new appointments to its Stellantis Leadership Team (SLT). Emanuele Cappellano is appointed Head of Enlarged Europe and European Brands, in addition to his current role leading Stellantis Pro One. Jean-Philippe Im ...

Key Takeaways Ford benefits from Ford Pro growth, strong liquidity, and shareholder-friendly cash returns.Stellantis faces falling sales, shrinking profits, weak cash flow, and heavy tariff costs.Ford stock is up 17% so far in 2025, while Stellantis shares have dropped more than 28% year to date.The auto industry is at a turning point. Legacy automakers are working to defend profits from their gas-powered vehicles while pouring billions into EVs, software and new mobility. At the same time, higher tariffs a ...

Core Points - Stellantis confirmed a data breach involving customers' personal information linked to a third-party service provider's platform supporting North American customer service operations [1] - The breach reportedly involved the theft of contact information, but specific details about the types of customer data taken were not disclosed [1] - The breach is associated with a hack of Stellantis' Salesforce database, with hackers claiming to have stolen 18 million customer records [2] - Stellantis joins a growing list of companies affected by data breaches related to Salesforce, including notable firms like Cloudflare and Google [3]

Core Points - Stellantis has confirmed a data breach involving customers' personal information, linked to a third-party service provider supporting its North American customer service operations [1] - The breach reportedly involved the theft of 18 million customer records from Stellantis' Salesforce database, attributed to the ShinyHunters hacking group [2] - Stellantis joins a growing list of companies, including Cloudflare, Google, and Proofpoint, that have experienced data breaches related to Salesforce instances [3]

Core Insights - General Motors reported a second-quarter profit of $3 billion, which represents a decrease of $1.1 billion primarily due to tariffs imposed by the Trump administration [1] - The company's net income fell by 35% in the second quarter compared to the previous year [1] Financial Performance - The profit decline of $1.1 billion is attributed to external factors, specifically tariffs [1] - The significant drop in net income indicates potential challenges in maintaining profitability amidst tariff impacts [1]

Core Insights - Stellantis reported a significant financial impact from US tariffs, costing the company nearly $350 million due to paused production and reduced shipments of imported vehicles [1][2] - The company experienced a 25% drop in vehicle shipments, totaling about 109,000 fewer vehicles compared to the same period last year [1] - Overall second-quarter shipments fell by 6% year-over-year, with an estimated total of 1.4 million vehicles shipped [3][6] Financial Performance - Stellantis reported preliminary losses of $2.68 billion on $83 billion in revenue for the first half of the year, a stark contrast to a profit of $6.5 billion on nearly $100 billion in revenue during the same period last year [3][5] - Net revenue fell to $86.5 billion, marking a 12.6% decline from the first six months of 2024 [7] - The company incurred $3.8 billion in pre-tax net charges, primarily due to restructuring costs and the cancellation of certain projects [4] Market Challenges - The losses highlight the challenges faced by the new CEO Antonio Filosa, who took over after the previous CEO was ousted due to poor performance in the US market [4][6] - Analysts noted that Stellantis had previously priced itself out of the US market and failed to update popular models, resulting in unsold inventory [6] - The company's stock has fallen by more than 55% in the last 12 months, reflecting declining investor confidence [9][10] Future Outlook - CEO Filosa expressed optimism for gradual and sustainable improvement in 2025, despite acknowledging the tough first half of the year [6] - The company suspended its full-year guidance back in April, indicating a need to reset expectations ahead of the full financial report [9]

Core Insights - Stellantis anticipates a net loss of 2.3 billion euros ($2.68 billion) in the first half of the year due to pre-tax net charges and early impacts of U.S. tariffs [1] - The company estimates first-half net revenue at 74.3 billion euros, a decrease from 85 billion euros in the same period last year [1] Financial Guidance - Stellantis has suspended financial guidance since April 30 and will release financial results for the first half of 2025 on July 29 as scheduled [2]

Core Insights - Dorman Products, Inc. is launching hundreds of new automotive repair solutions, many of which are first-to-the-aftermarket products, expanding its catalog to over 138,000 SKUs [1] - The new products create approximately 12+ million new sales opportunities for aftermarket parts distributors, retailers, and repair shops, enhancing accessibility for vehicle owners [1] Company Overview - Dorman has been providing innovative aftermarket replacement products for over 100 years, aimed at saving time and money while increasing convenience and reliability for professionals and vehicle owners [4] - The company is a pioneering global organization with a diverse product catalog covering various vehicle types, including cars, trucks, and specialty vehicles [5] Product Highlights - New product offerings include a smart junction box for Dodge Dakota trucks, an automatic transmission oil cooler for Ford Super Duty trucks, a rugged third brake light for Jeep Gladiator trucks, and integrated door lock/tailgate lock actuators for select Ford, Chrysler, Jeep, and GM vehicles [7]

Group 1 - Stellantis appointed Antonio Filosa as the new CEO, concluding a prolonged search for leadership [1][2] - Filosa, currently the North American boss, will officially take on CEO responsibilities starting June 23 [2] - An extraordinary shareholder meeting will be held soon for Filosa's election to the board as an executive director [2]