Pacifica
Search documents
Ford's US Sales Jump 8% in Q3: What's Powering Its Growth?
ZACKS· 2025-10-03 14:31
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]
X @mert | helius.dev
mert | helius.dev· 2025-09-28 18:56
"Ethereum has Hyperliquid" is easily the most retarded thing I have read in my 29 years as a homo sapien, maybe everHL is its own chainSo what does Solana have?Drift, Jupiter, and Raydium are the obvious onesAdrena, Flash, and Ranger are also relatively newBullet and Bulk are launching soonPacifica is the same thing as Aster, but settles on Solana and better UX (though note the CLOB is off-chain), it's invite-only, but I have an invite-code if you wanna try it out next tweetHyperliquid is very good (and I u ...
Stellantis Recalls 250K Vehicles in the US Due to an Airbag Defect
ZACKS· 2025-06-30 16:35
Group 1 - Stellantis N.V. is recalling 250,651 vehicles in the U.S. due to a defect in side curtain airbags that may not be properly sealed [1][2] - The recall affects specific 2022–2025 Pacifica and Voyager models, with dealers set to inspect and replace airbags at no cost to owners [2] - No reports of injuries or crashes related to the airbag issue have been received by Stellantis [2] Group 2 - In Q1 2025, Stellantis reported net revenues of €35.8 billion, a 14% decrease from Q1 2024, primarily due to reduced shipment volumes and an unfavorable product mix [3][8] - Consolidated shipments fell 9% to 1.22 million units, attributed to lower production in North America from extended holiday shutdowns and weaker demand in Europe [3] - Despite challenges in North America, Stellantis regained market share in Europe, reaching 17.3% after seven new product launches, marking a 190 basis point increase from Q4 2024 [4][8] Group 3 - The company has temporarily suspended its financial guidance due to changes in the tariff policy landscape affecting its 2025 outlook [4] - Stellantis currently holds a Zacks Rank of 3 (Hold), while other auto stocks like Strattec Security Corporation, Allison Transmission Holdings, and Ferrari N.V. have higher rankings [5]
Stellantis寻找新CEO时面临品牌定位难题
汽车商业评论· 2025-02-25 16:26
该集团在美国和欧洲拥有的众多品牌组合是其同行中规模最大的。Stellantis起源于2021年菲亚特-克 莱斯勒(Fiat-Chrysler)与标致(Peugeot)所有者标致雪铁龙集团(PSA Group)的合并。对其进 行瘦身可能会降低复杂性,并使一些营销、开发和销售职能得以合并。 编 译 / 钱亚光 设 计 / 琚 佳 来 源 / w w w. r e u t e rs. c o m , w w w. t i m e sl i v e . c o . z a , w w w. d a i l y s a b a h . c o m 当Stellantis 董事长约翰·埃尔坎(John Elkann)面试CEO候选人以领导该集团时,决定这家汽车制 造商旗下14个品牌中有多少个有可行的未来是一项重要的优先事项。 但每个品牌——从诸如Jeep、Ram和标致(Peugeot)这样的畅销品牌,到苦苦挣扎的 DS、蓝旗亚 (Lancia)和阿尔法·罗密欧(Alfa Romeo)——都有自己的拥趸,这使得决定哪些品牌要放弃成为 了一个棘手的问题。 例如在欧洲,Stellantis 是仅次于大众汽车集团的第二大汽车制造 ...