President Donald Trump’s tariffs are continuing to weigh on this Japanese automotive giant, which noted billions in potential headwinds during its latest quarterly results. The company in question is Mazda Motor Corp. (OTC:MZDAY) , based in Hiroshima, which is involved in making passenger cars, trucks and mini-vehicles, along with other ancillary products.The North American region is currently Mazda’s largest market in terms of volume, making it vulnerable to trade and tariff policies. Growth Score Plunges ...

Core Insights - The automobile manufacturing sector showed strong performance in Q3, with revenues exceeding analysts' expectations by 5.1% on average [3] - The entry of electric vehicles (EVs) is disrupting the traditional automotive market, posing challenges for established manufacturers [2] Company Summaries - **Lucid (NASDAQ:LCID)**: - Reported revenues of $336.6 million, a year-on-year increase of 68.3%, but fell short of analysts' expectations by 3.2% [4] - The company experienced a disappointing quarter with significant misses in revenue and adjusted operating income estimates [4] - Despite the underperformance, the stock rose 3.4% post-reporting, currently trading at $17.80 [6] - **Ford (NYSE:F)**: - Achieved revenues of $50.53 billion, up 9.4% year-on-year, outperforming analysts' expectations by 9.1% [7] - The company had a remarkable quarter, beating analysts' EPS and EBITDA estimates [7] - The stock increased by 6.9% since the earnings report, currently trading at $13.16 [8]

Core Insights - General Motors Company (GM) is preparing to release its Q3 results on October 21, with analysts expecting an adjusted profit of $2.26 per share, a decrease of 23.7% from the previous year's $2.96 per share [2] - GM has a strong earnings surprise history, having exceeded analysts' bottom-line estimates in the last four quarters [2] - The company's stock has increased by 16.1% over the past 52 weeks, outperforming the Consumer Discretionary Select Sector SPDR Fund's 15.9% and the S&P 500 Index's 13.4% [4] Financial Performance - In fiscal 2025, GM's adjusted EPS is projected to be $9.43, down 11% from $10.60 in 2024, with a slight growth of 4.7% expected in fiscal 2026 to $9.87 per share [3] - Following the release of Q2 results, GM's stock fell by 8.1%, despite better-than-expected topline and earnings, with automotive sales declining by 2.7% year-over-year to $42.9 billion [5] - GM's net revenues for Q2 were $47.1 billion, a decrease of 1.8% year-over-year, but 1.9% above analysts' expectations [5] Market Sentiment - Analysts maintain a "Moderate Buy" consensus rating for GM, with 13 "Strong Buys," 2 "Moderate Buys," 11 "Holds," and 3 "Strong Sells" among 29 analysts [7] - The mean price target for GM is $60.69, indicating a potential upside of 9.6% from current price levels [7] Challenges - GM's net income on a GAAP basis fell by 35.4% year-over-year to $1.9 billion, raising concerns among investors due to high tariffs imposed by the current Federal administration [6]

Core Insights - Genuine Parts Company (GPC) is set to announce its fiscal third-quarter earnings for 2025 on October 21, with a market cap of $19.3 billion [1] - Analysts predict GPC will report a profit of $2.02 per share, reflecting a 7.5% increase from $1.88 per share in the same quarter last year [2] - For the full fiscal year, GPC's expected EPS is $7.67, a decrease of 6% from $8.16 in fiscal 2024, but projected to rise to $8.43 in fiscal 2026, marking a 9.9% year-over-year increase [3] Performance Analysis - GPC's stock has underperformed compared to the S&P 500 Index, which gained 17.9% over the past 52 weeks, with GPC shares showing only marginal increases [4] - Following the Q2 results announcement on July 22, GPC shares rose by 7.6%, with adjusted EPS of $2.10 exceeding expectations of $2.08 and revenue reaching $6.2 billion, surpassing forecasts of $6.1 billion [5] Analyst Ratings - The consensus opinion on GPC stock is moderately bullish, with a "Moderate Buy" rating; out of 12 analysts, five recommend a "Strong Buy," six suggest a "Hold," and one advises a "Strong Sell" [6] - The average analyst price target for GPC is $144.62, indicating a potential upside of 6.3% from current levels [6]

Meanwhile, President Trump announcing tariffs for truck imports. In a post on Truth Social, Trump said starting November 1st, all medium and heavy duty trucks coming into the US are going to be hit with a 25% tariff. The White House is using a national security rationale for those levies.President Trump said last month they would protect manufacturers from unfair competition. US Chamber of Commerce has urged Commerce Department not to implement new tariffs. It says the top five importers to the US including ...

Core Insights - The Volvo Group will publish its third-quarter report on October 17, 2025, at 7:20 a.m. CEST, followed by a press conference at 9:00 a.m. CEST in Stockholm, featuring President and CEO Martin Lundstedt and CFO Mats Backman [1][2]. Company Overview - The Volvo Group, headquartered in Gothenburg, Sweden, employs over 100,000 people and serves customers in nearly 190 markets. In 2023, the company reported net sales of SEK 553 billion (approximately EUR 48 billion) [2]. - The company is committed to sustainable transport and infrastructure solutions, offering a range of products including trucks, buses, construction equipment, and power solutions for marine and industrial applications [2]. Event Details - Journalists and analysts wishing to attend the press conference in person must pre-register via email [2]. - A link to the webcast of the press conference is available for those who wish to participate remotely [1].

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2][3] - The news team covers key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] - Proactive focuses on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [2][3] Group 2 - The team delivers news and insights across various sectors including biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4][5] - All content published by Proactive is edited and authored by humans, ensuring adherence to best practices in content production and search engine optimization [5]

Tariffs on Various Products - President Trump announced a 100% tariff on brand name or patented pharmaceutical products starting October 1st, unless manufacturers establish a plant in the US [1] - A 50% tariff will be imposed on kitchen cabinets, bathroom vanities, and related products, along with a 30% tariff on upholstered furniture, effective next week [2] - Additionally, a 25% tariff on imported heavy trucks is being introduced, framed as a national security measure to support American truckers [2] Impact on Costs and Prices - Critics argue that these tariffs could increase costs for businesses and consumers, with previous tariffs on steel, aluminum, and copper already raising expenses for US truck manufacturers [3] - Furniture prices have also seen significant increases due to earlier tariffs, with living and dining room pieces rising nearly 10% over the past year according to the Bureau of Labor Statistics [3][4]

Tariffs and Trade Policy - The US is imposing a 100% tariff on branded or patented pharmaceutical products entering the country, starting October 1st, with exemptions for companies building drug manufacturing plants in the US [1][2] - A 25% tariff will be imposed on imported heavy trucks, also starting on October 1st [2] - New tariffs on kitchen supplies and furniture include 50% on kitchen cabinets, bathroom vanities, and associated products, and 30% on upholstered furniture, all starting October 1st [3] - Section 232 investigations are initiated on imports of robotics, industrial machinery, and medical devices, potentially leading to tariffs on these products [3] Economic Impact and Reactions - The trade war has caused a drop in Chinese purchases of American soybeans, leading to a mechanism to transfer tariff dollars to American farmers to offset the impact [4] - Concerns are raised about "crony capitalism" and the potential for businesses to seek exemptions from tariffs, favoring big and connected businesses [9][10] - The White House views the president as the "dealmaker chief" and sees the tariff policy as a deliberate strategy to improve the US economy, even if it means picking winners and losers [13][14] Legal and Political Considerations - Invoking national security for tariffs, such as on bathroom vanities, is seen as an attempt to find a firmer legal footing for the tariffs, potentially to defend them in court [15][16] - There is speculation that even if Democrats come into power, these tariffs may not be rolled back entirely due to the desire to protect American workers and maintain government revenue [20][21] - Exemptions from tariffs could become a tool for any president to favor certain players, including liberal billionaires or trade unions [22]

Group 1 - U.S. stock futures showed volatility following President Trump's announcement of new tariffs on drugs, trucks, and furniture [1] - The market reaction to the tariff news was relatively calm, indicating resilience among investors [1]