Nissan Lost 152,000 Sales in Five Months. China Ate 115,000 of Them.
Nissan's global sales are down 12.1% this fiscal year, and three-quarters of the drop is China. Its forecast now needs…
Earnings
Stellantis Is Grading Its Quality Fix on Three-Month-Old Cars. The €4.1 Billion Bill Is for Older Ones.
Stellantis booked €4.1 billion in 2025 for defects in vehicles it had already shipped. The quality metric it now reports…
CarMax Now Makes $111 Less on Each Car and $116 More on Everything Sold With It
CarMax cut its per-car margin to revive sales, then earned it back on extended service plans and the shop while…
CarMax Gave Up $230 a Car to Win Buyers Back. Headquarters Is Paying the Bill.
CarMax just cut 145 more corporate jobs. Its SEC filings suggest the real story is a pricing bet, and the…
Volkswagen Has Marked Down Porsche by €9 Billion in a Year. The 1% Forecast Is Just the Receipt.
Volkswagen’s 1 percent profit forecast is really about a €6 billion Porsche goodwill write-down, its second in a year, and…
Volkswagen Just Wrote Off €6 Billion of Porsche. The 911 Is the Only Porsche Still Growing.
Volkswagen's roughly €6 billion Porsche write-down isn't a verdict on the 911. It's the bill for a China, SUV and…
Bosch’s €270 Million EV Write-Down Explains Nearly All of Its Margin Drop
The world’s largest auto supplier just admitted that some of its factories are ready for...
The Service Bay Pays Your Dealer’s Bills. AutoNation Just Warned It’s Slowing Down.
AutoNation's stock fell 10.5% after a cautious investor talk. The real story is the service bay that earns half of…
Stellantis Says It’s Turning the Corner. Its Own Numbers Tell a Thinner Story.
Stellantis wants the takeaway from its second-quarter numbers to be simple: the company is turning...
Carvana Just Posted Record Numbers And Got Crushed. Here’s The Math
Carvana had the best quarter in its history on Wednesday and got its head kicked...
Audi H1 2026 Results: Profit Held, Guidance Cut, and a CFO Asking VW for Help
There is a specific kind of corporate statement that tells you more than the spreadsheet...
Tesla’s Own Earnings Call Just Became Exhibit A in a Federal FSD Lawsuit
For nearly a decade, “Full Self-Driving” has been the priciest checkbox in the car business...
Porsche’s Profit Margin Just Collapsed to 1.1 Percent, and Now the Axe Is Coming for Its Lineup
Porsche just admitted its profit margin collapsed to a stunning 1.1 percent last year, and...
GM Posts Record Q3 EV Sales While Profitability Pressures Continue
General Motors reported its best-ever quarter for electric vehicles while posting an 8% overall U.S....
Porsche Pulls Out of Bugatti and Rimac After 93% Profit Collapse
Porsche doesn’t usually make quiet moves. When it does something big, it tends to ripple...