Q4 Earnings Outperformers: General Motors (NYSE:GM) And The Rest Of The Automobile Manufacturing Stocks

As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the automobile manufacturing industry, including General Motors (NYSE:GM) and its peers.

Much capital investment and technical know-how are needed to manufacture functional, safe, and aesthetically pleasing automobiles for the mass market. Barriers to entry are therefore high, and auto manufacturers with economies of scale can boast strong economic moats. However, this doesn’t insulate them from new entrants, as electric vehicles (EVs) have entered the market and are upending it. This has forced established manufacturers to not only contend with emerging EV-first competitors but also decide how much they want to invest in these disruptive technologies, which will likely cannibalize their legacy offerings.

The 11 automobile manufacturing stocks we track reported a mixed Q4. As a group, revenues beat analysts’ consensus estimates by 3.8%.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 17.9% since the latest earnings results.

General Motors (NYSE:GM)

Founded in 1908 by William C. Durant, General Motors (NYSE:GM) offers a range of vehicles and automobiles through brands such as Chevrolet, Buick, GMC, and Cadillac.

General Motors reported revenues of $45.29 billion, down 5.1% year on year. This print fell short of analysts’ expectations by 1.1%, but it was still a strong quarter for the company with a solid beat of analysts’ EBITDA estimates and an impressive beat of analysts’ adjusted operating income estimates.

"For several years now, GM's strong brands and winning vehicles, as well as our technology-driven services and operating discipline, have delivered consistently strong cash generation. This has allowed us to execute all phases of our capital allocation strategy, from investing in the business and our people, to maintaining a strong balance sheet and returning capital to shareholders," said Mary Barra, Chair and CEO.

General Motors delivered the weakest performance against analyst estimates of the whole group. The stock is down 8.2% since reporting and currently trades at $72.90.

Is now the time to buy General Motors? Access our full analysis of the earnings results here, it’s free.

Best Q4: Rivian (NASDAQ:RIVN)

The manufacturer of Amazon’s delivery trucks, Rivian (NASDAQ:RIVN) designs, manufactures, and sells electric vehicles and commercial delivery vans.

Rivian reported revenues of $1.29 billion, down 25.8% year on year, outperforming analysts’ expectations by 0.7%. The business had a very strong quarter with a solid beat of analysts’ EBITDA estimates.

The market seems content with the results as the stock is up 2.8% since reporting. It currently trades at $14.39.

Is now the time to buy Rivian? Access our full analysis of the earnings results here, it’s free.

Lucid (NASDAQ:LCID)

Founded by a former Tesla Vice President, Lucid Group (NASDAQ:LCID) designs, manufactures, and sells luxury electric vehicles with long-range capabilities.

Lucid reported revenues of $522.7 million, up 123% year on year, exceeding analysts’ expectations by 17.3%. Still, it was a softer quarter as it posted a significant miss of analysts’ adjusted operating income estimates and a significant miss of analysts’ EBITDA estimates.

As expected, the stock is down 7.9% since the results and currently trades at $9.14.

Read our full analysis of Lucid’s results here.

Mobileye (NASDAQ:MBLY)

With its EyeQ chips installed in over 200 million vehicles worldwide, Mobileye (NASDAQ:MBLY) develops advanced driver assistance systems and autonomous driving technologies that help vehicles detect and respond to road conditions.

Mobileye reported revenues of $446 million, down 9% year on year. This number beat analysts’ expectations by 3.1%. Zooming out, it was a satisfactory quarter as it also produced a solid beat of analysts’ revenue estimates but full-year revenue guidance missing analysts’ expectations significantly.

The stock is down 40% since reporting and currently trades at $6.53.

Read our full, actionable report on Mobileye here, it’s free.

Goodyear (NASDAQ:GT)

With its iconic blimp floating above major sporting events since 1925, Goodyear (NASDAQ:GT) is one of the world's largest tire manufacturers, producing and selling tires for automobiles, trucks, aircraft, and other vehicles, along with related services.

Goodyear reported revenues of $4.92 billion, flat year on year. This result topped analysts’ expectations by 1.3%. Taking a step back, it was a slower quarter as it logged a significant miss of analysts’ adjusted operating income estimates and a significant miss of analysts’ EPS estimates.

The stock is down 40.3% since reporting and currently trades at $6.28.

Read our full, actionable report on Goodyear here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

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