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The upside case rests less on order counts than on what a mass-market ramp does to the cost of every vehicle leaving its Illinois plant.

Let’s dig into the relative performance of Ford (NYSE:F) and its peers as we unravel the now-completed Q2 automobile manufacturing earnings season.

The automotive industry has had an allergic reaction to producing smaller, more affordable vehicles over the past decade, but with pent-up demand for them, the time might be perfect to strike.

General Motors sold its stake in an Indiana EV battery plant to South Korea's Samsung SDI amid sluggish demand for electric cars. GM stock offered a trendline entry on Tuesday. Ford stock and Tesla stock also gained below key levels.

GPI misses Q2 estimates as lower vehicle volumes pressure sales and margins, while acquisitions reshape its dealership portfolio.

GT's Q2 loss widens as volume pressure weighs on results, while Asia Pacific gains and cash flow improvements offer support.

The market shocks in its record, stop short of the deepest drop in its own price history, and over the last twelve months the market climbed while the stock barely moved.

The U.S.’s recent spate of wildfire-induced air pollution provided a view of the direct effect extreme weather events may have on leave management.

Tesla is burning cash on AI moonshots while Ford Pro quietly mints commercial profits, and the gap between them creates a tension that changes how you should think about splitting a growth bet between the two.

Ford Motor Company (NYSE:F) is betting big on getting small. On August 6, the company confirmed pricing for the Fathom, a new electric pickup smaller than a full-size F-150 but roomy enough for a family of five, at $28,350. Ford has already sunk about $5 billion into the truck, and the F-Series, America’s best-selling vehicle […]

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One generates $12.5B in free cash flow despite a net loss; the other bleeds cash while restructuring.

Over the long term, this company has a solid chance of delivering growing dividend income while also appreciating in value.

London taxi drivers face the threat of a black cab shortage after a Chinese manufacturer radically scaled back production.

Blue Bird (BLBD) is back in focus after reporting third quarter 2026 results alongside a new collaboration with Ford Motor Company and raised full year guidance, giving investors fresh data to assess the stock. See our latest analysis for Blue Bird. Despite the strong quarterly update and expanded Ford collaboration, Blue Bird’s share price has recently pulled back, with a 1-day share price return decline of 14.19% and a 30-day share price return decline of 17.07%, while the year-to-date...

Ford Motor has told car dealers it intends to produce a four-door, gas-powered version of the Mustang for the first time, adding a variant to the “pony car” that has sold in the millions since 1964, according to people familiar with the matter. It could go on sale before the close of this decade and resembles the current two-door Mustang, one of the people said. “We do not comment or speculate about future products,” a Ford spokesman said.

F's sub-$30K Fathom targets affordability, manufacturing efficiency and profitability after the costly F-150 Lightning setback.

Ford has been losing billions on its electric vehicle ambitions for years, so the company has switched gears. Instead of making high-end EVs that cost a lot more than its gas-powered and hybrid offerings, Ford decided to go the other way and target EVs that are affordable. It's a strategy that has ...

Tesla is spending billions on its next act, from robots to robotaxis, and the answers management gave when last pressed by analysts reveal the real risks in that strategy.

Ford's CEO has described the new Ford Fathom as a "Model T moment" for the company. But the EV pickup is unlikely to live up to lofty expectations, and maybe it doesn't have to.

The truck will be the first model built on Ford's new Universal EV Platform.

Ford Motor (F) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Magna's Q2 earnings beat estimates as Power & Vision margin expansion and productivity gains supported higher profit and raised 2026 guidance.

GTX's Q2 earnings and sales beat estimates on broad-based growth. Margin gains and productivity drove a raised 2026 outlook.

BorgWarner beats Q2 earnings estimates as cost controls lift margins. It raises 2026 EPS guidance and expands buyback capacity.

The help that flattered the June quarter is gone from the second half, and what replaces it depends on suppliers the company does not control.

Aeva's Q2 loss narrows as service revenues nearly triple, lifting sales and turning gross profit positive despite higher operating expenses.

Lear's Q2 earnings beat estimates on E-Systems margin expansion. The company's 2026 share buyback target rises to at least $350 million.

DETROIT, Aug 6 (Reuters) - Ford Motor said on Thursday that its upcoming midsize electric pickup truck would ‌be priced starting at about $28,000 and named Fathom, as the ‌Michigan automaker looks to offer an affordable model in a market full of ​pricey EVs. • Ford has approached development and manufacturing of this vehicle from the ground up, assembling a specialized team in California aimed at competing with rivals like Tesla and China's BYD.

Ford on Thursday revealed the name of its all-new affordable midsize electric pickup and the first model to roll off its new Universal Electric Vehicle (UEV) platform: the Fathom.