Autos & mobility
Carmakers and parts suppliers, read through their filings, US vehicle sales, output and prices, vehicle and tariff rules, and where US car, parts and battery imports come from.
- Companies covered
- 10
- Latest quarter filed
- Oct 3, 2026
- SEC filings, last 30 days
- 24
- Comment periods open
- 2
- SEC EDGAR read
- 14:58 UTC, Nov 9
This week, measuredNewest first · read 15:58 UTC, Nov 9
General Motors filed a current report: listing rule notice; amended charter or bylaws; more.
A current report (8-K) is due within four business days of the event it reports; this item is one of those that report something going wrong.
SEC EDGAR · 8-K · Oct 27, 2026 · read 14:58 UTC, Nov 9 · Autos & mobility →
- Nov 5Autos · GT · 10-QGoodyear reported revenue -2.3% for its quarter to Sep 30, 2026, on a year earlier.; over twelve months revenue moved -3.9%.SEC EDGAR · 10-Q (XBRL) · read 14:58 UTC, Nov 9
- Nov 3Autos · APTV · 10-QAptiv reported revenue +2.3% for its quarter to Sep 30, 2026, on a year earlier.It kept 9% of revenue as operating profit; over twelve months revenue moved +4.1%.SEC EDGAR · 10-Q (XBRL) · read 14:58 UTC, Nov 9
The numbers
US government series, latest print and the change on a year earlier · Federal Reserve Bank of St. Louis (FRED)US light-vehicle sales
15.54
million a year, seasonally adjusted
-0.9% on a year earlier
Oct 2026 · FRED ALTSALES
US output, vehicles and parts
107.6
index, 2017 = 100
-0.8% on a year earlier
Sep 2026 · FRED IPG3361T3S
Ninety days of filings
Every SEC filing by the companies below, one row each · move across to read a dayMon, Nov 9, 2026
1 filing
Aug 12 to Nov 9 · 40 filings, 6 in the last seven days · SEC EDGAR. Tall: quarterly and annual reports. Middle: current reports (8-K). Short: other forms. Red: an 8-K item that says something went wrong.
What changed
Filings by the companies below, last 30 days · SEC EDGAR- Nov 9Goodyear · 8-KDirector or officer change; Investor disclosure
- Nov 5Goodyear · 8-KDirector or officer change
- Nov 5Goodyear · 10-QQuarterly report
- Nov 4Goodyear · 8-KQuarterly results
- Nov 3Aptiv · 10-QQuarterly report
- Nov 3Aptiv · 8-KQuarterly results; Other material event
- Oct 30Lear · 10-QQuarterly report
- Oct 30Lear · 8-KQuarterly results
- Oct 29BorgWarner · 10-QQuarterly report
- Oct 29BorgWarner · 8-KQuarterly results
- Oct 29Ford · 10-QQuarterly report
- Oct 29General Motors · 8-KDirector or officer change
- Oct 29Rivian · 10-QQuarterly report
- Oct 29Rivian · 8-KQuarterly results; Director or officer change; more
10 more in the period, on each company’s EDGAR page.
Rules and notices
Federal Register, last 45 days- Oct 30Presidential Document · Executive Office of the PresidentFurther Modifying the Scope of Products of Canada Subject to the Additional Duties Imposed To Offset Canadian Discrimination Against the Commerce of the United States With Respect to Motor Vehicles
- Oct 30Notice · Transportation DepartmentDenial of Motor Vehicle Defect Petition, DP26-009
- Oct 28Notice · Transportation DepartmentDenial of Motor Vehicle Defect Petition, DP26-004
- Oct 27Notice · Environmental Protection AgencyOfficial Release of the MOVES6 Motor Vehicle Emissions Model for SIPs and Transportation Conformity
- Oct 26Proposed Rule · Transportation DepartmentFederal Motor Vehicle Safety Standards; Modernization of FMVSS No. 108 To Accommodate ADS-Equipped Vehicles
- Oct 8Notice · Transportation DepartmentQualification of Drivers; Commercial Vehicle Safety Alliance; Application for Exemption
- Oct 2Proposed Rule · Interior DepartmentBig Cypress National Preserve; Off-Road Motor Vehicles
- Sep 30Rule · Transportation DepartmentThe Safer Affordable Fuel-Efficient (SAFE) Vehicles Rule III for Model Years 2022 to 2031 Passenger Cars and Light Trucks
- Sep 28Notice · Transportation DepartmentDenial of Motor Vehicle Defect Petition, DP26-005
- Sep 25Notice · Transportation DepartmentDenial of Motor Vehicle Defect Petition, DP26-003
Matched by title against the industry’s terms; paperwork renewals and meeting notices left out · read 14:57 UTC, Nov 9
Who is exposed
Trailing twelve months to each company’s latest quarter, from its own XBRL filings · SEC EDGAR| Company | Quarter to | Revenue | Growth | Gross margin | Op. margin | Capex / revenue | Capex growth | Inventory days | Backlog |
|---|---|---|---|---|---|---|---|---|---|
| General Motors GMCarmaker | Sep 30, 2026 | $187B | -0.3% | — | 2.3% | 4.8% | -3.2% | — | — |
| Ford FCarmaker | Sep 30, 2026 | $187B | -1.4% | 8.4% | -3.8% | 5.3% | +15.2% | 35 | — |
| Tesla TSLAElectric vehicles | Sep 30, 2026 | $104B | +8.3% | 19.3% | 3.3% | 14.9% | +72.8% | 62 | $10.7B+10.5% |
| Rivian RIVNElectric vehicles | Sep 30, 2026 | $6.5B | +11.1% | 9.2% | -52.9% | 24.1% | -0.7% | 110 | — |
| Lucid LCIDElectric vehicles | Jun 30, 2026 | $1.5B | +66.5% | -96.6% | -263.6% | 66.7% | +29.7% | 165 | — |
| Aptiv APTVElectrical systems | Sep 30, 2026 | $16.7B | +4.1% | 20.0% | 8.7% | 4.2% | +30.5% | 60 | $163M-4.1% |
| BorgWarner BWAPowertrain parts | Sep 30, 2026 | $14.2B | +0.4% | 19.6% | 5.4% | 3.7% | +12.4% | 41 | — |
| Lear LEASeats and wiring | Oct 3, 2026 | $23.8B | +3.5% | 6.9% | 3.7% | 2.8% | +18.6% | 29 | — |
| Goodyear GTTyres | Sep 30, 2026 | $17.6B | -3.9% | 17.8% | — | 3.7% | -28.9% | 95 | — |
| Autoliv ALVSafety systems | Sep 30, 2026 | $11.1B | +4.3% | 19.0% | 9.1% | 3.7% | -10.6% | 42 | — |
| Median of 10 with a current year | +3.8% | 17.8% | 3.3% | 4.5% |
Growth compares the latest twelve months with the twelve before. A quarter a company reports only inside a year-to-date total is the difference of the two totals it filed; a ratio is shown only when both sides cover the same four quarters. Backlog is remaining performance obligations, with its change on a year earlier. A dash means the company does not report that line.
What to watch
Comment deadlines and effective dates ahead · Federal Register- Nov 25Comments close · Proposed RuleFederal Motor Vehicle Safety Standards; Modernization of FMVSS No. 108 To Accommodate ADS-Equipped Vehicles
- Nov 30Takes effect · RuleThe Safer Affordable Fuel-Efficient (SAFE) Vehicles Rule III for Model Years 2022 to 2031 Passenger Cars and Light Trucks
- Dec 1Comments close · Proposed RuleBig Cypress National Preserve; Off-Road Motor Vehicles
Where US supply comes from
US imports, Aug 2026 · UN Comtrade- HS 8703Cars · $15.1B · +6.6% on a year earlierMexico 22% · Japan 20% · South Korea 17%
- HS 8708Car parts · $7.6B · -1.5% on a year earlierMexico 43% · Canada 13% · China 9%
- HS 8507Batteries · $2.1B · -12.3% on a year earlierChina 28% · Japan 17% · South Korea 17%
ARCANE reporting
Published investigations that land on this pageNo published ARCANE article on autos & mobility yet. The article runner commissions one for this page; it appears here once accepted.