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
- Sep 30, 2026
- SEC filings, last 30 days
- 18
- Comment periods open
- 1
- SEC EDGAR read
- 22:46 UTC, Oct 23
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
15.98
million a year, seasonally adjusted
-3.6% on a year earlier
Sep 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 dayFri, Oct 23, 2026
2 filings
Jul 26 to Oct 23 · 40 filings, 7 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- Oct 23Autoliv · 10-QQuarterly report
- Oct 23Autoliv · 8-KQuarterly results; Investor disclosure
- Oct 22Tesla · 10-QQuarterly report
- Oct 21Tesla · 8-KQuarterly results
- Oct 20General Motors · 10-QQuarterly report
- Oct 20General Motors · 8-KQuarterly results
- Oct 19Lear · 8-KDirector or officer change
- Oct 9Goodyear · 8-K/ADirector or officer change (amended)
- Oct 9Lucid · 8-KTook on a debt obligation
- Oct 7Rivian · 8-KTook on a debt obligation
- Oct 5Lucid · 8-KQuarterly results
- Oct 2Ford · 8-KInvestor disclosure; Other material event
- Oct 2Rivian · 8-KInvestor disclosure
- Oct 2Tesla · 8-KQuarterly results
4 more in the period, on each company’s EDGAR page.
Rules and notices
Federal Register, last 45 days- 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
- Sep 21Proposed Rule · Transportation DepartmentFederal Motor Vehicle Safety Standards; Denial of a Petition for Rulemaking
- Sep 14Presidential Document · Executive Office of the PresidentModifying 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
- Sep 14Presidential Document · Executive Office of the PresidentExcluding Certain Canadian Products From Importation Into the United States in Response to Continued Discrimination Against the Commerce of the United States With Respect to Motor Vehicles
- Sep 14Rule · Environmental Protection AgencyApproval and Promulgation of Implementation Plans; California; San Joaquin Valley, Revisions to Motor Vehicle Emissions Budgets for Ozone
- Sep 9Rule · Transportation DepartmentFederal Motor Vehicle Safety Standard No. 213a; Child Restraint Systems-Side Impact Protection; Federal Motor Vehicle Safety Standard No. 213; Child Restraint Systems, Federal Motor Vehicle Safety Standard No. 213b; Child Restraint Systems; Incorporation by Reference
Matched by title against the industry’s terms; paperwork renewals and meeting notices left out · read 22:03 UTC, Oct 23
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 | Dec 31, 2022Older than a year | $158B | +15.9% | — | — | — | — | — | — |
| 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 | Jun 30, 2026 | $5.9B | +14.2% | 7.5% | -60.1% | 27.9% | +17.1% | 111 | — |
| Lucid LCIDElectric vehicles | Jun 30, 2026 | $1.5B | +66.5% | -96.6% | -263.6% | 66.7% | +29.7% | 165 | — |
| Aptiv APTVElectrical systems | Jun 30, 2026 | $18.7B | +5.3% | 19.6% | 5.3% | 3.6% | +10.1% | 49 | $176M-6.4% |
| BorgWarner BWAPowertrain parts | Jun 30, 2026 | $14.3B | +2.2% | 19.5% | 5.0% | 3.6% | 0.0% | 39 | — |
| Lear LEASeats and wiring | Jul 4, 2026 | $23.7B | +3.5% | 6.9% | 3.7% | 2.7% | +13.7% | 29 | — |
| Goodyear GTTyres | Jun 30, 2026 | $17.7B | -4.3% | 18.3% | — | 4.0% | -31.2% | 99 | — |
| Autoliv ALVSafety systems | Sep 30, 2026 | $11.1B | +4.3% | 19.0% | 9.1% | 3.7% | -10.6% | 42 | — |
| Median of 9 with a current year | +4.3% | 18.7% | 3.5% | 4.0% |
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 RegisterWhere US supply comes from
US imports, Jul 2026 · UN Comtrade- HS 8703Cars · $15.4B · +5.0% on a year earlierJapan 24% · South Korea 22% · Mexico 19%
- HS 8708Car parts · $7.1B · -1.8% on a year earlierMexico 42% · Canada 13% · China 10%
- HS 8507Batteries · $2.5B · -5.6% on a year earlierChina 34% · Japan 15% · South Korea 13%
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.