What’s News in Earnings: How Automakers Overcame Tariffs and Supply-Chain Snafus

汽车业利润动态:汽车制造商如何克服关税和供应链混乱

WSJ What’s News

2025-11-07

9 分钟
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Bonus Episode for Nov. 6. Global automakers are navigating a new semiconductor crisis, billions of dollars in U.S. tariffs and a sputtering market for electric vehicles. Yet sales and profits have held up much better than many feared last spring, when President Trump started his trade war. WSJ automotive reporter Stephen Wilmot discusses results from Tesla, General Motors, Ford, Mercedes and others. WSJ automotive reporter Chris Otts hosts this special bonus episode of What's News in Earnings, where we dig into companies’ earnings reports and analyst calls to find out what’s going on under the hood of the American economy. Sign up for the WSJ's free Markets A.M. newsletter. Further Reading: Automaker Production Stoppages Begin Over Semiconductor Shortage The Rest of the World Is Following America’s Retreat on EVs The Auto Industry Is Panicking About Another Potential Chip Shortage GM Shares Surge 15% on Raised Guidance General Motors Lays Off More Than 3,300 Electric-Vehicle Workers in U.S. Plants GM Aims to Deliver Eyes-Off Autonomous Driving by 2028 Ford Profit More Than Doubles on Growth in Sales of Pickups, SUVs Tesla Profit Plunges as Musk Turns Focus to ‘Robot Army’ Porsche Skids to Loss on Bad EV Bet, Tariffs Mercedes-Benz Confirms Guidance After Tariffs, Chinese Weakness Weigh on Earnings Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • Hey listeners, it's November 6th.

  • I'm Chris Otz for The Wall Street Journal, and this is what's new in earnings.

  • Our look at some of the biggest themes standing out this earnings season.

  • Global automakers are staring through a barrage of obstacles.

  • New supply chain crises are resurrecting nightmares from the COVID pandemic.

  • Tariffs are zapping billions from their bottom lines,

  • yet no one wants to raise the price of their cars.

  • Meanwhile, electrification is slowing, the U.S.

  • has all but done away with any support for EVs,

  • and yet through all these storms, automakers are largely delivering solid results.

  • I've been following U.S.

  • car companies earnings and I'm joined by Stephen Wilmon, our European autos reporter in London.

  • Stephen, it's 2025, not 2021,