Auto manufacturers

15 companies · $500B combined revenue · $-4136M operating profit

The typical US-listed auto manufacturers company grew revenue 1.2% and earnings -46.5% in its latest year, at a -0.5% operating margin, and 1 of 13 earn a return on capital above 15%. Figures from each company's latest annual filing with the SEC, refreshed daily.

1.2%Median revenue growth
-46.5%Median earnings growth
9.9%Median revenue growth, 3 yrs
16.9%Median earnings growth, 3 yrs
-0.5%Median operating margin
-1.8%Median ROCE

Growth engines: the 4 Cylinders

All four working: 0% of companies

A company's earnings per share can grow in only four ways: more sales, profits growing faster than sales (operating leverage), wider margins, and less debt. Each bar is the share of companies where that engine worked in their latest year.

  • Sales growth · Revenue up 10% or more27%
  • Operating leverage · Operating income growing faster than a growing revenue18%
  • Margin expansion · Operating margin up 1 point or more33%
  • Debt reduction · Debt down 5% or more, or net cash42%

Combined revenue · 8 companies reporting in US dollars

Revenue
$0$200B$400B$600BFY21FY22FY23FY24FY25

Combined operating margin

Operating margin
−2%0%2%4%6%8%FY21FY22FY23FY24FY25

All 15 companies

Median–1.2%-46.5%-0.5%-1.8%0.74x
TSLATesla$94.8B-2.9%▼-46.5%4.6%▲4.1%▲0.10x▲
TMToyota Motor Corp/JPY 50.68T5.5%▲-16.8%▲7.4%▲5.2%▲1.08x▼
GMGeneral Motors$168B-2.1%▼-55.1%▼1.7%▲1.5%▲–
RACEFerrariEUR 7.1B7%▲4.8%▲29.5%▲–0.74x
PCARPaccar$28.4B-15.5%▼-42.9%▲10.6%▲––
FFord Motor$187B1.2%-239%▼-4.9%▼-5.3%▼–
HMCHonda MotorJPY 21.80T0.5%▼-139%▼-1.9%▼-1.8%1.14x▼
RIVNRivian Automotive, Inc. / DE$5.4B8.4%▲–-66.5%▼-32.1%▼0.97x▼
STLAStellantisEUR 154B-2.1%▼-505%▼-17.1%▼-22.6%▼0.86x▼
LILi AutoCNY 112B-22.3%▼-85.8%▼-0.5%-0.6%▲0.13x▲
XPEVXPENGCNY 76.7B87.7%▲–-3.6%▼-6.2%▼0.28x▲
NIONIOCNY 87.5B33.1%▲–-16%▼-30.6%▼2.23x▼
OSKOshkosh$10.4B-2.9%▼-5%▲9%▲12.7%▲0.24x▲
VFSVinFast Auto$3.6B98.5%▲–-82.2%▼-415%▼–
FSSFederal Signal$2.2B17.1%▲14%▲15.6%▲16.2%▲0.41x▲

▲ better than the median, ▼ worse. n/a: the ratio doesn't apply to that kind of business (e.g. a bank's operating margin). Sort by any column. Figures from each company's latest 10-K (or 20-F/40-F).