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

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