Ford (F) loj hlob US tsheb muag nyob rau hauv lub quarter thib ob, defying ib tug poob rau hauv tag nrho cov kev lag luam. Lub Rau Hli muaj zog tau nce lub quarter txawm tias Ford tsis nco qab Q2 muag muag, tom qab General cov Motors lwm yam (GM) thiab lwm cov tsheb loj loj pom Q2 muag tank ob-tus lej tom qab idling factories dua.
X
Ford Tshuag poob rau hnub Tuesday thaum GM Tshuag tau nce, tom qab ob qho tib si ua rau 52-lub lim tiam qis hauv kev lag luam hauv hnub. Cov kws tshuaj ntsuam xyuas ntawm CFRA tau txo qis Ford Tshuag los ntawm kev yuav khoom hnub Tuesday. Lawv tau hais tias "qhov muaj feem yuav muaj kev lag luam poob qis, uas peb xav tias yuav hnyav rau kev lag luam muaj txiaj ntsig ntau." Qhov ntawd los tom qab CFRA txiav nws txoj kev lag luam kev lag luam pib los ntawm nruab nrab mus rau qhov tsis zoo.
Hnub Friday, GM tau tshaj tawm 15% poob qis hauv Q2 muag tab sis nws tau muag Toyota Tsav (TM). General Motors kuj tau coj Q2 cov nyiaj tau los qis dua rau hnub Friday thaum txhawb nqa kev coj ua puv xyoo.
Hnub qub (STLA) thiab Honda Tsav (HMC) Hnub Friday kuj tau tshaj tawm ntau Q2 muag poob.
Tshaj tawm hnub so, Tesla (TSLA) qhia thoob ntiaj teb Q2 ntau lawm thiab xa khoom raws li kev cia siab.
Live IBD: Ib qho Cuab Yeej Tshiab rau Kev Tshawb Xyuas Kev Lag Luam Txhua Hnub
Nov yog li cas automakers ua tau zoo hauv Q2 vs. Cox Automotive kev cia siab. Cov txiaj ntsig tau qhia qhov muag ntim, nrog rau kev muag khoom loj hlob lossis poob qis dua ib xyoos dhau los.
Ford Tsav
Q2 pib kev muag khoom kwv yees: 496,248, nce 5.1%.
tau: Ford muag 483,688 lub tsheb hauv Q2, capped los ntawm lub Rau Hli muaj zog. Ford's Q2 muag tau nce 1.8% xyoo dhau los, thiab bucked 21% poob rau tag nrho kev lag luam thaum nti thiab lwm yam kev txwv, raws li CFRA.
Thaum Lub Rau Hli, Ford tag nrho cov muag khoom tau nce 31.5% thaum lub khw muag khoom loj hlob 30%. Pickup tsheb loj hlob 26% lub hli tas los thiab SUVs leapt 36%.
EV kev muag khoom tau nce 77% nyob rau lub Rau Hli, suav nrog 1,837 units ntawm F-150 Lightning tag nrho cov hluav taws xob nqa hauv nws thawj lub hlis ntawm kev muag khoom. Ntau tshaj 75% ntawm cov neeg uas tau khaws cia Lightning EV, tus neeg sib tw rau Tesla Cybertruck yav tom ntej, yog tus tshiab rau Ford hom.
Mustang Mach-E EV kev muag khoom tau nce 21% hauv Lub Rau Hli, tab sis nce 36% xyoo rau hnub tim.
Mus rau Lub Xya Hli, cov tswv lag luam Tshuag rau ob qho tib si F-150 Lightning thiab Mustang Mach-E yog siab dua, tso ob qho tib si tshiab EVs rau lub hlis muag khoom muaj zog, Ford tau hais hauv kev tshaj tawm hnub Tuesday.
Ford Tshuag poob 1% rau 11.20 hnub Tuesday, ntaus 17-hli qis intraday tab sis kaw ze ntawm kev sib tham siab. Shares swb ze li ntawm 6% lub lim tiam dhau los thiab nyob qis dua lawv cov kab 50- thiab 200-hnub.
General cov Motors lwm yam
Q2 pib kev muag khoom kwv yees: 575,911, nqis 15.8%.
tau: GM muag 582,401 tsheb, nqis 15%. Qhov ntawd suav nrog 7,300 lub tsheb hluav taws xob. Lub tuam txhab tau hais tias nws txuas ntxiv mus rau EVs tshiab, suav nrog Cadillac Lyriq SUV thiab Hummer tsheb.
Hauv tsab xov xwm tshaj tawm hnub Friday, General Motors tau hais tias Q2 cov khoom lag luam wholesale tau cuam tshuam los ntawm kev tsis txaus ntawm cov khoom siv semiconductor thiab lwm yam kev cuam tshuam ntawm cov saw hlau, feem ntau nyob rau lub Rau Hli. Raws li qhov tshwm sim, GM yuav ncua sijhawm xa khoom ntawm 95,000 units rau cov neeg muag khoom mus rau ib nrab xyoo 2022.
Hauv kev sib cais 8-K, lub tsheb loj loj tau coj Q2 EBIT-hloov ntawm $ 2.3 billion- $ 2.6 billion, qis dua ntawm qhov nruab nrab ntawm qhov kev pom zoo. Nws tuav EPS cov lus qhia puv xyoo ntawm $ 6.50- $ 7.50, ntawm kev cia siab rau kev rov qab los ntawm ib nrab xyoo. Nws tseem pom tag nrho cov khoom lag luam wholesale tag nrho nce 25% -30%.
Shares tau nce 0.6% rau 32.37 Tuesday, thim rov qab siab dua thiab kaw ntawm kev sib tham siab. GM Tshuag tau poob ze li 8% lub lim tiam dhau los, qis dua 50-hnub kab poob qis thiab qis dua 200-hnub nruab nrab.
Toyota Tsav
Q2 pib kev muag khoom kwv yees: 543,819, nqis 21%.
tau: Toyota muag 531,105 lub tsheb hauv Q2. Lub automaker lub rau hli ntuj muag poob 18%, xyoo dhau los. Kev muag khoom hauv thawj ib nrab ntawm 2022 poob 19%. Nws kev muag khoom ntawm hluav taws xob thiab tsheb sib tw tau nqis 13% hauv Lub Rau Hli thiab tau nqis 11% xyoo rau hnub tim.
Toyota Motor Tshuag poob 0.5% ntawm lub Tshuag lag luam hnub no, nyob ze ntawm 52 lub lis piam qis.
Hnub qub
Q2 pib kev muag khoom kwv yees: 412,005, nqis 15.1%.
tau: Stellantis muag 408,521 tsheb, nqis 16%. Xyoo dhau los, kev muag khoom tau qis dua 15%.
Stellantis Tshuag tanked 5.6% hnub Tuesday, qis tshaj txij li thaum lig 2020, tom qab cov lus ceeb toom ntawm loj zus tau tej cov poob vim chip shortcut. Stellantis yog niam txiv rau Chrysler, Fiat thiab Peugeot hom.
Honda Tsav
Q2 pib kev muag khoom kwv yees: 254,230, nqis 47.7%.
tau: Honda muag 239,789 lub tsheb, nqis 51%. Lub tuam txhab tsheb tau hais tias Q2 kev muag khoom tau muaj kev sib tw hnyav los ntawm cov teeb meem khoom siv thaum cov neeg siv khoom xav tau tseem muaj zog.
Honda Tshuag thim rov qab 2.5% Tuesday rau qhov phem tshaj txij li lub Cuaj Hlis 2020.
Teb Chaws Asmeskas Auto Muag Slow, Outlook Txiav Rau 2022
Kev lag luam txhua xyoo ntawm US lub teeb tsheb muag tau mus txog 13.4 lab units hauv Q2, nqis los ntawm 17 lab ib xyoos dhau los, raws li GM qhov kwv yees.
Hnub Tuesday, Cox Automotive txiav nws qhov kev kwv yees tag nrho rau xyoo rau 14.4 lab units, qis dua 2020 qib.
Cov khoom muag tsis txaus txuas ntxiv hnyav rau Asmeskas kev muag tsheb, cov kws tshuaj ntsuam hais.
Tus kab mob kis thoob qhov txhia chaw ua rau muaj kev tsis txaus ntawm microchips thiab lwm yam khoom siv uas cov neeg tsim tsheb yuav tsum tsim tsheb. Kev tsov rog Russia-Ukraine thiab Tuam Tshoj txoj kev sib ntaus sib tua Covid tau ua rau muaj kev kub ntxhov ntau ntxiv.
Hauv Q2, General Motors, Ford thiab Stellantis tau ncua cov chaw tsim khoom tom qab lawv cov khoom muag hauv Teb Chaws Asmeskas tau ntim ob tus lej hauv thawj peb lub hlis twg.
Lub caij ntuj sov no, Ford tau tshaj tawm tias yuav txo qis kev tsim tsheb rov qab ntawm plaub tsob nroj. Tab sis lub Rau Hli 28, Volkswagen (VWAGY) CEO Herbert Diess hais tias chip shortages yog easing.
Nrhiav Aparna Narayanan hauv Twitter ntawm @IB_Aparna.
KOJ YUAV TSUM nyiam:
Cov No Yog Cov 5 Zoo Li Cas Los Yuav Thiab Saib Tam Sim No
Nrhiav Cov Khuam Kawg Nkag Ntaus Ntaus Qhov Tsw Nrog MarketSmith
Techs Lead Rally Amid Recession Ntshai; Kev Lag Luam Pom Xaus Rau Fed Hikes
Tau qhov twg los: https://www.investors.com/news/us-auto-sales-q2-slide-gm-ford-stellantis-idled-factories/?src=A00220&yptr=yahoo