Automotive Seating

Business

Lear Caps Strong 2025 with Record Wins and Strategic Pivot, Eyes Steady Growth Amid Industry Shifts

Automotive supplier Lear Corporation reported robust 2025 financial results, highlighted by record new business awards in seating and E-Systems, significant operational savings, and a disciplined capital return strategy. While navigating a mixed global auto market, the company outlined a confident outlook for 2026, underpinned by its thermal comfort technology and digital transformation initiatives.

Feb 5, 2026

Business

Adient Raises Full-Year Outlook After Resilient Q1, Citing Onshoring Wins and China Growth

Automotive seating giant Adient posted a stronger-than-expected start to fiscal 2026, lifting its annual forecast on the back of robust growth in China and significant new North American onshoring business, which management now values at $500 million in future revenue.

Feb 5, 2026

Business

Adient Posts Solid Q1 2026, Raises Full-Year Outlook on Onshoring Momentum and Innovation Drive

Automotive seating giant Adient plc kicked off its fiscal 2026 with a resilient performance, overcoming supply chain disruptions to post a 4% revenue increase. The company raised its annual guidance, citing a robust pipeline of onshoring opportunities in the Americas and strong growth in China.

Feb 4, 2026

Business

Lear Corp's 33% Surge: Is the Auto Parts Giant Still a Bargain?

Despite a strong 33% gain over the past year, Lear Corporation's recent stock performance shows signs of cooling. A deep dive into its discounted cash flow and earnings multiples suggests the market may still be undervaluing this automotive seating and electronics supplier.

Feb 2, 2026

Business

NXP Doubles Down on Automotive Future: Sells MEMS Unit, Acquires Aviva Links to Bolster In-Car Connectivity

NXP Semiconductors sharpens its strategic focus on the connected car, divesting its MEMS sensor business while snapping up Aviva Links to enhance its high-speed data link portfolio for next-generation vehicles.

Feb 3, 2026

Business

Autoneum Holding: A Swiss Automotive Supplier Worth Watching Amid Industry Shifts

While speculative stories often captivate investors, Autoneum Holding (VTX:AUTN) presents a case built on profitability and insider conviction. We examine whether its strong EPS growth and significant insider ownership justify a spot on your watchlist.

Feb 2, 2026

World

China to Mandate Mechanical Door Handles in All Vehicles, Phasing Out Flush Designs

China becomes the first nation to regulate against concealed automotive door handles, a feature popularized by Tesla and adopted by other EV makers, citing safety concerns in emergency situations. The new standards take effect in 2027.

Feb 3, 2026

Business

Henkel Seals €2.1 Billion Deal for Coatings Specialist Stahl Group

German industrial giant Henkel moves to acquire Netherlands-based Stahl Group, a key player in specialty coatings for automotive, fashion, and packaging sectors, in a major strategic expansion of its adhesives and functional materials portfolio.

Feb 5, 2026

Business

NXP Doubles Down on Auto Tech, Sheds Sensor Unit in Strategic Pivot

NXP Semiconductors sharpens its focus on the future of automotive electronics, divesting its MEMS sensor business and acquiring connectivity assets to bolster its position in software-defined vehicles and physical AI platforms.

Feb 5, 2026

Business

Vishay Surpasses Q4 Expectations as AI and Industrial Demand Fuel Growth

Vishay Intertechnology's quarterly revenue climbed 12.1%, driven by robust orders in industrial power, AI applications, and a recovering automotive sector. The company's optimistic guidance signals sustained momentum.

Feb 5, 2026

Business

Qualcomm Navigates Memory Headwinds as Diversification Strategy Takes Center Stage

Qualcomm's Q4 revenue met expectations, but a cautious outlook driven by memory supply constraints and strategic shifts into automotive and IoT markets signals a pivotal moment for the chip giant.

Feb 5, 2026

Business

Dolby Beats Estimates But Market Yawns: Analysts Probe Margins and Future Growth

Dolby Laboratories delivered a solid Q4, surpassing revenue and earnings forecasts. Yet, investor enthusiasm was tempered by margin pressures and questions about the sustainability of its automotive and Dolby Vision growth engines. Here are the key themes that emerged from Wall Street's grilling of management.

Feb 5, 2026

Business

Stellantis Hits the Brakes: Key EV Launches Delayed Up to Eight Months Amid Battery Supply Chain Crisis

Production setbacks at the Automotive Cells Company (ACC) joint venture have forced Stellantis to postpone several crucial electric vehicle programs, impacting brands like Peugeot and signaling broader challenges for Europe's battery manufacturing ambitions.

Feb 5, 2026

Business

Autoliv Forges China Tech Alliance While Streamlining Operations and Boosting Shareholder Returns

Automotive safety giant Autoliv announces a strategic joint venture with China's Hangsheng Electric to develop next-generation safety electronics, concurrent with aggressive cost-cutting measures and a substantial share repurchase program, signaling a multifaceted strategy to bolster its market position.

Feb 5, 2026

Business

Tesla Forges Major UK Energy Storage Deal with Matrix Renewables, Signaling Strategic Pivot

Tesla and Matrix Renewables have signed an agreement to build a landmark 500MW/1GWh battery storage system in Scotland, marking a significant step for Tesla's energy division amid a challenging year for its automotive business.

Feb 5, 2026

Business

Qualcomm Posts Record Q1 Revenue on Smartphone Strength, Warns of Memory Supply Squeeze

Qualcomm reported record fiscal first-quarter revenue of $12.3 billion, driven by flagship smartphone demand and growth in automotive and IoT. However, the company cautioned that near-term handset results face headwinds from an industry-wide DRAM shortage, as memory suppliers prioritize AI data centers.

Feb 5, 2026

Business

Ford Explores Alliance with China's Geely to Bolster European EV Strategy

As Chinese automakers reshape Europe's automotive landscape, Ford is in advanced talks with Geely to share technology and manufacturing capacity, signaling a strategic shift for Western carmakers facing intense competition.

Feb 4, 2026

Business

Ford and Geely in Advanced Talks for European Manufacturing Alliance, Potentially Reuniting Volvo's Past and Present

Ford Motor Company and China's Geely are negotiating a strategic partnership that could see Geely utilize Ford's European factories for production, while sharing advanced vehicle technologies, in a move that reshapes the continent's automotive landscape.

Feb 4, 2026

Business

Monolithic Power Systems Rides AI and Auto Waves, Bolsters Shareholder Returns

Monolithic Power Systems (MPWR) is capitalizing on surging demand from AI data centers and the automotive sector, with both segments now forming a larger part of its revenue mix. The company is also rewarding shareholders through significant buybacks and a dividend hike, signaling confidence in its financial health and growth trajectory.

Feb 4, 2026

Business

MiddleGround Capital Bolsters Mobility Tech Portfolio with Acquisition of Pi Innovo from Dana

Private equity firm MiddleGround Capital has acquired Pi Innovo, a specialist in open-platform electronic control systems, from automotive supplier Dana Incorporated. The move aims to merge Pi Innovo's expertise with MiddleGround's existing portfolio company, New Eagle, creating a stronger integrated player in control software for electric and specialized vehicles across multiple industries.

Feb 4, 2026