Automotive

TXN Technology

Texas Instruments (TXN): Revenue Up 28% At A 91% Incremental Margin, But The Q4 Guide Is Flat

Texas Instruments' Q3 revenue rose 28% with about 91% of the increase reaching operating profit, but the Q4 guide is flat at the midpoint and data center supplied about 29% of the growth.

Capital Expenditure Data Centers Free Cash Flow

Nov 1, 2026 · 8 min read

TSLA Industrials

Tesla (TSLA): Flat Sales, Operating Expenses Up 39%, And Free Cash Flow Down 62%

Tesla's third-quarter revenue was flat at $28.0B, but operating expenses rose 39%, capex more than doubled and free cash flow fell 62% from last year.

Capital Expenditure Earnings Quality Electric Vehicles

Nov 1, 2026 · 9 min read

GM Industrials

General Motors (GM): The Stock Fell 6.8% On A Beat Because The Guide Implies A Near-Zero Q4 Cash Flow

GM beat on Q3 profit and raised its cash flow guide, but the guide implies Q4 EBIT 22% to 46% lower, and 35% of nine-month adjusted free cash flow is add-backs.

Capital Expenditure Earnings Quality Electric Vehicles

Oct 29, 2026 · 12 min read

STLA Industrials

Stellantis Trades Below Its Industrial Cash Balance — The Market Is Pricing 14 Car Brands At Zero (STLA)

Stellantis’ $38B market cap is below its €46B industrial liquidity, implying 14 global car brands, 40 factories, and 288,000 employees are worth less than nothing. Q1 2026 returned to profitability under CEO Filosa with 12% volume growth — North America leading.

Dodge Electric Vehicles Jeep

Jul 10, 2026 · 8 min read