The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how THOR Industries (NYSE: THO) and the rest of the automobile manufacturing stocks fared in Q1.
Much capital investment and technical know-how are needed to manufacture functional, safe, and aesthetically pleasing automobiles for the mass market. Barriers to entry are therefore high, and auto manufacturers with economies of scale can boast strong economic moats. However, this doesn’t insulate them from new entrants, as electric vehicles (EVs) have entered the market and are upending it. This has forced established manufacturers to not only contend with emerging EV-first competitors but also decide how much they want to invest in these disruptive technologies, which will likely cannibalize their legacy offerings.
The 11 automobile manufacturing stocks we track reported a satisfactory Q1. As a group, revenues were in line with analysts’ consensus estimates.
In light of this news, share prices of the companies have held steady as they are up 1.9% on average since the latest earnings results.
THOR Industries (NYSE: THO)
Created through the acquisition and merger of various RV manufacturers, THOR Industries manufactures and sells a range of recreational vehicles, including motorhomes and travel trailers, catering to consumers seeking the freedom and comfort of the RV lifestyle.
THOR Industries reported revenues of $2.78 billion, down 3.9% year on year. This print exceeded analysts’ expectations by 4.8%. Despite the top-line beat, it was still a softer quarter for the company with full-year EPS guidance missing analysts’ expectations and a significant miss of analysts’ EBITDA estimates.
"At the end of our fiscal second quarter, we correctly identified the risk of geopolitical events having an adverse impact on the RV selling season." stated Bob Martin, President and Chief Executive Officer of THOR Industries.
The market seems disappointed with the results as the stock is down 6.8% since reporting and currently trades at $72.31.
Read our full report on THOR Industries here, it’s free.
Best Q1: Ford (NYSE: F)
Established to make automobiles accessible to a broader segment of the population, Ford (NYSE: F) designs, manufactures, and sells a variety of automobiles, trucks, and electric vehicles.
Ford reported revenues of $43.25 billion, up 6.4% year on year, outperforming analysts’ expectations by 3.7%. The business had an incredible quarter with a beat of analysts’ EPS and adjusted operating income estimates.
The market seems happy with the results as the stock is up 13.9% since reporting. It currently trades at $13.95.
Is now the time to buy Ford? Access our full analysis of the earnings results here, it’s free.
Slowest Q1: Winnebago (NYSE: WGO)
Created to provide high-quality, affordable RVs to the post-war American family, Winnebago (NYSE: WGO) is a manufacturer of recreational vehicles, providing a range of motorhomes, travel trailers, and fifth-wheel products for outdoor and adventure lifestyles.
Winnebago reported revenues of $698.7 million, down 9.9% year on year, falling short of analysts’ expectations by 7.9%. It was a disappointing quarter as it posted full-year revenue and EPS guidance missing analysts’ expectations.
Winnebago delivered the slowest revenue growth and weakest full-year guidance update of the whole group. Interestingly, the stock is up 3.2% since the results and currently trades at $29.03.
Read our full analysis of Winnebago’s results here.
Goodyear (NASDAQ: GT)
With its iconic blimp floating above major sporting events since 1925, Goodyear (NASDAQ: GT) is one of the world's largest tire manufacturers, producing and selling tires for automobiles, trucks, aircraft, and other vehicles, along with related services.
Goodyear reported revenues of $3.88 billion, down 8.7% year on year. This print topped analysts’ expectations by 2.5%. It was a very strong quarter as it also logged a beat of analysts’ EPS estimates.
The stock is down 8.8% since reporting and currently trades at $6.65.
Read our full, actionable report on Goodyear here, it’s free.
General Motors (NYSE: GM)
Founded in 1908 by William C. Durant, General Motors (NYSE: GM) offers a range of vehicles and automobiles through brands such as Chevrolet, Buick, GMC, and Cadillac.
General Motors reported revenues of $43.62 billion, flat year on year. This number surpassed analysts’ expectations by 1.4%. It was an exceptional quarter as it also put up a beat of analysts’ EPS estimates and full-year EPS guidance beating analysts’ expectations.
The stock is down 1% since reporting and currently trades at $77.17.
Read our full, actionable report on General Motors here, it’s free.
Market Update
Over the past year, investors have been forced to repeatedly answer the same question: what is the market’s biggest risk? The answer has changed several times, and each shift has reshaped market leadership.
Late in 2025 and early 2026, artificial intelligence became the market’s primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products.
By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market’s dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals.
Want to invest in winners with rock-solid fundamentals? Check out our Strong Momentum Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
