Auto Sector Beats Q1 Revenue Estimates; Ford (F), Mobileye (MBLY) Surge

First-quarter 2026 earnings for automobile manufacturers exceeded expectations, with aggregate revenues topping analyst consensus by 0.7%, per StockStory. Shares in the 10-company cohort have advanced an average 9.1% since reports. Ford Motor (NYSE:F) and Mobileye (NASDAQ:MBLY) led the pack, both surging 35.9% post-earnings. Ford’s revenue rose 6.4% year-over-year to $43.25 billion, while Mobileye’s jumped 27.4% to $558 million, the group’s fastest growth. General Motors (NYSE:GM) logged flat revenue of $43.62 billion but exceeded profit forecasts, lifting its stock 5.9%. Tesla (NASDAQ:TSLA) revenue climbed 15.8% to $22.39 billion, sending shares up 6.7%. Lucid Group (NASDAQ:LCID) missed revenue estimates by 25.1%—the worst miss in the group—though its shares inched 7% higher.