Automakers post strong Q1 results as TSLA, F, MBLY beat estimates

Automobile manufacturing stocks posted stronger-than-expected first-quarter results, with the 10 tracked companies beating consensus revenue estimates by an average of 0.7%, according to a May 14, 2026, earnings roundup. Tesla (NASDAQ:TSLA) reported revenue of $22.39 billion, up 15.8% from a year earlier and 1.5% above analyst expectations. The company also beat EPS estimates, and its shares have risen 14.6% since the report to $444.14. Ford (NYSE:F) posted revenue of $43.25 billion, up 6.4% and 3.7% above estimates, but its stock has fallen 1.2% to $12.10. Mobileye (NASDAQ:MBLY) delivered the largest beat in the group, with revenue of $558 million, up 27.4% and 7.8% above expectations. Its shares are up 16.6% to $9.21. Lucid (NASDAQ:LCID) lagged peers, missing revenue estimates by 25.1% with sales of $282.5 million; its shares are down 3.4% to $6.04.