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Sector Coverage

Automotive

Track the inputs, supplier equities, and operational indicators that drive assembly plants and tier-one networks.

Section Snapshot

8

Public stocks

5

Private companies

5

Materials tracked

4

Signals tracked

Latest source-backed refresh: Mar 29, 2026, 10:10 PM

These counts describe Manufacturing Mag coverage, not market-size estimates.

Section Brief

Throughput relies on the supply chain. This sector tracks build rates, EV mix, and the tier suppliers managing steel, aluminum, and semiconductor availability.

Market Benchmarks

Named-source metals and raw-material inputs only. Broader materials coverage moves to the editorial notes below.

InputLatest ValueChangeSource

Primary Aluminum

AUTO-AL • Automotive aluminum input used in closures, battery enclosures, and lightweight structures.

3,065.2 USD/MT-68.79 (-2.2%)FRED

Observed Feb 1, 2026

Wire-Grade Copper

AUTO-CU • Copper exposure for vehicle harnesses, motors, inverters, and power electronics.

12,951.3 USD/MT-35.26 (-0.3%)FRED

Observed Feb 1, 2026

Operating Signals

Named-source operating indicators stay live here. Additional demand and utilization themes live in the editorial file.

No named-source indicators are configured for this sector tonight.

Public Companies

Named-source closing prices with editorial context tied to this sector.

8 live prices

GM

General Motors

NYSE

Detroit OEM with broad North American assembly exposure and supplier leverage.

Latest sourced close

$75.60

-1.01 (-1.3%)

Stooq

Observed Mar 26, 2026

F

Ford Motor

NYSE

OEM exposed to truck volumes, EV transition spending, and supplier cost inflation.

Latest sourced close

$11.60

-0.07 (-0.6%)

Stooq

Observed Mar 26, 2026

TSLA

Tesla

NASDAQ

High-volume EV manufacturer shaping battery-pack, casting, and automation expectations.

Latest sourced close

$372.11

-13.84 (-3.6%)

Stooq

Observed Mar 26, 2026

APTV

Aptiv

NYSE

Tier-one supplier focused on electrical architecture, connectors, and software-defined vehicle content.

Latest sourced close

$70.95

+0.06 (+0.1%)

Stooq

Observed Mar 26, 2026

BWA

BorgWarner

NYSE

Supplier exposed to propulsion, power electronics, and thermal systems.

Latest sourced close

$54.76

-1.36 (-2.4%)

Stooq

Observed Mar 26, 2026

MGA

Magna International

NYSE

Large diversified supplier spanning body, seating, exteriors, and complete-vehicle assembly.

Latest sourced close

$55.41

-0.70 (-1.2%)

Stooq

Observed Mar 26, 2026

LEA

Lear

NYSE

Seating and e-systems supplier leveraged to platform launches and labor execution.

Latest sourced close

$121.95

-0.28 (-0.2%)

Stooq

Observed Mar 26, 2026

ALV

Autoliv

NYSE

Safety systems supplier with direct exposure to global build rates and platform mix.

Latest sourced close

$105.11

+0.00 (+0.0%)

Stooq

Observed Mar 26, 2026

Editorial Coverage

What We're Watching

The live rail on this page stays limited to named-source benchmarks. Editorial coverage still tracks Hot-Rolled Coil Steel, Palladium, and Platinum and 4 other areas because they shape cost pressure, throughput, or supplier risk even when we are not publishing a sourced value yet.

Materials to Watch

AUTO-HRC

Hot-Rolled Coil Steel

Sheet-steel cost baseline for body structures, stampings, and chassis components.

AUTO-PD

Palladium

Precious-metal input still relevant to catalytic converter production.

AUTO-PT

Platinum

Platinum demand proxy tied to emissions systems and fuel-cell component programs.

Themes to Watch

AUTO-SAAR

U.S. Light Vehicle Sales SAAR

Annualized selling rate used as the near-term demand barometer for vehicle assembly plants.

AUTO-ASM

North American Assembly Rate

Estimated build-rate index tracking vehicle assembly utilization across major plants.

AUTO-INV

Auto Supplier Inventory Days

Inventory days proxy for supplier network tightness and booking risk.

AUTO-EV

EV Mix of U.S. Sales

Share of U.S. new vehicle sales represented by battery-electric vehicles.

Private Companies in Focus

Private operators and suppliers that help round out the coverage map around the public names above.

Bosch Mobility

Privately held supplier platform spanning powertrain, electronics, braking, and ADAS hardware.

Flex-N-Gate

Private tier-one supplier focused on exteriors, metal stampings, lighting, and complete modules.

Marelli

Private automotive supplier with lighting, thermal, and electronics manufacturing exposure.

Yanfeng

Private supplier focused on interiors, cockpit systems, seating, and trim manufacturing.

Inteva Products

Privately held supplier building latches, window systems, motors, and closure components.