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Industry-level sentiment and macro signals, built from public earnings calls. Part of the Consumer Cyclical sector.
Showing calendar 2026 Q2Free· the newest quarter (2026 Q3) is Pro.
Industry Sentiment Index · Calendar 2026 Q2
As of 2026 Q2, the Tellvest aggregate earnings-call sentiment for the Automakers industry is 7.2/10 across 5 companies.
2024 Q4–2026 Q2. Each earlier point averages the available scores of this quarter’s 5-company panel in that quarter; companies without a score in an earlier quarter don’t contribute, so the number behind each point can vary.
Earnings-call analysis · calendar 2026 Q2
What management and analysts said on calls mapped to this calendar quarter.
Tesla (TSLA) posted GAAP revenue up roughly 25.5% on record Q2 deliveries, and its sentiment score still fell the furthest in the group, from 9 to 6. The industry average eased from 7.4 to 7.2, with two companies down and three up. Ford (F) eased from 9 to 7 in a quarter where adjusted EBIT rose 17%, while Rivian (RIVN) climbed from 7 to 9, General Motors (GM) rose from 7 to 8 and Lucid (LCID) edged up from 5 to 6.
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2026 Q2.
Method
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Signal | Companies | Direction breakdown |
|---|---|---|
| AI & Tech | 3 | 3 |
| Consumer Demand | 3 | 21 |
| Trade & Tariffs | 3 | 111 |
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.