US automakers GM, Ford, and Stellantis face mixed Q1 earnings amid rising costs and EV challenges

America's largest automakers—General Motors, Ford, and Stellantis—are set to report their first-quarter earnings amid rising costs from the Iran war, supply chain issues, and slowing demand for new vehicles. GM is expected to perform best with steady market share and strong margins, while Ford struggles with supply disruptions and cost increases, especially in aluminum. Stellantis is working through a tough turnaround, relying on Jeep and Ram brands, but faces pressure from past EV write-downs and a challenging market. Investors will watch closely as these companies navigate cost pressures and strategic shifts in 2026.