Filing Flows › Industries › Consumer Discretionary › Motor Vehicles & Passenger Car Bodies
Motor Vehicles & Passenger Car Bodies SIC 3711
13 companies filing with the SEC under SIC 3711. Median revenue growth +6% year on year in Q3 2026 (middle half +1% to +19%, 7 companies). The growth model expects the industry's combined revenue to grow +10% in Q3 2026. 44 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- LEA → GM 22% of the supplier's revenue, $5.1B
- CMI → PCAR 13% of the supplier's revenue, $4.4B
- LEA → F 12% of the supplier's revenue, $2.7B
- DCH → GM 44% of the supplier's revenue, $2.6B
- DAN → F
- RIVN → JPM 36% of the supplier's revenue, $1.9B
- BWA → F 12% of the supplier's revenue, $1.7B
- ADNT → F 11% of the supplier's revenue, $1.6B
- OSK → U.S. government 20% of the supplier's revenue, $1.3B
- VC → F 26% of the supplier's revenue, $980M
- DCH → F 15% of the supplier's revenue, $876M
- CPS → F 27% of the supplier's revenue, $740M
- CPS → GM 19% of the supplier's revenue, $521M
- VC → GM 12% of the supplier's revenue, $452M
- GTX → F 11% of the supplier's revenue, $394M
- ULH → GM 25% of the supplier's revenue, $390M
- ALSN → PCAR 11% of the supplier's revenue, $331M
- ULH → F 20% of the supplier's revenue, $312M
- GNTX → GM 10% of the supplier's revenue, $253M
- FOXF → F 12% of the supplier's revenue, $176M
- THRM → GM 11% of the supplier's revenue, $165M
- ASPN → GM 59% of the supplier's revenue, $160M
- STRT → GM 27% of the supplier's revenue, $156M
- SRI → F 18% of the supplier's revenue, $155M
- STRT → F 21% of the supplier's revenue, $122M
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +9.8% | $152.6B | $126.6B – $178.7B |
| Q4 2026 | +12.7% | $144.3B | $117.2B – $171.3B |
| Q1 2027 | +13.7% | $137.2B | $111.0B – $163.4B |
| Q2 2027 | +13.7% | $156.7B | $126.6B – $186.8B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| GM General Motors | $50.0B | +3% | mature |
| F Ford Motor | $49.5B | -2% | mature |
| TSLA Tesla | $28.0B | -0.2% | mature |
| PCAR Paccar | $7.9B | +19% | reacceleration |
| OSK Oshkosh | $2.8B | +6% | mature |
| RIVN Rivian Automotive | $2.2B | +38% | expansion |
| FSS Federal Signal | $656M | +18% | transition |
| LCID Lucid Group | $405M | — | expansion |
| CENN Cenntro | $6.2M | — | mature |
| WKHS Workhorse Group | $3.6M | — | contraction |
| FLYE Fly-E Group | $2.7M | — | contraction |
| FFAI Faraday Future Intelligent Electric | $836K | — | expansion |
| AIEV Thunder Power Holdings | $271K | — | — |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.