General Motors (GM) and Ford will report third-quarter earnings this week, coming amidst the sixth week of ongoing strikes and contract negotiations with the United Auto Workers (UAW) union.
A lot hangs on the reports, and the UAW will likely leverage any bullishness and successes compared to Wall Street expectations shared by the automakers to demand further concessions in contract negotiations, as CNBC points out in a Sunday report. On the other hand, the companies could scare off investors if the impacts of UAW labor efforts or general bearishness on guidance are evident.
In data from LSEG (formerly Refinitiv), Wall Street expectations predict that GM will report earnings of $1.88 per share in Q3, while they estimate that Ford will report $0.45 per share in the same quarter.
GM will release its Q3 2023 financial results on Tuesday at 6:30 a.m. ET, according to the company’s website. Following the meeting, GM will also hold a conference call at 8:30 a.m. ET.
Ford is set to announce its Q3 2023 financial results on Thursday, starting at 4:05 p.m. ET, according to a press release. The webcast for the online event will be available here, and the automaker will hold an earnings call afterward at 5:00 p.m. ET.
Throughout the contract negotiations, the UAW has pulled from earnings reports and public statements from executives of the “Big Three” of Detroit, which includes Ford, GM and Chrysler-parent Stellantis.
“When you’re in bargaining you want to use every piece of news that’s in your favor and bring it up and bring it to the public and to the table,” says Art Wheaton, Cornell University professor of labor at the Worker Institute. “If GM, Ford and Stellantis are still very profitable for the third quarter, [UAW’s] going to claim that, ‘They’re being too cheap in bargaining, and they should give us more.’”
Despite some recent concessions from the automakers in contract negotiations, UAW President Shawn Fain noted in a statement on Friday that the companies were all “extremely profitable,” adding that there is still “more to be won.” The statements came just as Ford laid off an additional 364 workers in two states.
UAW President: Tesla workers are union “members of the future”
JPMorgan has estimated that the UAW strikes have cost Ford $145 million in Q3 before interest and taxes, while the firm estimates it has cost GM $191 million. In Q4 so far, the firm thinks losses have increased to $517 million and $507 million for Ford and GM, respectively.
The estimates come after Ford workers walked off the job at the automaker’s highly profitable Kentucky Truck Plant earlier this month, which produces the company’s F-Series Super Duty pickup, the Expedition and the Lincoln Navigator SUV.
Additionally, if labor efforts are successful, many analysts predict that labor costs will be passed along to the price of the vehicles and thus to consumers. Last Monday, Wolfe Research analyst Rod Lache predicted that labor costs would jump by $3,000 to $4,000 per vehicle based on the latest proposals to the UAW. At the same time, he expects competitor costs to increase by $2,500 to $3,000.
“This could compound other challenges that the OEMs [original equipment manufacturers] face (e.g. competitiveness in batteries, distribution, design),” Lache said. “And we also worry that the OEMs may still not fully appreciate the long-term risks associated with UAW’s new tack — including bargaining in public, social media, and populism. The Automakers appear to be struggling to adjust to this reality.”
The news comes after Tesla reported its Q3 earnings last week, posting a non-GAAP earnings per share of $0.53, beneath Wall Street expectations of $0.64 per share. Additionally, the non-union automaker posted $23.35 billion in revenue during the quarter, though analysts expected the company to report a revenue of $23.9 billion.
You can find our live coverage of Tesla’s Q3 2023 earnings call here.
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Tesla is planning for a new 300+ stall Supercharger station that will be an expansion of an existing facility, and the company is planning to add a surprise for the Semi.
The Firebaugh, California Supercharger is currently 72 Superchargers, but Tesla filed for an expansion that will add 232 additional plugs for passenger vehicles, and it also plans to add 16 Semichargers.
This will be the biggest Supercharger station Tesla will have to date, just months after it finished the Supercharger Oasis in Lost Hills, California, which has 168 stalls. This will have 304 total Supercharger stalls, and then the additional 16 Megachargers.
🚨 This Supercharger station will have 304 total stalls and 16 Semichargers following this expansion
Absolutely INSANE size 🔥
This is located on I-5, so many semis will be traveling along this route https://t.co/hM9hdLcWwg
— TESLARATI (@Teslarati) January 13, 2026
The Firebaugh Supercharger is located on I-5, which is a major reason for why Tesla has chosen the location for additional Megacharger plug-ins, as Tesla Semi Program Manager Dan Priestley said on X earlier today.
Lots of trucks to electrify on I-5
— Dan Priestley (@danWpriestley) January 13, 2026
The project was revealed by MarcoRP, a Supercharger tracker.
The expansion is a massive signal for charging demand, especially as Tesla’s Superchargers are opened to numerous automakers and are no longer exclusive to the company’s EVs. Additionally, the installation of Megachargers is a good sign to come for the Tesla Semi program, which aims to truly ramp up this year.
Tesla plans to launch production of the Semi later this year.
It could also mean Tesla is going to expand its footprint of large-scale Supercharger projects in the coming years, which would be a big boost as EV adoption continues to soar in the United States.
Tesla has made two big interior changes to several Model Y vehicles in its lineup, and the changes come just as the new model year begins production.
Last year, Tesla launched the Model Y Standard, which separated the previous models into the “Premium” category. The Standard vehicles lack several features, including more premium interior materials, acoustic-lined glass, and storage.
@teslarati There are some BIG differences between the Tesla Model Y Standard and Tesla Model Y Premium #tesla #teslamodely ♬ Sia – Xeptemper
The Model Y “Premium” trims are now getting several new upgrades, which come after the company launched a seven-seat configuration of the vehicle last night in the North American market for an upcharge of $2,500.
The new Model Y seven-seat configuration did not come with just an additional row of seating; it also came with a slew of other goodies that now come standard and were previously only available on the Model Y Performance, which was launched late last year.
All Black Headliner
The new Tesla Model Y Premium trims will now come standard with a black headliner, something that many owners have been requesting for some time.
The previous grey headliner and trim within the vehicle is now gone; it will be all black on all of the Premium trims from here on out, a welcome change:
Credit: Tesla
Larger and Higher Resolution Center Touchscreen
The center touchscreen in the new Model Y Premium configuration is now larger and has a higher resolution than the previous version.
In last year’s Model Y configurations (apart from the Performance), the center touchscreen was 15.4″. Now, Tesla has decided to go with the 16″ version across all Premium trims, which is a nice step up. It was nice to see this in the Performance, but it is really great to see Tesla include this in the Model Y’s more Premium trim levels.
Tesla Model Y Seven Seater
Tesla launched the latest iteration of the seven-seater for the Model Y on Monday night. Traditionally, the Model Y seats five passengers in total, but there were calls for a more spacious version several years ago.
Tesla released it, but it was extremely tight in the back, basically reserving those back seats for only small people or children.
Credit: Tesla
The new configuration looks to be slightly more spacious in the third row, but not as much space as most would require or want. Instead,
Elon Musk
Lufthansa Group to equip Starlink on its 850-aircraft fleet
Under the collaboration, Lufthansa Group will install Starlink technology on both its existing fleet and all newly delivered aircraft, as noted by the group in a press release.
Lufthansa Group has announced a partnership with Starlink that will bring high-speed internet connectivity to every aircraft across all its carriers.
This means that aircraft across the group’s brands, from Lufthansa, SWISS, and Austrian Airlines to Brussels Airlines, would be able to enjoy high-speed internet access using the industry-leading satellite internet solution.
Starlink in-flight internet
Under the collaboration, Lufthansa Group will install Starlink technology on both its existing fleet and all newly delivered aircraft, as noted by the group in a press release.
Starlink’s low-Earth orbit satellites are expected to provide significantly higher bandwidth and lower latency than traditional in-flight Wi-Fi, which should enable streaming, online work, and other data-intensive applications for passengers during flights.
Starlink-powered internet is expected to be available on the first commercial flights as early as the second half of 2026. The rollout will continue through the decade, with the entire Lufthansa Group fleet scheduled to be fully equipped with Starlink by 2029. Once complete, no other European airline group will operate more Starlink-connected aircraft.
Free high-speed access
As part of the initiative, Lufthansa Group will offer the new high-speed internet free of charge to all status customers and Travel ID users, regardless of cabin class. Chief Commercial Officer Dieter Vranckx shared his expectations for the program.
“In our anniversary year, in which we are celebrating Lufthansa’s 100th birthday, we have decided to introduce a new high-speed internet solution from Starlink for all our airlines. The Lufthansa Group is taking the next step and setting an essential milestone for the premium travel experience of our customers.
“Connectivity on board plays an important role today, and with Starlink, we are not only investing in the best product on the market, but also in the satisfaction of our passengers,” Vranckx said.
Tesla plans for new 300+ stall Supercharger with a special surprise for Semi
Tesla makes two big interior changes to several Model Y vehicles
