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Even when President Trump reached Breakthrough trading transaction with ChinaMany companies could not avoid tariff bite. One of the industries that removes the most is automakers. This is due to the fact that tariffs specifically affect physical goods, and not on services.

For the industry selling expensive physical products, tariffs can lead to a significant increase in costs. This can exert significant pressure on the margin or damage the demand if the company decides to transfer these costs to the consumer. This is exactly what happens to two of the automakers discussed below. However, Tariffs do not affect all automobile companies Similarly. Two other car manufacturers continue to flourish against the background of tariffs.

There is some evidence that European and American tariffs Maybe a reverse blow to the legislators that imposed them. All data on the return from the end of May 9.

Losers: Japanese and American giants below their belts to influence the tariff

Two automobile companies that already see significant negative consequences from tariffs are Toyota Motor NYSE: TM and General Motors NYSE: GMField

On May 8, Toyota released its financial Q4 2025 income. Along with the release, the company described in detail the level of damage that he expected tariffs for his business in the coming months.

Toyota believes that tariffs will reduce the company’s operating income by $ 1.3 billion in April and May.

At first this may seem not a huge impact, given that Toyota brought almost 85 billion dollars of adjusted income past quarter.

Nevertheless, the margin in the automotive industry, as a rule, is low from vast costs for creating cars and intensive competition. Even almost with 85 billion dollars of incomeToyota did only around 7.6 billion dollars. USA in the operating profileT

Thus, 1.2 billion dollars will make a significant profit in just two months.

In general, the company expects Operating profit will fall by almost 21% In the fiscal year 2026, mainly from the influence of US tariffs.

In nodding, the idea of ​​tariff reverse consequences, the company that expects to make an even greater haircut is the American General Motors automaker.

GM quotes the consequences of a tariff in the amount of 4 to 5 to 5 billion dollars in 2025.

This led to a decrease in its average point adjusted operating profit management by almost $ 3.5 billionField

This, in fact, is equal to the removal of the total adjusted operating profit in the first quarter of 2025.

In general, $ 3.5 billion is 24% of the adjusted operating profit, which the company has received over the past 12 months.

In 2025, GM shares fell by almost 11%, while Toyota decreased by almost 4%, reflecting the complex market in which these companies operate.

Winners: BYD and Ferrari shares fell into an accelerator

On the other side of the equation, two foreign automobile companies perform incredibly well in 2025. One of these companies is the Chinese manufacturer EV Byd OTCMKTS: YesField China – one of Tesla NASDAQ: TSLA The largest markets and sales are falling.

Meanwhile, BYD saw how sales increased by 21% in April. Byd does not sell cars in AmericaSo this should not worry about Tariffs On this front.

However, China is one of Tesla’s largest markets. From the tariffs, Tesla He stopped selling some cars made in the USA to China. This helped to raise Byd in your home market.

Something like this happens in Europe. In Germany, BYD sales increased more than 385% in the first four months of the year, compared with the fall of Tesla sales by 60%. Byd shifts its European attention to hybrid vehicles (PHEV), not EV.

This is due to the fact that he should pay significantly lower tariffs for PHEV than EV in the European Union. Byd has reached an amazingly good Return in 2025 approximately 46%Field

Another car manufacturer, which succeeds against the background of tariffs, is Ferrari NYSE: RaceThe company predicts only 50 basic points achieved according to the adjusted operating margin.

Especially for a company such as Ferrari, this is almost small.

From -s of expensive vehicles, Ferrari uses one of the most significant Operating margin any automobile company. In the last quarter, this figure was more than 30%. Ferrari shares made very well this year, about 16%Field

In general, the calculation of tariffs is far from simple.

As evidenced above, what legislators believe can play when the introduction of these rules can be very different from what is actually happening. Investors must also take into account this.

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