GCG’s Q2 2025 Automotive and AutoTech Newsletter provides an overview of the latest trends in the sector, including recent performance, valuation multiples, and the state of the middle-market M&A environment.

Key findings include the following:

• Automakers in Q2 2025 had a surge in sales due to pull-ahead demand ahead of expected price hikes due to tariffs, sharply reducing inventory and creating an unfavorable sales environment heading into Q3 2025 as lower inventory and price increases are expected to dampen sales.

• Implemented and threatened tariffs have pushed automakers to streamline operations and build more resilient supply chains by localizing production, vertically integrating for stability, and diversifying supply sources to safeguard production against future regulatory changes.

• Robotaxis and self-driving vehicles continue to be deployed and tested on American roads at an accelerated rate as Tesla launched its robotaxi service in Austin, Waymo continued scaling operations in multiple cities, and automakers deepened partnerships and investments in autonomous tech.

See here for all Automotive News and Updates

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