GCG’s Q4 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:

• Amid ongoing geopolitical instability and tariff concerns, automakers have accelerated efforts to localize production, prioritizing flexibility and North American car content

• Advances in AI hardware & software accelerated progress toward vision-based Level 4 autonomy in Q4 2025, supporting robo-taxi deployments and advanced operating systems

• M&A remained near three-year highs with 98 transactions and elevated deal values, as strategic buyers continued leading technology-driven consolidation

• Public market performance was mixed but broadly ahead of benchmarks, with Traditional Suppliers and Next Gen EV / Software-Defined players leading returns while Charging Infrastructure continues to lag

See here for all Automotive News and Updates

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