Q1 2026 Automotive and AutoTech Industry Update

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GCG’s Q1 2026 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:

  • Tariff policy continued reshaping North American manufacturing, with roughly 55% of U.S. vehicle sales now produced in-region as automakers shifted assembly and supplier capacity closer to home
  • AutoTech funding grew more selective, with early-stage companies leaning on strategic alternatives and partnerships while better-capitalized OEMs and suppliers concentrated investment in higher-conviction bets
  • Deal flow held strong at 104 transactions in Q1, with strategic acquirers driving roughly 90% of activity and anchoring consolidation across the value chain
  • Automotive equities outpaced broader indices over the trailing twelve months, led by Traditional Suppliers at 88.6% and Next Gen OEMs at 37.6%, while Charging Ecosystems have shown recent gains despite remaining the laggard on a three-year view
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Greg Urban

Managing Director | Head of Automotive & Mobility

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Sam Coury

Associate

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