Q2 2026 Automotive and AutoTech Industry Update - Greenwich Capital Group

GCG’s Q2 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:

The North American automotive industry continued a measured recovery in Q2 2026, as OEMs balanced stable production against affordability pressures, tariff uncertainty, and uneven demand, while profitability, supply chain resilience, AI-enabled technologies, and autonomy commercialization shaped strategic priorities.

Automotive M&A activity remained elevated in Q2 2026, with 198 transactions and average deal value increasing to $391 million. Strategic buyers represented approximately 90% of deal volume, reinforcing M&A as a critical lever for supplier consolidation, portfolio reshaping, and competitive scale.

Automotive public equities delivered mixed performance in Q2 2026, with Traditional Suppliers leading LTM returns at 51.7% and Growth/EV Suppliers rising 20.5%, while Traditional OEMs lagged and automotive stocks continued to trail broader markets over the three-year period.

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