Autos & Auto Parts
Efraim Levy, CFA, Auto Manufacturers & Auto Parts Equity
Analyst
JULY 2014
Current Environment ............................................................................................ 1
Industry Profile .................................................................................................... 10
Industry Trends ................................................................................................... 12
How the Industry Operates ............................................................................... 22
Key Industry Ratios and Statistics ................................................................... 28
How to Analyze an Automobile Manufacturing Company .......................... 30
Glossary ................................................................................................................ 34
Industry References ........................................................................................... 36
CONTACTS:
Comparative Company Analysis ...................................................................... 37
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Topics Covered by Industry Surveys
Aerospace & Defense
Airlines
Electric Utilities
Environmental & Waste Management
Metals: Industrial
Movies & Entertainment
Alcoholic Beverages & Tobacco
Financial Services: Diversified
Natural Gas Distribution
Apparel & Footwear:
Retailers & Brands
Foods & Nonalcoholic Beverages
Healthcare: Facilities
Oil & Gas: Equipment & Services
Oil & Gas: Production & Marketing
Autos & Auto Parts
Healthcare: Managed Care
Paper & Forest Products
Banking
Biotechnology
Healthcare:
References: January, the supply of total US light vehicles for the Detroit Three was more than 100 days as of February 1, 2014, which was enough to last roughly until Memorial Day, while other automakers in the industry had 88 days’ worth of supply. As of May 1, 2014, both the Ford F series and Ram pickup had a 100-day supply, while GM had a 115-day supply of Chevrolet Silverado and 99-day supply of GMC Sierra, according to