EU Automakers Face Headwinds From Higher U.S. Tariffs -- Market Talk

Dow Jones05-04 14:35

0633 GMT - European automakers face increased headwinds after President Trump said he would increase tariffs on cars and trucks from the European Union to 25% from 15% previously. Assuming the higher tariff is in place for the remainder of 2026 and for all of 2027, BMW's automotive EBIT could face incremental headwinds of 12.1% in 2026 and 15% in 2027, analysts at Bernstein write. Mercedes-Benz's adjusted passenger cars EBIT would face headwinds of 14% in 2026 and almost 18% in 2027, while Volkswagen Group EBIT would face a hit of 9% in 2026 and 11% in 2027. It also suggests headwinds of 16% in 2026 and 21% in 2027 to Porsche AG EBIT and a negative effect of 21% in 2026 and 19% in 2027 to Stellantis EBIT, the bank adds. (dominic.chopping@wsj.com)

(END) Dow Jones Newswires

May 04, 2026 02:35 ET (06:35 GMT)

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Mercedes-Benz's adjusted passenger cars EBIT would face headwinds of 14% in 2026 and almost 18% in 2027, while Volkswagen Group EBIT would face a hit of 9% in 2026 and 11% in 2027. It also suggests headwinds of 16% in 2026 and 21% in 2027 to Porsche AG EBIT and a negative effect of 21% in 2026 and 19% in 2027 to Stellantis EBIT, the bank adds. 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