Automotive & Mobility · Week of Oct 26, 2026
Q3 results lead a quiet week: the week in automotive and mobility
Third-quarter results from AGCO, Lear and Universal Logistics led the week, alongside Polaris racing news and investor-event notices.
Third-quarter earnings dominated the week's releases. Lear reported revenue of $5.8 billion, up 2%, and growth in core operating earnings, net income and earnings per share. AGCO reported net sales of $2.3 billion, down 8.6% year-over-year, and gave a full-year adjusted EPS outlook of approximately $5.50. Universal Logistics reported operating revenues of $394.0 million and declared a dividend. Hyster-Yale set November 5, 2026 as the date for its own third-quarter results.
Beyond earnings, the releases focused on capital and investor matters. Quarterhill said it has repaid its convertible debentures in full, and Dana will take part in the Gabelli 50th Annual Automotive Symposium on November 3. Polaris and RZR Factory Racing issued two releases: one on a new 400-horsepower race machine and one on a multi-year agreement with off-road racer Kyle Chaney.
AGCO Corporation
AGCO REPORTS THIRD-QUARTER RESULTS
AGCO reported third-quarter net sales of $2.3 billion, down 8.6% year-over-year, with reported earnings per share of $0.75 and adjusted earnings per share of $1.05. The company gave a full-year adjusted earnings per share outlook of approximately $5.50.
Lear Corporation
Lear Reports Third Quarter 2026 Results; Year-Over-Year Growth in Revenue, Core Operating Earnings, Net Income and Earnings per Share
Lear reported third-quarter 2026 revenue of $5.8 billion, an increase of 2%. The company says it posted year-over-year growth in revenue, core operating earnings, net income and earnings per share.
Universal Logistics Holdings, Inc.
Universal Logistics Holdings, Inc. Reports Third Quarter 2026 Financial Results; Declares Dividend
Universal Logistics Holdings reported third-quarter operating revenues of $394.0 million, operating income of $32.8 million and diluted earnings per share of $0.69, and declared a dividend. The company reported net debt of $678.1 million and a credit agreement leverage ratio of 1.98x, and said its revolving credit facility was extended.
Polaris Inc.
POLARIS AND RZR FACTORY RACING UNVEIL ALL-NEW RZR PRO R FACTORY BOOST RACE MACHINE
Polaris and RZR Factory Racing unveiled the RZR Pro R Factory Boost, which the company says delivers 400 horsepower and is built for open desert racing. The machine joins the RZR Pro R Factory in Polaris' race machine lineup and is available for purchase.
Polaris Inc.
POLARIS SIGNS OFF-ROAD CHAMPION KYLE CHANEY TO MULTI-YEAR RACING AGREEMENT WITH RZR FACTORY RACING
Polaris and RZR Factory Racing announced a multi-year agreement with off-road racer Kyle Chaney. The company says his program will feature King of the Hammers and select U.S. off-road races.
Hyster-Yale, Inc.
HYSTER-YALE ANNOUNCES DATES OF THIRD QUARTER 2026 EARNINGS RELEASE AND WEBCAST
Hyster-Yale will release its third-quarter 2026 financial results after the market closes on Thursday, November 5, 2026. The company will host a webcast in conjunction with the release.
Quarterhill Inc.
Quarterhill Announces Repayment of Convertible Debentures
Quarterhill, which provides Intelligent Transportation System solutions, said it has repaid its convertible debentures in full. The repayment removes that debt obligation from the company's balance sheet.
Dana Incorporated
Dana Incorporated to Participate in Gabelli 50th Annual Automotive Symposium
Dana Incorporated will participate in the Gabelli 50th Annual Automotive Symposium on November 3. Members of Dana's senior management team will take part in a fireside chat beginning at 4 p.m. EST.
This roundup is written with AI assistance from the press releases listed above, using only what they state. The releases are the companies' own announcements, not Dragon Tech Demos reporting.