The Clairmont Automotive Report
Issue calendar

The Clairmont Automotive Report

Friday, October 30, 2026

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Issue calendar

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In this issue

Each item is a short take. Open a story for the full summary, sources and any chart.

Toyota lined up Waymo robotaxis, AutoNation reported fewer sales and lower F&I income per deal, Audi sought tariff relief, and Credit Acceptance reset its loss outlook.

Auto industry

Toyota to build Waymo robotaxis

Toyota will build Waymo-equipped bZ4X robotaxis for fleet testing in Japan in 2027, with commercial service to follow.

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AutoNation volume slips, buybacks grow

AutoNation sold fewer new and used vehicles in Q3. Parts and service grew, and the board added $1 billion to buybacks.

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Audi may get tariff break for Georgia plant

Audi is seeking tariff relief tied to its planned Georgia plant, Reuters reports. The final rate is still under discussion.

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UAW profit-sharing checks diverge

UAW profit-sharing estimates diverge sharply: GM and Ford workers could receive checks, while Stellantis workers likely receive none.

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Honda unveils hybrid Baja truck

Honda Racing unveiled a hybrid Passport trophy truck rated above 1,300 horsepower, with a 2027 Baja 500 debut planned.

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F&I

AutoNation F&I per unit dips

AutoNation's F&I income per vehicle fell to $2,698, adding to the pressure from lower unit sales. Its captive finance earnings grew.

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Credit Acceptance resets loss outlook

Credit Acceptance lowered expected collections on existing loans after changing its forecasting method, while originations and active dealer counts grew.

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Nation Safe Drivers trains dealer agents

Nation Safe Drivers completed its first OnRamp agent certification course and plans two more sessions in 2027.

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Earnings ahead

Assurant reports Q3 results Nov. 3 after the close.

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