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General Motors (GM) & Honda (HMC) to Tie Up for EV Development

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General Motors (GM - Free Report) and Honda Motor (HMC - Free Report) recently announced that they will be deepening their ties to co-develop a series of affordable electric vehicles (EVs) structured on a new global framework using advanced Ultium battery technology. The collaboration promises to create new value for consumers and redefine the EV ownership experience.

The companies are focusing on mass production of EVs beginning in 2027, including compact crossover vehicles, the segment being the largest in the world, with annual volumes of more than 13 million vehicles. The joint initiative will leverage both companies' technology, design and sourcing strategies. The partnership involves manufacturing an all-electric product for North America at a lower price than the upcoming Chevrolet Equinox EV.  GM and Honda will also collaborate to reduce the cost of electrification and improve performance and sustainability for future vehicles.

General Motors targets EV production capacity of 2 million units by the end of 2025. GM has already been working to expedite technologies like lithium-metal, silicon and solid-state batteries to upgrade battery cell manufacturing processes. It is committed to achieving carbon neutrality in its global products and operations by 2040 and eliminating tailpipe emissions from light-duty vehicles in the United States by 2035. The new project is synchronous with its targets.

Honda, too, is bolstering its efforts in all-solid-state battery technology and has established a demonstration line in Japan in this regard.

Collaboration efforts between GM and Honda have come a long way, with multiple projects in recent years targeting EV and autonomous vehicle (AV) technologies. They have worked on a next-generation fuel cell system and hydrogen storage technologies and GM's EV battery module development efforts. In 2020, GM and Honda announced plans to co-build two EVs, including the Honda Prologue, to be unveiled in early 2024, followed by Acura's first EV SUV. Moreover, the companies are allying to develop the Cruise Origin, one of the first complete AVs designed for driverless delivery.

Zacks Rank & Key Picks

GM and HMC currently have a Zacks Rank #3 (Hold).

Better-ranked players in the auto space include Harley-Davidson (HOG - Free Report) and Tesla (TSLA - Free Report) , each sporting a Zacks Rank #1 (Strong Buy), currently. You can see the complete list of today’s Zacks #1 Rank stocks here.

Harley-Davidson has an expected earnings growth rate of 2.2% for the current year. The Zacks Consensus Estimate for its current-year earnings has been revised around 27% upward in the past 60 days.

Harley-Davison’s earnings beat the Zacks Consensus Estimate in all the trailing four quarters. HOG pulled off a trailing four-quarter earnings surprise of 77.6%, on average. The stock has lost 9.2% over the past year.

Tesla has an expected earnings growth rate of 42.3% for the current year. The Zacks Consensus Estimate for current-year earnings has been revised around 4.4% upward in the past 60 days.

Tesla’s earnings beat the Zacks Consensus Estimate in all of the trailing four quarters. TSLA pulled off a trailing four-quarter earnings surprise of 33.3%, on average. The stock has risen 62.7% over the past year.


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