Automotive Rankings

28% global EV market share with Tesla; leading Chinese EV manufacturer

Electric adventure vehicles with Amazon backing and major production scaling

BMW Group, €155.5B revenue 2024 (+2.6%), 2.45M vehicles delivered (+1.3%), #1 premium automaker globally, EVs: 376,000 units (+13.6%, 15.4% of total), i4/iX/i5 models, targeting 30% EV sales 2025, operating margin 10.4%

FY 2024 revenue €6.68B up 11.8% with 13752 deliveries and F80 supercar launch at 1184 HP

O'Reilly Automotive Reports Record Fourth Quarter and Full-Year 2024 Results O'Reilly announced record full-year 2024 sales of $16.71 billion (6% increase) and net income of $2.39 billion (2% increase), representing 32 consecutive years of comparable store sales growth. Fourth quarter comparable store sales grew 4.4% driven by solid growth in both professional and DIY segments, with 198 net new stores opened during the year.

$17.3M funding (seed + $15M Series A Activant lead); JPMorgan Payments/Winnebago/YC/Tesla execs; Founded 2022; $1M revenue Jun 2024; 8 employees; YC-backed; 20+ OEM customers; 4 publicly traded manufacturers; Billions GMV; Beta launch 2024; 2 years stealth; Checkout/financing/titling/registration/taxes; Dealers/OEMs nationwide sales; Compliant digital vehicle sales

$2.6M-$3.1M funding (conflicting reports, YC backed); Founded Christina Seong CEO; $500B auto aftermarket target; AI-driven platform months to minutes; Fine-tuned LLM with RAG; Tens of millions listings; Part number instant generation; Replaces catalog managers; Manufacturer data gaps solution; Unlike manual competitors; Comprehensive AI disruption

2024 Revenue: KRW 107.45T (+7.7%) | Operating Profit: KRW 12.67T (+9.1%), margin 11.8% | Global Sales: 3.089M units | Electrified Vehicles: 638k (+10.9%), 21.4% of sales | Highest profit margin among global automakers (vs Tesla, Toyota, Mercedes, BMW, VW) | 2025 guidance: Revenue KRW 112.5T (+4.7%), 3.22M units, Op Profit KRW 12.4T (11% margin)

$510K funding Florida Funders/gener8tor/OneSixOne/35 Mules/YC; 122K+ chargers U.S./Canada; 40+ enterprise customers; DoE/DoT trusted; Autocrypt partnership July 2024 first US Plug & Charge AI; Curo partnership Sep 2025 fleet electrification; JustPlug™ no-app charging; Largest North America roaming; AI machine learning error correction; YC W22

2024 Revenue: KRW 175.2T (+7.7% YoY) | Operating Profit: KRW 14.2T (-5.9%) | Vehicle Sales: 4.14M units (-1.8%) | Q4 2024: Revenue KRW 46.62T (+11.9%), Op Profit KRW 2.82T (-17.2%) | Electrified Vehicles: 757k units (+8.9%, 21.8% of sales) | US Market: 988k units (+9%) | 2025 guidance: 3-4% revenue growth, 7-8% op margin

Toyota Motor Corporation, 10.1M vehicles 2024 (-1.4%), #1 global automaker (5th consecutive year), US: 2,332,623 vehicles (+3.7%), 43.1% electrified (1,006,461 units +53.1%), Europe: 1,217,132 (+4%), 74% electrified, 7.1% market share, targeting 50% electrified US sales 2025, EVs only 1.4% total (139,892 units)

FY2024 (ended Mar 31, 2025): Revenue JPY 12.6T | Operating Profit: JPY 69.8B (0.6% margin) | Net Loss: JPY 670.9B | Global Sales: 3.346M units | Q4: Revenue JPY 3.490T, Op Profit JPY 5.8B (0.2% margin), Net Loss JPY 676B | Negative Free Cash Flow: JPY 242.8B | CEO taking 50% pay cut + management pay reductions

Volkswagen AG, 4.8M vehicles 2024 (-1.4%), 383,100 BEVs (-2.7%), 1.35M ID. family total since 2019, Germany: 19.1% market share, 16.3% BEV market share (+2.8pp), Q1 2025: 216,800 BEVs (+59%), 26% Europe BEV market leader (up from 21%), 10% global EV share (up from 6%), $279B revenue 2023, targeting $290B 2024

FY2025 (ended Mar 31, 2025): JPY 21.6887T (+6.2%) | Operating Profit: JPY 1.2134T (-12.2%) | FY2024: JPY 20.4286T (+20.8%) | Q3 FY2024 (9 months): Op Profit JPY 1.1399T, margin 7.0% | Auto sales down 297k (Asia impact) | FY2026 guidance: Net profit JPY 250B (-70.1%), Revenue JPY 20.3T (-6.4%)

2024 Revenue: $187.44B (+9.1%) | Net Income: $6.0B | EBIT-adjusted: $14.9B | EPS: $10.60 | Adjusted auto free cash flow: $14.0B | 2025 guidance: $2-4B improvement, 300k EV units (+59% vs 189k in 2024) | Q2 2025: Revenue $47.1B, Net Income $1.9B, EBIT-adjusted $3.0B

2024 Revenue: $185B (+5% YoY) | Adjusted EBIT: $10.2B | Net Income: $5.9B | Q4 2024: Net Income $1.8B on $48.2B revenue | Ford Pro: $66.9B revenue (+15%), $9.0B profit (13.5% margin) | Ford Model e (EV): -$5.1B loss | 2025: Model e -$5-5.5B loss forecast

$17.5M total funding; $15M Series A Dec 2021 (Valor Capital Group, Emles); $10.5M revenue 2024; 70 employees; Bootstrapped growth; YC W21 (Winter 2021)

2024: ARR $415M (up 100% YoY from $207M); forecasting ~$1B ARR by end 2025; March 2024: $250M Series E at $6B valuation; July 2024: $300M secondary

$17.5M total; $17M Series A June 2025 (a16z/YC/Scale/Yossi Levi); 7-fig ARR <1 year; 100+ dealerships; 1M+ calls; Lithia/Cox partners; YC W24

GM stopped funding Dec 2024; $10B+ losses $500M revenue; Acquired by GM $581M 2016; Kyle Vogt/Dan Kan founders; SoftBank/Honda invested; YC

$154B revenue 2024 (8.5% decline); 2.45M vehicles 2024; $57.4B market cap Nov 2025; 21.7% premium segment; #3 auto brand value $23.2B

€145.6B revenue 2024 ($156.6B, -4.5%); 2.39M vehicles 2024; $85B market cap; 625.8K Q4 vehicles (best quarter); cautious 2025 outlook

$1.4M revenue 2024; Founded 2023; 9 employees; 24-hour turnaround; 50% savings; 30% annual cost cut; $177B US market; YC W24

YC batch; Right-sized driverless fleets; Supervised autonomous mobility; Teleoperation; Logistics delivery focus; YC

YC batch; Autonomous vehicles for warehouses/farms/mines; Productivity optimization; Controlled-space autonomy; YC

YC batch; High-definition radar for autonomous vehicles; Advanced sensing; AV perception; Berkeley-based; YC

Shut down March 2023; laid off 230 employees (70% workforce); SPAC IPO valued at $5.16B in November 2021

Valuation cut to $2.2B from $8.7B peak; raised $127M March 2025 with Goldman/HSBC debt facilities