Looking back on automobile manufacturing stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including Mobileye (NASDAQ: MBLY) and its peers.

Much capital investment and technical know-how are needed to manufacture functional, safe, and aesthetically pleasing automobiles for the mass market. Barriers to entry are therefore high, and auto manufacturers with economies of scale can boast strong economic moats. However, this doesn’t insulate them from new entrants, as electric vehicles (EVs) have entered the market and are upending it. This has forced established manufacturers to not only contend with emerging EV-first competitors but also decide how much they want to invest in these disruptive technologies, which will likely cannibalize their legacy offerings.

The 11 automobile manufacturing stocks we track reported a mixed Q4. As a group, revenues beat analysts’ consensus estimates by 4.4%.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 9.1% since the latest earnings results.

Mobileye (NASDAQ: MBLY)

With its EyeQ chips installed in over 200 million vehicles worldwide, Mobileye (NASDAQ: MBLY) develops advanced driver assistance systems and autonomous driving technologies that help vehicles detect and respond to road conditions.

Mobileye reported revenues of $446 million, down 9% year on year. This print exceeded analysts’ expectations by 3.1%. Overall, it was a satisfactory quarter for the company with an impressive beat of analysts’ revenue estimates but full-year revenue guidance missing analysts’ expectations significantly.

Unsurprisingly, the stock is down 25.1% since reporting and currently trades at $8.15.

Is now the time to buy Mobileye? Access our full analysis of the earnings results here, it’s free.

Best Q4: Winnebago (NYSE: WGO)

Created to provide high-quality, affordable RVs to the post-war American family, Winnebago (NYSE: WGO) is a manufacturer of recreational vehicles, providing a range of motorhomes, travel trailers, and fifth-wheel products for outdoor and adventure lifestyles.

Winnebago reported revenues of $702.7 million, up 12.3% year on year, outperforming analysts’ expectations by 10.9%. The business had a stunning quarter with a beat of analysts’ EPS estimates and a solid beat of analysts’ EBITDA estimates.

Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 5.7% since reporting. It currently trades at $38.03.

Is now the time to buy Winnebago? Access our full analysis of the earnings results here, it’s free.

Lucid (NASDAQ: LCID)

Founded by a former Tesla Vice President, Lucid Group (NASDAQ: LCID) designs, manufactures, and sells luxury electric vehicles with long-range capabilities.

Lucid reported revenues of $522.7 million, up 123% year on year, exceeding analysts’ expectations by 17.3%. Still, it was a softer quarter as it posted a significant miss of analysts’ adjusted operating income estimates and a significant miss of analysts’ EBITDA estimates.

The stock is flat since the results and currently trades at $9.85.

Read our full analysis of Lucid’s results here.

Tesla (NASDAQ: TSLA)

Originally founded by Martin Eberhard and Marc Tarpenning in 2003, Tesla (NASDAQ: TSLA) is an electric vehicle company accelerating the world’s transition to sustainable energy.

Tesla reported revenues of $24.9 billion, down 3.1% year on year. This result missed analysts’ expectations by 0.9%. Overall, it was a slower quarter as it also produced a slight miss of analysts’ revenue estimates.

The stock is down 6% since reporting and currently trades at $405.61.

Read our full, actionable report on Tesla here, it’s free.

Ford (NYSE: F)

Established to make automobiles accessible to a broader segment of the population, Ford (NYSE: F) designs, manufactures, and sells a variety of automobiles, trucks, and electric vehicles.

Ford reported revenues of $45.89 billion, down 4.8% year on year. This number surpassed analysts’ expectations by 3.6%. Taking a step back, it was a mixed quarter as it also recorded an impressive beat of analysts’ EBITDA estimates but a significant miss of analysts’ adjusted operating income estimates.

The stock is down 8.6% since reporting and currently trades at $12.41.

Read our full, actionable report on Ford here, it’s free.

Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Growth Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.