UAW President Shawn Fain wants to expand the union’s battle from the Detroit automakers to Tesla, Toyota and other non-unionized automakers in the U.S.
Fain plans to use record contracts recently won with General Motors, Ford Motor and Chrysler-parent Stellantis to assist in the union’s embattled organizing efforts elsewhere.
The UAW has previously failed in organizing foreign-based automakers in the U.S., most recently...

Concerning scenario for industry growth due to ongoing strikes, with auto manufacturing negatively impacted and potential job loss in entertainment. Suggests challenge for these sectors in near term.

Despite Ford's new labor contract avoiding potential disputes, a 32% drop in its stock since July's labor issues may affect investor sentiment. Expected rise in labor costs due to this contract could impact Ford's financial performance and stock price.

Marick Masters, a business professor at Wayne State University, sees the high approval rating from the workers as a positive sign for the union. He views this outcome as a broader sentiment within the UAW towards the contract.

S&P upgraded Ford despite weaker earnings and uncertain UAW deal due to favourable EBITDA forecast. Strong cash balance and liquidity provide competitive advantage in end markets.

Some analysts do not foresee consumers readily absorbing all the price increases. Increased competition and rising auto loan rates may apply pressure on the companies to keep prices affordable, which could impact the automakers' profits.