Stock Markets May 18, 2026 09:06 AM

Automakers Make Unprecedented Gains in Supplier Relations Amid Industry Headwinds

Plante Moran survey shows across-the-board improvements, with Toyota widening its lead while U.S. companies work to rebuild trust

By Marcus Reed F GM TM STLA HMC

A Plante Moran industry survey of 750 major suppliers found that global automakers improved their working relationships with suppliers over the past year—the first time every measured carmaker rose in the study's 26-year history. Toyota extended its lead on the firm's Working Relations Index, while Ford and Stellantis posted notable gains despite lingering skepticism among suppliers about sustainability of the improvements.

Automakers Make Unprecedented Gains in Supplier Relations Amid Industry Headwinds
F GM TM STLA HMC

Key Points

  • Plante Moran's Working Relations Index, based on 750 supplier responses, shows universal improvement among measured automakers - the first such outcome in the study's 26-year history.
  • Toyota extended its lead on the index (409 points); GM, Ford and Stellantis also improved (GM 318, Ford 223, Stellantis 163).
  • Suppliers credited improved communication, including greater in-person contact due to return-to-office mandates, but remain cautious about the durability of the improvements.

Overview

Automakers around the world strengthened their ties with suppliers over the past year, according to the latest Plante Moran Working Relations Index. The results mark the first time in the annual study's 26-year run that every automaker measured improved its standing with suppliers, a development that surprised the consulting firm's automotive team.

Survey findings

The index is based on 750 responses from large automotive suppliers and indicates that manufacturers boosted communication and relationship-building efforts, leading to higher trust scores. Toyota remained at the top of the ranking, increasing its margin to 409 points. Other manufacturers also advanced: General Motors reached 318 points, Ford climbed to 223 points, and Stellantis moved to 163 points.

Angela Johnson, principal in Plante Moran's automotive and mobility consulting practice, said the firm double- and triple-checked the results after seeing the across-the-board improvement. She pointed to increased visibility from supplier-facing executives as a factor in some companies' gains, specifically noting that Ford benefited from heightened engagement by its top supplier executive.

Context and supplier reaction

The survey respondents reported a greater sense of potential for long-term profitability among automakers, which suppliers connected to moves by automakers to write off money-losing electric vehicle programs. Many suppliers had invested heavily in EV efforts that failed to produce expected vehicle programs and now face efforts to recoup their losses amid limited replacement business from manufacturers.

Despite the improvements, suppliers remain cautious. Johnson said U.S. automakers like Ford must work to overcome decades of adversarial interactions that left a deep organizational memory. She observed that some executives in Detroit are striving to rebuild trust, but suppliers worry that the recent gains may not be permanent.

Work environment and communication

Respondents to the Plante Moran survey also credited return-to-office mandates with improving communication between supplier-facing workers and their supplier contacts. Detroit automakers have increased in-office expectations in the last year: Stellantis called most U.S. employees back five days a week, while Ford instituted a four-day in-office requirement for many salaried workers. Suppliers cited this greater in-person contact as a contributor to stronger working relationships.

Implications

The survey shows a notable shift in how automakers and suppliers interact, with enhanced communication and explicit executive engagement translating into higher trust scores. However, the legacy of profit-driven tactics that strained supplier ties still lingers in parts of the U.S. industry, and suppliers are watching whether recent improvements become sustained changes in behavior.


Data points referenced: Plante Moran Working Relations Index based on 750 supplier responses; Toyota 409 points; GM 318 points; Ford 223 points; Stellantis 163 points. Study is in its 26th year.

Risks

  • Suppliers remain uncertain that recent relationship improvements will be sustained, which could affect long-term procurement and contract stability - impacts suppliers and automotive manufacturing sectors.
  • Many suppliers are still recovering investments from failed EV programs and face limited replacement business from automakers, presenting financial risk for supplier balance sheets and parts manufacturers.
  • The legacy of profit-driven, adversarial procurement practices in parts of the U.S. automaking sector may hinder permanent change, posing ongoing operational and strategic risk for supplier-manufacturer collaboration.

More from Stock Markets

Quantum Cyber Creates Nevada Defense Subsidiary, Shares Rise Premarket May 18, 2026 Boston Scientific Unveils $2B Accelerated Buyback, Invests $1.5B in MiRus May 18, 2026 BofA Sees Japan’s AI-Driven Rally Pushing Nikkei Toward 67,000, Warns of Potential Short-Term Pullback May 18, 2026 Can-Fite Shares Rise After Peer-Reviewed Study Shows Piclidenoson Efficacy in Canine Osteoarthritis May 18, 2026 UnitedHealth Shares Slip After Berkshire Exits Stake Amid Q1 Portfolio Shuffle May 18, 2026