The three major U.S. automakers—General Motors, Ford, and Stellantis—are set to report first-quarter earnings this week amid rising costs tied to the Iran war and supply chain pressures.

Analysts expect GM to outperform its rivals, Ford to post weak results, and Stellantis to face the most challenges despite support from its Jeep and Ram brands.

Industry headwinds include higher commodity prices, slowing demand, and losses in the electric vehicle market.

GM is viewed most positively due to its steady market share and strong cash flow, while Ford and Stellantis carry more cautious ratings, CNBC has reported.

All three companies face downside risk as rising costs threaten to push earnings below expectations.