Traders work on the floor at the New York Stock Exchange in New York City, March 27, 2025.

Brendan McDermid | Reuters

DETROIT — As America's largest automakers prepare to report first-quarter earnings results this week amid rising oil and commodity costs due to the Iran war , they find themselves traversing different terrains.

General Motors is on the smoothest track, and Wall Street analysts are expecting it to continue on its current path. Ford Motor is on a bumpy road as it detours from CEO Jim Farley's turnaround plan. And Stellantis is off-roading, going through some tough terrain, but it has its Jeep and Hemi V8-powered Ram brands to keep it moving.

Their individual circumstances are being exacerbated by current market conditions, as the auto industry faces massive losses from all-electric vehicles, slowing consumer demand for new vehicles, and rising prices from supply chain issues and the Iran war.

Wall Street's first-quarter expectations are a testament to their current terrains: GM is…