Mobileye led the auto-tech names higher today while Nvidia pulled back, splitting the tape between ADAS hardware winners and chip sellers taking profit.
Data via Yahoo Finance
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The REPAIR Act just lost critical House backing, and it matters to your margins. Separately, Rivian's new ADAS approval signals where the EV shop floor is heading.
INDUSTRY
1. REPAIR Act provisions dropped from House bill markup
Key right-to-repair language will not move forward in the House Energy and Commerce Committee markup of the Surface Transportation Reauthorization bill. MEMA Aftermarket Suppliers confirmed the provisions were removed. This affects independent access to diagnostic tools, parts, and calibration data across the industry.
Mark says: Document this setback in your estimating and billing; OEM resistance to independent calibration will only harden.
2. Rivian approves Hunter ADAS alignment and calibration system
Rivian approved Hunter Engineering's Ultimate ADAS alignment and calibration system for its full vehicle lineup. The approval expands Hunter's footprint among EV makers and signals shops that certain ADAS platforms are gaining broader OEM endorsement. If you do EV work or plan to, this is a equipment decision point.
Mark says: If you sublet Rivian ADAS calibrations, ask your vendor if they run Hunter equipment and cite the approval in writing.
3. Driven Brands restates financials; material errors cited
Driven Brands disclosed material errors in 2025 year-end closing and delayed its Q4 earnings call to May 19 to issue a restatement. The errors affected reported results but the company did not specify the scope or cause in initial disclosures. Watch this space; operational friction at a major consolidator can ripple down to shops in billing and support.
Mark says: If you're under Driven Brands, stay alert on invoice timing and supplement processing; restatements often precede internal reorganization.
4. CIC committee standards: body filler abuse and correct procedure
The Collision Industry Conference Repair Process and Procedures Committee released guidance on proper body filler use and documented "abuses" common in shops today. The session covered corrosion protection and filler application methodology. This is baseline consensus on repair procedures OEMs will cite in supplement denials.
Mark says: Pull the CIC video and training; use it to defend filler procedures on denials and staff walkthroughs.
5. Record 45M travelers expected over Memorial Day weekend
AAA projects 45 million Americans will travel at least 50 miles from home during Memorial Day, with 39.1 million traveling by car. Historically, high-volume travel periods spike both collision claims and distracted-driving incidents. Your schedule is likely to fill this week through early June.
Mark says: Confirm your ADAS calibration schedule is booked through June; demand will spike and OEM turnarounds don't compress.