Everything in the table sold off today, part of a broader market pullback that hit auto-tech and parts stocks hard, with Aptiv taking the biggest hit at nearly 6% down.
Data via Yahoo Finance
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Ford and Lincoln just hardened their ADAS stance with mandatory language in an updated position statement. Meanwhile, Tesla's Model Y cleared NHTSA's new pass/fail tests, and mild hybrid claims are climbing faster than BEV.
OEM
1. Ford, Lincoln mandate ADAS standards in updated position
Ford and Lincoln released an updated ADAS position statement using stronger language to say all standards in the document are mandated, not suggested. This is a direct signal to shops that compliance is non-negotiable. Expect this language to tighten supplement negotiations and estimating pushback from insurers who cite OEM specs.
Mark says: Print the updated statement now and attach it to every Ford and Lincoln supplement estimate this week.
2. Tesla Model Y clears NHTSA's new ADAS pass/fail test
The 2026 Tesla Model Y later build became the first vehicle to pass NHTSA's new ADAS pass/fail benchmark tests. This marks a shift toward federal performance standards for collision avoidance and lane-keeping systems. As more vehicles meet these tests, insurers and regulators will use them as the baseline for repair and calibration requirements.
Mark says: Expect NHTSA benchmarks to become the repair standard; document all post-repair test results with OEM specs.
Mild hybrid collision claims reached an all-time high in Q1 2026 while battery electric vehicle claims leveled off. Mitchell data shows the shift is driven by volume, not severity, but shops need different calibration protocols for mild hybrid powertrains and braking systems. Standard ADAS procedures on these vehicles often miss voltage and sensor tuning specific to hybrid electrical architecture.
Mark says: Train your techs on mild hybrid sensor and voltage resets now; they're hitting your bay more every month.
AkzoNobel, Axalta, and BASF have posted updates to their refinish technical pages, shared by SCRS in April. Check your vendor portals for changes in product specs, cure times, and surface prep standards. Updates often include new environmental and application requirements that affect job specs and supplement justifications.
Mark says: Log into your refinish vendor accounts today and pull the latest technical sheets for your estimating system.
5. State Farm touts digital transformation; Boyd hits record Q1
State Farm CEO Jon Farney outlined the company's 'Next Gen Good Neighbor' transformation and human-plus-digital operating model. Meanwhile, Boyd Group reported all-time record Q1 earnings and completed its Joe Hudson's Collision acquisition. These moves signal consolidation pressure and carrier shift toward automation in claim handling that will tighten supplement approval windows.
Mark says: Anticipate faster claim timelines and tighter supplement reviews; front-load OEM citations before submission.
Got a denied supplement? Run it through the free Calibration Denial Audit at Absolute ADAS. Reply with the denial, get an OEM-cited rebuttal in 60 seconds, no pitch attached.
📬 Hit reply. Reply: did a carrier reject a Ford or Lincoln calibration line this week, and did you have the updated position statement in front of them?
📤 Know a shop that should read this?
One forward could save them three hours of denial fights this month.