Vehicle Technology & Mobility and Outdoor Recreation Sector Update

Baird’s Vehicle Technology & Mobility team is pleased to share our mid-year market observations and themes we’re closely watching for the remainder of 2025. Our team recently held substantive conversations with numerous clients across our coverage universe at our 2025 Consumer, Technology & Services conference in June and in the weeks that followed. The insights shared in this summary piece reflect aggregate perspectives as teams continue to navigate an ever-changing market landscape. Topics of the report include:

1. Overall consumer sentiment remains challenged, but pockets of demand remain resilient
2. Market headwinds are resetting the current landscape
3. Corporate guidance is likely to return in 2H 2025
4. Management teams are laser focused on core business segments
5. Supply chain mitigation is in full effect

Contact a member of our team to discuss these themes or any Vehicle Technology & Mobility and Outdoor Recreation related opportunities.

Adam W. Czaia Managing Director

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Ryan Smith Director

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Drew Prekop Director

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Mike Lindemann Managing Director Co-Head of Global Industrial Investment Banking, Co-Head of Global M&A

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Sara DePalma Director

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Sam Scanlan Director

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