• GM Q2 2026: revenue ~$48B (+1.9% YoY), GAAP EPS $1.41, adj EPS $3.57, adj EBIT $3.943B. Deliveries down ~7.2% to ~1.43M; ATP ~$52K. 2026 guidance: adj EBIT $14–$16B, adj EPS $12–$14.
  • GM Q2 North America EBIT-adj margin rose to 8.6% from 6.1% year-ago. Adjusted automotive free cash flow hit $5.03B, up 78% year-over-year.
  • GM to invest up to $1.5B in 2026 to onshore U.S. production and boost software. Targets >2M U.S. units next year, +1M software subscriptions this year, ~$3B revenue from subs next year.
  • GM warned tariffs and rising input costs will cut 2026 results, citing $2.5–$3.5B in tariff hits and a $1.5–$2.0B earnings headwind from materials, chips and logistics.
  • General Motors reported that OnStar digital revenue and fleet sales reached record levels in Q2 2026, and that EV-related restructuring charges were nearing completion during the same quarter.
  • GM reports strong pickup/SUV lineup; best quarter for Super Cruise sales. Next-gen Silverado LD and Sierra LD launch in December with onshored production to cut tariff risk.
  • GM expanded defense tie with Lockheed Martin for munitions work and positioned its defense unit to compete for a U.S. Army infantry squad vehicle contract worth about $1 billion for ~1,200 units
  • GM says Cadillac will roll out new gas models from spring 2027 through 2028: updated CT5, XT5 and return of XT6, launching alongside Cadillac’s current EV crossovers and Escalade IQ.