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General Motors: the EV transition still has to pay for itself
General Motors reported 2025 revenue of $185.0 billion and first-quarter 2026 revenue of $43.6 billion. The thesis depends on North American truck/SUV profits, EV execution, China exposure, financing risk, labor costs and capital intensity.
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General Motors: the EV transition still has to pay for itselfGeneral Motors reported 2025 revenue of $185.0 billion and first-quarter 2026 revenue of $43.6 billion. The thesis depends on North American truck/SUV profits, EV execution, China exposure, financing risk, labor costs and capital intensity.NYSEMay 19, 2026Research reportReadSlides