General Motors Company

GM · NYSE

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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Latest ReportMay 19, 2026General Motors: the EV transition still has to pay for itselfView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->

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Latest Thesis

General Motors: the EV transition still has to pay for itself

May 19, 2026Research reportSlides available

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General Motors CompanyMotors: the EV transition still has to pay for itselfMay 19, 2026

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