GM CFO defends $3-4B tariff strategy at Citi conference, reveals 30-40% inventory cuts drove $10B+ annual free cash flow. Stock near all-time highs.

GM CFO Jacobson at Citi: 'Bet on Execution'—Tariff Playbook, $10B Cash Flow, and the Case for a Re-Rating

GM CFO tells Fed Chicago conference the automaker is returning to 8-10% North America margins 12-18 months ahead of expectations despite $3B tariff headwinds.

GM CFO Says Automaker Returning to 8-10% Margins 'Ahead of Expectations' Despite $3B+ Tariff Hit

GM writes down $7.2B in EV assets but raises dividend 20% and authorizes $6B buyback. Why Detroit is betting big on ICE while pivoting from electric.

GM Takes $7.2 Billion EV Charge, Rewards Shareholders with $6 Billion Buyback

Trump hikes South Korea tariffs to 25% from 15%, hitting Hyundai, Kia, and GM Korea. $30B in auto exports at risk as trade tensions escalate.

Trump Raises Tariffs on South Korea to 25%, Hammering Auto Stocks

FTC bans GM from sharing driver data for 5 years after OnStar secretly sold geolocation to insurers. $300M accrued. Industry implications.

FTC Slaps GM with 20-Year Consent Order After OnStar Data Scandal

GM writes off $7.6B in EV investments, stock hits 52-week high. Combined with Ford's $19.5B charge, Detroit has abandoned $27B in EV bets in one month.

GM Takes $7.6 Billion EV Hit—Detroit's Second Massive Retreat in a Month

General Motors (GM) Earnings Call Transcripts

Q4 2025

Q3 2025

Q2 2025

Q1 2025

Q4 2024

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Q2 2023

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