General Motors Co

Company facts

Industry

Motor Vehicles & Passenger Car Bodies

Headquarters

Detroit, Michigan

Most recent report

8-K, filed Oct 29, 2026

Incorporated

N/A

Filings on record

1,009+ filings

On EDGAR

CIK 1467858

Fiscal year ends

December

Filer status

Large accelerated filer

What to read: Sep 2026 10-Q

SECSift found 2 of 11 sections worth reading, with 2 positive, 1 notable, and 5 negative flags.

• Financial Statements (Item 1)

  Core financials and notes with material swings: warranty, credit, EV charges, cash flow.
  Positive

  • Share repurchases $5.3B in nine months (vs $3.5B), and $20B additional authorized in Oct 2026.
  Notable

  • Contract liabilities (deferred revenue) $9.6B, up from $8.2B at Dec 2025, 17% growth.
  Negative

  • GM Financial net charge-offs $563M in Q3 2026 vs $494M a year ago; allowance 3.1% of receivables vs 2.9%.
  • Compliance costs $0.7B in nine months 2026, including $0.5B charge from EPA endangerment repeal.
  • Net charges for EV strategic realignment $3.6B in nine months, with $2.7B cash impact.

• Management's Discussion (Item 2)

  MD&A with quantified tariff risk, EV charges, and segment results a reader needs.
  Positive

  • Board authorized $20.0B in additional share repurchases in October 2026, no expiration, after using $6.3B prior program.
  Negative

  • Tariffs could hit EBIT-adjusted by $2.5B-$3.5B in FY2026; $0.7B in refunds recorded from IEEPA tariffs in 9M 2026.
  • China market share fell to 6.7% in 9M 2026 (from 7.0%) as industry sales there dropped 18.2%.

What changed: Sep 2026 vs. Jun 2026

About 8% of GM's Sep 2026 10-Q is new information. 23 paragraphs were added, 191 changed, and 38 removed. Below are the most important lines SECSift identified.

• Item 1 69
• Item 2 66
• Item 4 3
• Item 3 1
• Item 5 1
• Item 6 1