Every 8-K that General Motors Company (GM) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow GM and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full GM filings page.
General Motors Company entered into a Master IPU Agreement with General Motors LLC and Procura Auto Parts LLC to establish an inventory prepayment program supported by irrevocable payment undertakings (IPUs). The program allows up to $4.5 billion of IPUs outstanding at any time to fund certain suppliers that will acquire and hold critical inventory for GM’s vehicle production. A syndicate of banks, including JPMorgan Chase Bank, N.A. and Banco Santander, S.A., will provide funding backed by GM’s IPUs.
The availability period for issuing IPUs is twelve months starting August 7, 2026, and payments on IPUs will be made after inventory consumption and in any event no later than August 6, 2029. Interest on outstanding IPUs accrues at SOFR + 1.55% per year, with a 0.25% per year ticking fee on the unutilized facility during the availability period. GM will account for the arrangement as a product financing arrangement, recording prepayments as an asset and each IPU as unsecured debt, with cash flows presented as offsetting operating and financing flows and excluded from Adjusted Automotive Free Cash Flow until the inventory is purchased.
General Motors Company reported Q2 2026 revenue of $48.0 billion, up 1.9% year over year. Net income attributable to stockholders was $1.3 billion with diluted EPS of $1.41, down from $1.91. EBIT-adjusted rose to $3.9 billion and the EBIT-adjusted margin improved to 8.2% from 6.4%, supported by stronger North America results.
Adjusted metrics were notably higher: EPS-diluted-adjusted was $3.57 versus $2.53, and adjusted automotive free cash flow was $5.0 billion versus $2.8 billion, reflecting stronger cash generation. These figures exclude $2.5 billion of Q2 adjustments, mainly for EV strategic realignment and China restructuring.
For full-year 2026, GM raised its EBIT-adjusted guidance to $14.0–$16.0 billion, EPS-diluted-adjusted to $12.00–$14.00, and adjusted automotive free cash flow to $9.5–$11.5 billion, while expecting net income attributable to stockholders of $8.4–$9.8 billion. The board declared a quarterly dividend of $0.18 per share, payable September 17, 2026.
General Motors Company reported results from its 2026 Annual Meeting of Shareholders. Investors approved Amendment No. 2 to the 2020 Long-Term Incentive Plan, increasing the number of shares available for issuance by 27 million and extending the plan’s term to June 3, 2036. Shareholders elected all 10 director nominees and ratified Ernst & Young LLP as independent auditor for 2026. They also approved, on an advisory basis, executive compensation and chose an annual advisory vote on pay. Two shareholder proposals, one to separate the Chair and CEO roles and another requesting a report on human rights standards for indigenous peoples, did not pass.
General Motors Company disclosed that Board member Jonathan McNeill will not stand for reelection at the 2026 Annual Meeting of Shareholders scheduled for June 2, 2026. He will retire from the Board at the conclusion of that meeting.
The company states that Mr. McNeill’s retirement is not due to any disagreement regarding its operations, policies, or practices. Following his departure, the Board intends to reduce its size from 11 directors to 10 directors.
General Motors reported mixed but solid Q1 2026 results and raised full-year guidance. Revenue was $43.6 billion, down 0.9% from $44.0 billion a year ago, while net income attributable to stockholders slipped to $2.63 billion from $2.78 billion. EBIT-adjusted climbed to $4.25 billion from $3.49 billion, lifting the EBIT-adjusted margin to 9.7% from 7.9%.
EPS-diluted was $2.82 versus $3.35, but EPS-diluted-adjusted improved to $3.70 from $2.78. Automotive operating cash flow fell to $0.53 billion from $2.40 billion, though adjusted automotive free cash flow improved to $1.27 billion from $0.81 billion. GM raised 2026 EBIT-adjusted guidance to $13.5–$15.5 billion and EPS-diluted-adjusted to $11.50–$13.50, helped by an approximately $0.5 billion favorable adjustment tied to a U.S. Supreme Court tariff decision, which also lowered expected 2026 gross tariff costs to $2.5–$3.5 billion. The board declared a $0.18 per-share quarterly dividend payable June 18, 2026.
General Motors Company entered into an Eighth Amended and Restated 364‑Day Revolving Credit Agreement providing a 364‑day, $2.0 billion unsecured credit facility maturing on March 22, 2027. The facility is available to GM and certain wholly owned subsidiaries but has been allocated for exclusive use by General Motors Financial Company, Inc.
The facility allows U.S. dollar borrowings and is guaranteed by GM for subsidiary borrowers. Interest is tied to Term SOFR, Daily Simple SOFR or an alternative base rate, plus a margin based on GM’s credit rating. Key covenants require GM to maintain at least $4.0 billion in global liquidity and $2.0 billion in U.S. liquidity, with additional restrictions on mergers, asset sales and new indebtedness.
General Motors Company furnished an update on its business performance by issuing a news release and supplemental materials covering its 2025 fourth quarter and full year consolidated earnings. These materials are provided as Exhibit 99.1 to the report, and additional charts presented to securities analysts are available on GM’s investor website. The earnings information and Exhibit 99.1 are designated as “furnished” rather than “filed,” which limits how they are treated under securities law and how they may be incorporated into other regulatory documents.
General Motors Company reports significant charges related to its ongoing shift in electric vehicle and global manufacturing strategy. After earlier recording $1.6 billion of charges in GM North America for the three months ended September 30, 2025, the company now expects to record approximately $6.0 billion of additional EV-related charges for the three months ended December 31, 2025, mainly in North America. These include about $1.8 billion of non-cash impairments and other non-cash items and about $4.2 billion tied to supplier settlements, contract cancellation fees and other items that will require cash payments.
GM also expects approximately $1.1 billion of additional non-EV related charges for the same period, largely from restructuring its China joint venture SGM and an additional legal accrual, with about $0.5 billion of related cash outflows. The company anticipates further material cash and non-cash charges in 2026 from continued supplier negotiations and notes that proposed greenhouse gas rules could impair its emissions credits. GM states that these actions are part of a broader realignment of EV capacity and confirms its current Chevrolet, GMC and Cadillac EV retail portfolio remains in production.
General Motors Company filed an 8-K announcing it furnished its 2025 third quarter consolidated earnings materials. The company issued a news release and supplemental materials, provided as Exhibit 99.1.
GM also made charts presented to securities analysts available on its investor website at www.gm.com/investors/earnings-releases.html. The information under Item 2.02 and Exhibit 99.1 is furnished, not filed, and is not incorporated by reference except as specifically stated.
General Motors reported material impairments tied to a strategic realignment of its electric-vehicle capacity. The Audit Committee approved charges of $1.6 billion in GM North America for the three months ended September 30, 2025. This includes $1.2 billion of non-cash impairment and $0.4 billion of charges primarily for contract cancellation fees and commercial settlements that will have a cash impact.
GM cited recent U.S. policy changes—ending certain EV purchase tax incentives and easing emissions rules—which it expects will slow EV adoption, prompting a reassessment of EV capacity and its manufacturing footprint. The company noted the reassessment, including battery component investments, is ongoing and it is reasonably possible additional future material cash and non-cash charges could be recognized. GM said these amounts, and other insignificant charges this quarter, will be reflected as adjustments in its non-GAAP measures. The realignment does not impact the current retail portfolio of Chevrolet, GMC and Cadillac EVs in production, which remain available.