Company Dossier · Consumer Discretionary
General Motors
- S&P 500
- S&P 100
- Russell 1000
What General Motors is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to September 30, 2026: $170 billion, down 0.5% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to September 30, 2026: $14.4 billion, down 3.4% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to September 30, 2026: $9.02 billion, down 3.2% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $6.01 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $43.2 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (October 20, 2026): sentiment 0.45 on a −1 to +1 scale (mixed), confidence 0.60 of 1.Palanor Discourse
- Guidance in the last 90 days: 4 outlook figures raised, 0 lowered, 3 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed January 27, 2026): 1 risk factor added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $49.0 million on the open market.SEC Form 4
- 1,576 institutional managers reported a position at June 30, 2026 (+53 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 341 (303 a year earlier).U.S. Department of Labor (OFLC)
Risk events (12 months): 37 — latest NHTSA vehicle recall, Sep 24, 2026 →
Company Posture
How Company Posture is measured →What General Motors is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Retrenching · Mixed
Expanding ↔ Retrenching
Retrenching
- Capital spending36th pct
- Debt raised45th pct
- Buybacks vs capex59th pct
- Hiring filings9th pct
- Deals and private raises48th pct
- Patent publications18th pct
Confident ↔ Hedging
Mixed
- Call sentiment64th pct
- Call confidence16th pct
- Guidance changes73rd pct
- Risk factors added58th pct
- Insider open-market trades36th pct
- − Call confidence
- + Guidance changes
- + Call sentiment
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver36th pct
- Stress filings50th pct
Credit
How these are built →General Motors's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| May 5, 2025 | $750M | 5.350% | 2028 (3y) | +155bp | 5.373% |
| May 5, 2025 | $750M | 5.625% | 2030 (5y) | +170bp | 5.638% |
| May 5, 2025 | $500M | 6.250% | 2035 (10y) | +195bp | 6.287% |
From the pricing term sheets General Motors filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name General Motors, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralShield AI, Waabi, and General Motors on building AI when failure is not an option at TechCrunch Disrupt 2026
Leaders from Waabi, Shield AI, and General Motors join the Real World AI Stage at TechCrunch Disrupt 2026 to talk building AI. Save up to $200 by Sept. 25, 11:59 p.m. PT. Get a second pass at 50% off.
TechCrunch · Sep 24, 2026
- NeutralLockheed Martin gets first batch of Patriot interceptor parts from General Motors
Defense News · Sep 17, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 21, 2026LobbyingLobbying report (DS2 GROUP, LLC)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (THEGROUP DC, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (ELEVATE GOVERNMENT AFFAIRS, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (MISSY EDWARDS STRATEGIES, LLC)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (MILLER STRATEGIES, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (MILLER STRATEGIES, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (RESOLUTION PUBLIC AFFAIRS, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (FIERCE GOVERNMENT RELATIONS)third_quarter 2026 · $0.1 million
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Sep 24, 2026Risk event
- Sep 24, 2026Risk event
- Sep 21, 2026Federal awardFederal award from Department of Homeland Security$30.1 million
- Sep 21, 2026Federal awardFederal award from Department of Homeland Security$17.8 million
- Aug 20, 2026Risk event
- Aug 13, 2026Risk event
- Aug 11, 20268-KMaterial agreement signedItem 1.01
- Jul 30, 2026Risk event
- Jul 30, 2026Risk event
- Jun 23, 2026Risk event
- Jun 18, 2026Risk event
- Jun 4, 20268-KDirector or officer changeItem 5.02
- Jun 4, 20268-KShareholder vote resultsItem 5.07
- May 28, 2026Risk event
- May 28, 2026Risk event
- May 26, 20268-KDirector or officer changeItem 5.02
- Mar 23, 20268-KMaterial agreement signedItem 1.01
- Jan 27, 202610-KAnnual report (10-K)1 risk factors added, 0 removed
- Oct 14, 20258-KMaterial impairmentItem 2.06
- Jun 5, 20258-KShareholder vote resultsItem 5.07
- May 7, 20258-KMaterial agreement signedItem 1.01
- Mar 26, 20258-KMaterial agreement signedItem 1.01
- Jan 28, 202510-KAnnual report (10-K)1 risk factors added, 0 removed
- Dec 4, 20248-KMaterial impairmentItem 2.06
- Jan 30, 202410-KAnnual report (10-K)1 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Ford Motor Company F | $190B | $9.6B | Mar 31, 2026 |
| Home Depot Inc. HD | $169B | $15.1B | Aug 2, 2026 |
| Target Corp. TGT | $108B | $4.5B | Aug 1, 2026 |
| Tesla Inc. TSLA | $104B | $5.8B | Jun 30, 2026 |
| Lowe's Companies LOW | $90.4B | $7.0B | Jul 31, 2026 |
| TJX Companies TJX | $62.4B | $5.9B | Aug 1, 2026 |
| Nike Inc. NKE | $45.9B | $2.1B | Aug 31, 2026 |
| Dollar General DG | $43.6B | $2.0B | Jul 31, 2026 |