General Motors Co
GM · Motor Vehicles & Passenger Car Bodies · 901.7M shares · -1%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $10.8B (gross $11.1B, SBC $340M)
Reference price $85.10 · est. market cap ~$76.7B — last insider sale, 2026-06-16 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B75Scaled, cash-generative automaker with dominant U.S. truck/SUV share but thin, cyclical returns and a heavy EV/tariff earnings hit in 2025.
Strengths
- Best-in-sector cash generation: top-decile FCF ($17.6B), OCF margin (89th pct) and EBITDA (100th pct)
- Durable franchise — 17.2% U.S. share led by high-margin trucks; strong 2026 guidance ($10.3–11.7B net income)
Risks
- Net income fell 55% on $7.9B EV-realignment charges and $3.1B tariff impact; revenue down 3.7%
- Low net margin (1.5%), ROE (4.4%) and ROA (0.96%) reflect a thin, capital-intensive, cyclical model
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
1.6%
Net margin
1.5%
Return on equity
4.4%
Return on assets
1.0%
Revenue growth (QoQ)
-3.7%
Net-income growth
-55.1%
Current ratio
1.2×
Free cash flow
$17.6B
EBITDA
$14.9B
Tangible book value
$56.8B
Cash & investments
$27.7B
Stock comp / revenue
0.2%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-16 | Barra Mary T | Sell | 8.9K | $85.10 |
| 2026-06-16 | Barra Mary T | Option exercise | 6.9K | $41.40 |
| 2026-06-16 | Barra Mary T | Sell | 6.9K | $85.10 |
| 2026-06-16 | Barra Mary T | Option exercise | 83K | $49.46 |
| 2026-06-16 | Barra Mary T | Sell | 83K | $85.10 |
| 2026-06-16 | Barra Mary T | Option exercise | 8.9K | $52.16 |
| 2026-06-09 | Barra Mary T | Option exercise | 21K | $41.40 |
| 2026-06-09 | Barra Mary T | Sell | 21K | $85.00 |
| 2026-05-29 | Barra Mary T | Sell | 23K | $85.00 |
| 2026-05-29 | Barra Mary T | Option exercise | 23K | $41.40 |
| 2026-05-28 | Barra Mary T | Sell | 75K | $85.03 |
| 2026-05-28 | Harvey Rory | Sell | 9.1K | $84.97 |
| 2026-05-28 | Hatto Christopher | Sell | 6.9K | $85.00 |
| 2026-05-28 | Barra Mary T | Option exercise | 60K | $41.40 |
| 2026-05-28 | Barra Mary T | Sell | 60K | $85.03 |
| 2026-05-27 | Harvey Rory | Sell | 66K | $83.03 |
| 2026-05-27 | Harvey Rory | Sell | 14K | $82.97 |
| 2026-05-27 | Barra Mary T | Sell | 103K | $82.32 |
| 2026-05-26 | Barra Mary T | Sell | 5.3K | $80.01 |
| 2026-05-26 | Jacobson Paul A | Sell | 40K | $80.00 |
| 2026-05-26 | Barra Mary T | Option exercise | 92K | $41.40 |
| 2026-05-26 | Barra Mary T | Sell | 92K | $80.01 |
| 2026-05-26 | Barra Mary T | Option exercise | 70K | $49.46 |
| 2026-05-26 | Barra Mary T | Sell | 70K | $80.01 |
| 2026-05-26 | Barra Mary T | Option exercise | 49K | $52.16 |
| 2026-05-26 | Barra Mary T | Sell | 49K | $80.01 |
| 2026-05-22 | Harvey Rory | Sell | 5.7K | $79.57 |
| 2026-05-22 | Harvey Rory | Option exercise | 5.7K | $41.40 |
| 2026-02-17 | Reuss Mark L | Option exercise | 82K | $52.16 |
| 2026-02-17 | Reuss Mark L | Sell | 82K | $80.10 |
| 2026-02-17 | Reuss Mark L | Option exercise | 148K | $35.49 |
| 2026-02-17 | Reuss Mark L | Sell | 148K | $80.61 |
| 2026-02-17 | Reuss Mark L | Sell | 250K | $80.61 |
| 2026-02-17 | Reuss Mark L | Sell | 1.1K | $80.94 |
| 2026-02-07 | Jacobson Paul A | Tax withheld | 100K | $84.24 |
| 2026-02-07 | Harvey Rory | Grant | 24K | — |
| 2026-02-07 | Harvey Rory | Tax withheld | 11K | $84.24 |
| 2026-02-07 | Harvey Rory | Grant | 152K | — |
| 2026-02-07 | Harvey Rory | Tax withheld | 67K | $84.24 |
| 2026-02-07 | Jacobson Paul A | Grant | 221K | — |
| 2026-02-07 | Reuss Mark L | Grant | 374K | — |
| 2026-02-07 | Reuss Mark L | Tax withheld | 163K | $84.24 |
| 2026-02-07 | Barra Mary T | Grant | 522K | — |
| 2026-02-07 | Barra Mary T | Tax withheld | 227K | $84.24 |
| 2026-02-07 | Hatto Christopher | Grant | 29K | — |
| 2026-02-07 | Hatto Christopher | Tax withheld | 12K | $84.24 |
| 2026-02-06 | Barra Mary T | Tax withheld | 18K | $84.24 |
| 2026-02-06 | Hatto Christopher | Option exercise | 2.4K | — |
| 2026-02-06 | Hatto Christopher | Tax withheld | 645 | $84.24 |
| 2026-02-06 | Barra Mary T | Option exercise | 43K | — |
| 2026-02-06 | Jacobson Paul A | Option exercise | 20K | — |
| 2026-02-06 | Jacobson Paul A | Tax withheld | 9.3K | $84.24 |
| 2026-02-06 | Harvey Rory | Tax withheld | 6.4K | $84.24 |
| 2026-02-06 | Harvey Rory | Option exercise | 16K | — |
| 2026-02-06 | Reuss Mark L | Option exercise | 31K | — |
| 2026-02-06 | Reuss Mark L | Tax withheld | 13K | $84.24 |
| 2026-02-04 | DIXTON GRANT MICHAEL | Option exercise | 9.8K | — |
| 2026-02-04 | DIXTON GRANT MICHAEL | Tax withheld | 2.9K | $86.29 |
| 2026-02-04 | Jacobson Paul A | Option exercise | 18K | — |
| 2026-02-04 | Jacobson Paul A | Tax withheld | 6.3K | $86.29 |
| 2026-02-04 | Anderson Sterling | Option exercise | 22K | — |
| 2026-02-04 | Reuss Mark L | Tax withheld | 8.5K | $86.29 |
| 2026-02-04 | Barra Mary T | Option exercise | 36K | — |
| 2026-02-04 | Barra Mary T | Tax withheld | 13K | $86.29 |
| 2026-02-04 | Hatto Christopher | Option exercise | 2.0K | — |
| 2026-02-04 | Hatto Christopher | Tax withheld | 526 | $86.29 |
| 2026-02-04 | Harvey Rory | Option exercise | 12K | — |
| 2026-02-04 | Harvey Rory | Tax withheld | 3.3K | $86.29 |
| 2026-02-04 | Reuss Mark L | Option exercise | 25K | — |
| 2026-02-04 | Anderson Sterling | Tax withheld | 9.5K | $86.29 |
| 2025-11-12 | Hatto Christopher | Option exercise | 7.7K | $52.16 |
| 2025-11-12 | Hatto Christopher | Sell | 7.7K | $72.00 |
| 2025-10-28 | Hatto Christopher | Option exercise | 16K | $49.46 |
| 2025-10-28 | Hatto Christopher | Sell | 16K | $70.00 |
| 2025-10-22 | Reuss Mark L | Option exercise | 148K | $35.49 |
| 2025-10-22 | Reuss Mark L | Sell | 148K | $66.46 |
| 2025-10-22 | Reuss Mark L | Sell | 33K | $66.38 |
| 2025-10-22 | Reuss Mark L | Option exercise | 80K | $39.00 |
| 2025-10-22 | Reuss Mark L | Sell | 80K | $66.46 |
| 2025-09-26 | Hatto Christopher | Option exercise | 14K | $41.40 |
| 2025-09-26 | Hatto Christopher | Sell | 14K | $61.01 |
| 2025-09-26 | Hatto Christopher | Option exercise | 9.6K | $41.40 |
| 2025-09-26 | Hatto Christopher | Sell | 9.6K | $61.00 |
| 2025-09-26 | Harvey Rory | Option exercise | 6.6K | $52.16 |
| 2025-09-26 | Harvey Rory | Sell | 6.6K | $61.95 |
| 2025-09-25 | Reuss Mark L | Sell | 66K | $60.11 |
| 2025-09-25 | Reuss Mark L | Sell | 70K | $60.12 |
| 2025-09-25 | Reuss Mark L | Option exercise | 66K | $39.00 |
| 2025-09-24 | Barra Mary T | Option exercise | 372K | $35.49 |
| 2025-09-24 | Barra Mary T | Sell | 200K | $59.95 |
| 2025-09-24 | Reuss Mark L | Option exercise | 14K | $39.00 |
| 2025-09-24 | Reuss Mark L | Sell | 14K | $60.03 |
| 2025-09-24 | Reuss Mark L | Sell | 13K | $60.03 |
| 2025-09-24 | Barra Mary T | Option exercise | 182K | $39.00 |
| 2025-09-24 | Barra Mary T | Sell | 182K | $59.95 |
| 2025-09-24 | Barra Mary T | Sell | 372K | $59.95 |
| 2025-09-23 | Barra Mary T | Option exercise | 24K | $39.00 |
| 2025-09-23 | Barra Mary T | Sell | 24K | $59.90 |
| 2025-09-12 | Harvey Rory | Option exercise | 4.5K | $49.46 |
| 2025-09-12 | Harvey Rory | Sell | 4.5K | $59.95 |
| 2025-09-12 | Barra Mary T | Option exercise | 29K | $39.00 |
| 2025-09-12 | Barra Mary T | Sell | 29K | $59.92 |
| 2025-08-29 | Barra Mary T | Sell | 88K | $58.13 |
| 2025-08-28 | Barra Mary T | Sell | 372K | $58.24 |
| 2025-08-28 | Barra Mary T | Sell | 300K | $58.24 |
| 2025-08-28 | Barra Mary T | Option exercise | 235K | $39.00 |
| 2025-08-28 | Barra Mary T | Sell | 235K | $58.24 |
| 2025-08-28 | Barra Mary T | Option exercise | 372K | $35.49 |
| 2025-08-27 | Hatto Christopher | Option exercise | 15K | $39.00 |
| 2025-08-27 | Hatto Christopher | Sell | 15K | $59.00 |
| 2025-08-13 | Hatto Christopher | Option exercise | 26K | $35.49 |
| 2025-08-13 | Hatto Christopher | Sell | 26K | $55.11 |
| 2025-08-13 | Hatto Christopher | Sell | 11K | $55.09 |
| 2025-08-05 | Harvey Rory | Sell | 6.9K | $52.69 |
| 2025-08-05 | Harvey Rory | Sell | 5.7K | $53.32 |
| 2025-08-05 | Harvey Rory | Option exercise | 5.7K | $41.40 |
| 2025-08-05 | Harvey Rory | Sell | 11K | $53.05 |
| 2025-07-30 | DIXTON GRANT MICHAEL | Tax withheld | 35K | $52.11 |
| 2025-07-30 | DIXTON GRANT MICHAEL | Option exercise | 79K | — |
| 2025-02-08 | Reuss Mark L | Grant | 117K | — |
| 2025-02-08 | Barra Mary T | Tax withheld | 100K | $47.39 |
| 2025-02-08 | Harvey Rory | Grant | 11K | — |
| 2025-02-08 | Harvey Rory | Tax withheld | 4.2K | $47.39 |
| 2025-02-08 | Barra Mary T | Grant | 230K | — |
| 2025-02-08 | Hatto Christopher | Tax withheld | 3.8K | $47.39 |
| 2025-02-08 | Jacobson Paul A | Grant | 84K | — |
| 2025-02-08 | Jacobson Paul A | Tax withheld | 38K | $47.39 |
| 2025-02-08 | Hatto Christopher | Grant | 13K | — |
| 2025-02-08 | Reuss Mark L | Tax withheld | 51K | $47.39 |
| 2025-02-06 | Jacobson Paul A | Tax withheld | 6.1K | $47.93 |
| 2025-02-06 | Harvey Rory | Option exercise | 16K | — |
| 2025-02-06 | Harvey Rory | Tax withheld | 4.1K | $47.93 |
| 2025-02-06 | Jacobson Paul A | Option exercise | 20K | — |
| 2025-02-06 | Reuss Mark L | Option exercise | 31K | — |
| 2025-02-06 | Reuss Mark L | Tax withheld | 9.5K | $47.93 |
| 2025-02-06 | Hatto Christopher | Option exercise | 2.4K | — |
| 2025-02-06 | Hatto Christopher | Tax withheld | 829 | $47.93 |
| 2025-02-06 | Barra Mary T | Option exercise | 43K | — |
| 2025-02-06 | Barra Mary T | Tax withheld | 15K | $47.93 |
| 2025-01-30 | KELLY ALFRED F JR | Buy | 12K | $50.66 |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Named in the 10-K; linked when we track them.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-04 | Exec/director changeShareholder voteExhibits | filing ↗ |
| 2026-05-26 | Exec/director change | filing ↗ |
| 2026-04-28 | ResultsExhibits | filing ↗ |
| 2026-03-23 | Material agreementDebt obligationExhibits | filing ↗ |
| 2026-01-27 | ResultsExhibits | filing ↗ |
| 2026-01-08 | Other | filing ↗ |
| 2025-10-21 | ResultsExhibits | filing ↗ |
| 2025-10-14 | Impairment | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-04 | 2026-06-02 | 0001467858-26-000044 ↗ |
| 8-K | 2026-05-26 | 2026-05-26 | 0001193125-26-239340 ↗ |
| 10-Q | 2026-04-28 | 2026-03-31 | 0001467858-26-000035 ↗ |
| 8-K | 2026-04-28 | 2026-04-28 | 0001467858-26-000033 ↗ |
| 8-K | 2026-03-23 | 2026-03-23 | 0001193125-26-119684 ↗ |
| 8-K | 2026-01-27 | 2026-01-27 | 0001467858-26-000011 ↗ |
| 10-K | 2026-01-27 | 2025-12-31 | 0001467858-26-000013 ↗ |
| 8-K | 2026-01-08 | 2026-01-08 | 0001467858-26-000005 ↗ |
| 8-K | 2025-10-21 | 2025-10-21 | 0001467858-25-000141 ↗ |
| 10-Q | 2025-10-21 | 2025-09-30 | 0001467858-25-000143 ↗ |
| 8-K | 2025-10-14 | 2025-10-07 | 0001467858-25-000136 ↗ |
| 10-Q | 2025-07-22 | 2025-06-30 | 0001467858-25-000121 ↗ |