)
Company Research2 Sep 2024
The Toyota Way: Revolutionizing Global Manufacturing
Explore how Toyota's Lean Manufacturing and Kaizen principles revolutionized production and quality, setting global benchmarks for excellence.
General Motors (GM) investor relations material
General Motors J.P. Morgan Auto Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.J.P. Morgan Auto Conference 2025 summary13 Aug, 2025
Business performance and strategic initiatives
Pricing and sales trends remain in line with expectations, with incremental improvements in relative pricing and lower incentives compared to industry peers.
Significant progress on a 30% offset strategy for 2025, focusing on fixed cost reductions, manufacturing footprint changes, and go-to-market initiatives.
$4–5 billion tariff headwind anticipated in 2025, with plans to maintain $7.5–10 billion in free cash flow despite these challenges.
Ongoing $4–5 billion investment to expand U.S. vehicle production capacity by nearly 2 million units, enhancing flexibility and reducing tariff exposure.
Commitment to regaining 8–10% North American margin over the short to intermediate term, with updated guidance expected at year-end.
Regulatory and trade environment
Anticipates meaningful tariff relief from finalized trade deals, especially with Korea, potentially saving hundreds of millions annually starting in 2025.
Administration's commitment to U.S. auto industry competitiveness is expected to result in normalized or lower tariffs by 2026.
CAFE penalties have been zeroed out, leading to expense savings in 2025 and 2026, while GHG credit framework remains unresolved.
Net impact of regulatory changes is expected to be accretive long-term, with a more rational EV market and reduced discounting behavior.
Onshoring production and new consumer tax deductions for U.S.-built vehicles are expected to drive incremental demand and mitigate tariff impacts.
Capital allocation and financial discipline
No change to cash or leverage targets; continues to operate with $18–20 billion in liquidity and incremental debt paydown.
CapEx guidance raised to $10–12 billion annually for the next few years, with investments rebalanced to prioritize strategic needs.
Capital allocation remains disciplined, with a focus on extending ICE vehicle life and driving cost savings in EV manufacturing and engineering.
Free cash flow generation remains strong, even amid significant headwinds, supporting ongoing shareholder returns.
Investments in charging infrastructure and efficient EV production are expected to support future growth.
How will GM maintain its disciplined strategy?
What is the outlook for GM's capital allocation?
What is GM's roadmap for autonomous activities?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next General Motors earnings date
Q3 202521 Oct, 2025
Next General Motors earnings date
Q3 202521 Oct, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Business Philosophy16 Oct 2023
The World’s Top CEOs: Lessons in Excellence
In today’s competitive corporate landscape, CEOs are the rudders guiding companies to success. Their choices and leadership styles often determine a company’s direction, growth, and culture. However, what makes a CEO stand out in the global arena? Let’s delve into the signs of excellence demonstrated by the world’s top CEOs.
)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
Frequently asked questions
Motor City royalty
General Motors, most commonly referred to simply as GM, is an American automotive company with a rich history that dates back over a century. Headquartered in Detroit, Michigan, GM has been a prominent player in the global automotive industry for over a century. Today, GM operates as a major multinational corporation, manufacturing and selling a diverse range of vehicles under various brands. With a global presence and a legacy of automotive excellence, GM continues to remain relevant over 100 years since their foundation.
From 1908 until today
General Motors (GM), founded in 1908, by William C. Durant, a prominent figure in the early automobile industry. GM's roots trace back to the merger of several automobile companies, including Buick, Oldsmobile, Cadillac, and others. Over the years, GM has played a significant role in shaping the automotive landscape, introducing innovations like the electric starter, automatic transmission, and the first V8 engine.
The company has faced numerous challenges and experienced ups and downs throughout its history, including bankruptcy and subsequent restructuring through a bailout by the Bush administration. GM, together with Ford and Chrysler (the latter is now a part of Stellantis), was one of the key players in turning Detroit into the world's number one hub for automotive production. Even though the power structures of the industry have shifted away from Detroit, the moniker “The Motor City” still lives on.
Everything from workhorses to luxury vehicles
Under the GM umbrella various brands like Chevrolet, Buick, GMC, and Cadillac ensure that the company is able to offer a wide selection of vehicles with everything from efficient compact cars to luxurious SUVs and trucks. This diverse product range allows GM to cater to a broad range of customer preferences and lifestyles. Whether those in the market for a new vehicle are seeking reliable and fuel-efficient transportation, family-friendly vehicles, or premium and high-performance models, GM's brand portfolio provides options to suit various requirements and needs. This versatility in their product offerings has helped GM maintain their position as a prominent player in the global automotive industry.
Preparing for an electrical future
GM is positioning itself for the electric vehicle (EV) era by making significant advancements in EV technology and infrastructure. The company has committed to an all-electric future, and is planning to ramp up their production of EV’s in the coming years. GM's Ultium battery platform enables longer driving ranges and faster charging capabilities and the company is investing in EV charging networks and collaborating with partners to expand charging infrastructure. By prioritizing EV development and infrastructure, GM is preparing for a future reliant on electricity rather than fossil fuels.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage