General Motors (GM) CFO announces that they are expecting an investment of up to USD 5bln to expand US manufacturing capacity for some high demand vehicles and reduce tariff exposure

• Anticipates an additional USD 100mln worth of pressure in the Q1.
• Expects 15 new Boeing (BA) 767 aircraft to be delivered this year.
• Sees 2026 tariff costs between USD 3-4bln, adding that GM tariff costs in 2025 totalled lower-than-expected USD 3.1bln.
• Expects North America pricing to be flat to +0.5% this year.

General Motors' CFO announcement regarding a potential $5 billion investment to expand U.S. manufacturing comes in response to high demand and aims to mitigate tariff exposure. This decision is crucial as it reflects GM's strategy to navigate cost pressures while potentially stabilizing price increases, which may influence their profitability outlook and investor sentiment in the auto sector.