General Motors expects North America EBIT margins to rebound to 8-10% by 2026. This recovery is driven by lower operating costs, regulatory relief, and an improved product mix.
GM Korea plans to increase vehicle production by 8.5% to 500,000 units this year, up from 461,000 units in 2025. The expansion aims to meet growing export demand, with over 95% of GM Korea’s production destined for international markets. More than 85% of these exports are allocated to the United States.
Product competitiveness remains a key driver, as the Cadillac CT5-V Blackwing earned The Drive's Best Car of 2026 award. GM shares rose 1.45% to $84.50 following these developments. The stock's performance trailed the broader market rally, which saw the Dow Jones Industrial Average gain 2.15%.