GM expects ~$6.0B Q4 charges from EV capacity realignment; also $1.1B non-EV charges

General Motors Co

Expects ~$6.0B in Q4 2025 charges: ~$1.8B non-cash impairments + ~$4.2B cash charges (supplier settlements, contract cancellation fees).
Previous Q3 2025 charges of $1.6B from EV capacity review; additional material charges expected in 2026.
Non-EV charges of ~$1.1B in Q4: China JV restructuring (SAIC-GM) costs and an additional legal accrual.
Company pivoting Orion, MI plant from EVs to ICE SUVs/pickups; sold Lansing, MI Ultium Cells interest to LG Energy Solution.
Proposed regulatory GHG changes could impair emissions credits, similar to prior CAFE credit impairment.

item 8.01

Machine-readable event card

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accession 0001467858-26-000005

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