Home / Filing changes / GM
Free · no account · quoted from the filing
What changed in GM's 10-Q
Source: 10-Q filed 2026-07-21 · compared against 10-Q 2026-04-28. Every passage below is quoted verbatim from the filing itself.
Restructuring verified
Prior filing
In the three months ended March 31, 2026, we recorded additional charges of $1.1 billion primarily related to the ongoing commercial negotiations
This filing
In the three months ended June 30, 2026, we recorded additional net charges of $2.3 billion, primarily related to $1.3 billion for ongoing c
Credit Quality verified
Prior filing
Finance receivables more than 30 days delinquent or in repossession 23 605 669 510 384 363 2,555 3.4 %
This filing
Finance receivables more than 30 days delinquent or in repossession 185 666 668 479 349 316 2,663 3.5 %
Credit Losses verified
Prior filing
The allowance for loan losses as a percentage of finance receivables was 3.0% and 2.9% at March 31, 2026 and December 31, 2025.
This filing
The allowance for loan losses as a percentage of finance receivables was 3.1% and 2.9% at June 30, 2026 and December 31, 2025.
Accounting Standards
This filing
In May 2026, the Financial Accounting Standards Board issued ASU 2026-02 "Environmental Credits and Environmental Credit Obligations (Topic 818)"
Strategy verified
Prior filing
While we have completed the reassessment of our EV capacity and manufacturing footprint, we expect to recognize additional material cash and non-cash charges in 2026
This filing
We continue to prioritize driving down costs to improve profitability and are aligning our EV capacity and manufacturing footprint.
What it means — the analyst reading
The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel, plus 1 further change without a quotable passage — is part of the Filing Change Monitor.
See the Filing Change Monitor →Compared from narrative excerpts (outlook, risks, MD&A) of both filings. Every quotation shown was checked character-for-character against the filing it is attributed to. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.