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5 Reasons GM Expects North America Margins to Improve in 2026
General Motors anticipates its North America EBIT margins to rebound to 8-10% in 2026, up from 6.8% in 2025. This improvement is attributed to five key factors: lower EV losses, reduced warranty costs, regulatory relief, a supportive product mix with low inventory and incentives, and a declining net tariff impact. Unlike competitors like Ford and Stellantis, GM’s strategy focuses on cost control and fading temporary pressures rather than relying on strong industry growth or price hikes.