General Motors (GM) Q2 FY26 earnings call

General Motors delivered a solid second quarter, driven by strong product demand, disciplined execution, and improved profitability across its core business, particularly in North America. The company raised its full-year guidance for the second time, reflecting confidence in its strategy to expand margins and grow revenue through new vehicle launches, software and services, and emerging businesses like GM Defense and GM Insurance, while navigating EV restructuring and inflationary pressures.