Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
General Motors Co
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Motor Vehicles & Passenger Car Bodies
No intraday reading yet this session.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of GM revenue | Skew |
|---|---|---|---|
| ASPNAspen Aerogels Inc | 59.00% | 0.09% | 682× |
| DCHDauch Corp | 44.00% | 1.39% | 32× |
| ALLYAlly Financial Inc. | 34.00% | 1.45% | 23× |
| EVGOEVgo Inc. | 30.20% | 0.06% | 482× |
| PHINPhinia Inc. | 17.00% | 0.32% | 53× |
| PAMTPamt Corp | 14.00% | 0.05% | 309× |
| THRMGentherm Inc | 12.00% | 0.10% | 123× |
| SAHSonic Automotive Inc | 6.00% | 0.49% | 12× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“Our largest customer, General Motors Company, accounted for approximately 14% of our revenue.”
$84M relationship309× more of PAMT’s book than GM’s
basisPAMT fy2025 · closed 2025-12 $598MGM fy2025 · closed 2025-12 $185B
FILING10-K0001437749-26-007960cik 0000798287disclosed by PAMT
“General Motors Company ("GM") has granted us an irrevocable, perpetual, royalty-free, worldwide license under a large number of U.S. and foreign patents and patent applications, as well as certain unpatented technology and know-how, to design, develop, manufacture, use and sell fully automatic transmissions and electric hybrid propulsion solutions for use in certain vocational vehicles, defense vehicles and off-road products.”
FILING10-K0001193125-26-065627cik 0001411207disclosed by ALSN
“Sales to GM were approximately 44% of our consolidated net sales in 2025, 42% in 2024, and 39% in 2023.”
$2.6B relationship32× more of DCH’s book than GM’s
basisDCH fy2025 · closed 2025-12 $5.8BGM fy2025 · closed 2025-12 $185B
FILING10-K0001062231-26-000020cik 0001062231disclosed by DCH
“Under our long-term supply agreement with GM, as of December 31, 2025, we collected all required prepayments for the sale of magnetic precursor products (i.e., NdPr metal) totaling $150.0 million.”
FILING10-K0001801368-26-000008cik 0001801368disclosed by MP
“Over the last 30 years, we have purchased the majority of our rental trucks from Ford Motor Company and General Motors Corporation.”
FILING10-K0001193125-26-241850cik 0000004457disclosed by UHAL
“Adient is a supplier to all of the global OEMs and has longstanding relationships with premier automotive manufacturers, including BMW, Mercedes-Benz Group, Ford Motor Company, General Motors Company, Honda Motor Company, Hyundai Motor Company, Jaguar Land Rover, Kia Corporation, Mazda Motor Corporation, Mitsubishi Motor Corporation, Nissan Motor Corporation, Renault Group, Stellantis N.V., Suzuki Motor Corporation, Toyota Motor Corporation, Volkswagen Group and Volvo Car Group.”
FILING10-K0001670541-25-000152cik 0001670541disclosed by ADNT
“In 2025, 34% of our new vehicle dealer inventory financing and 24% of our consumer automotive financing volume were transacted for GM dealers and customers, and 36% of our new vehicle dealer inventory financing and 13% of our consumer automotive financing volume were transacted for Stellantis dealers and customers.”
$2.7B relationship23× more of ALLY’s book than GM’s
basisALLY fy2025 · closed 2025-12 $7.9BGM fy2025 · closed 2025-12 $185B
FILING10-K0000040729-26-000005cik 0000040729disclosed by ALLY
“In 2025, sales to GM and Distribution International, Inc. (Distribution) represented 59% and 9% of our total revenue, respectively.”
$160M relationship682× more of ASPN’s book than GM’s
basisASPN fy2025 · closed 2025-12 $271MGM fy2025 · closed 2025-12 $185B
FILING10-K0001193125-26-106453cik 0001145986disclosed by ASPN
“Our automotive customers include nearly all major automobile original equipment manufacturers (OEMs) worldwide, including BMW, Mercedes-Benz, the Volkswagen Group (Volkswagen, Audi, Porsche, and other brands), Stellantis, Renault, Toyota, Ford, General Motors, BYD, Great Wall Motor, and NIO.”
FILING10-K0001628280-25-053372cik 0001768267disclosed by CRNC
“General Motors Company”
FILING10-K0001437749-25-004554cik 0000026780disclosed by DAN
“For the years ended December 31, 2025 and 2024, one customer represented 30.2% and 33.5% of total revenue, respectively.”
$116M relationship482× more of EVGO’s book than GM’s
basisEVGO fy2025 · closed 2025-12 $384MGM fy2025 · closed 2025-12 $185B
FILING10-K0001104659-26-024827cik 0001821159disclosed by EVGO
“For the year ended December 31, 2024, our top five customers accounted for approximately 40% of our net sales, with General Motors Company representing 17%.”
$592M relationship53× more of PHIN’s book than GM’s
basisPHIN fy2025 · closed 2025-12 $3.5BGM fy2025 · closed 2025-12 $185B
FILING10-K0001968915-25-000006cik 0001968915disclosed by PHIN
“We have the capacity to produce drive train components including axle shafts, transmission shafts, gear sets, steer axle knuckles, and other components for ultimate use by the leading automotive, truck and recreational vehicle manufacturers, including General Motors Company (GM), Freightliner LLC (Freightliner), Mack Truck (Mack), Navistar International Corporation (Navistar), PACCAR, Inc. (PACCAR), Volvo Truck Corporation (Volvo) and Bombardier Recreational Products (BRP).”
FILING10-K0001437749-26-009882cik 0000864240disclosed by SYPR
“Our products supplied to General Motors and Volkswagen each represented 12% of our product revenues for the year ended December 31, 2025.”
$180M relationship123× more of THRM’s book than GM’s
basisTHRM fy2025 · closed 2025-12 $1.5BGM fy2025 · closed 2025-12 $185B
FILING10-K0001193125-26-059602cik 0000903129disclosed by THRM
“Ford and General Motors are the Company's largest customers as a percentage of sales.”
FILING10-K0001111335-25-000006cik 0001111335disclosed by VC
“Our EV portfolio takes advantage of integrated supply chain development, including battery cell production from Ultium Cells Holdings LLC (a joint venture with LG Energy Solution) in plants in Warren, Ohio and Spring Hill, Tennessee.”
FILING10-K0001467858-26-000013cik 0001467858
“We have an engine supply agreement with General Motors LLC ("General Motors") for the supply of engine blocks to use in our Malibu and Axis brand boats through model year 2026.”
FILING10-K0001590976-25-000080cik 0001590976disclosed by MBUU
“General Motors (3) 6 % 6 % 6 %”
$909M relationship12× more of SAH’s book than GM’s
basisSAH fy2025 · closed 2025-12 $15.2BGM fy2025 · closed 2025-12 $185B
FILING10-K0001628280-26-010570cik 0001043509disclosed by SAH
“Our upfitting category leverages our strong partnerships with Ford, General Motors, Jeep, Nissan and RAM, enabling us to obtain truck, van and SUV chassis directly from the manufacturers' facilities.”
FILING10-K0001424929-26-000012cik 0001424929disclosed by FOXF
“Customer % of Autoliv sales % of Global LVP 1) VW 9.2 % 10.0 % Toyota 9.1 % 12.1 % Stellantis 9.1 % 5.9 % Honda 8.7 % 4.4 % Hyundai 7.6 % 8.4 % Ford 6.8 % 4.1 % General Motors 5.6 % 4.7 % Nissan 5.4 % 4.7 % Mercedes 5.2 % 2.7 % Major EV maker 4.5 % 2.0 % 1) Source: S&P Global January 2025”
$606M relationship17× more of ALV’s book than GM’s
basisALV fy2025 · closed 2025-12 $10.8BGM fy2025 · closed 2025-12 $185B
FILING10-K0000950170-25-023852cik 0001034670disclosed by ALV
“All three of our primary North American customers, Ford, Stellantis, and General Motors, have major union contracts with the International Union, United Automobile, Aerospace and Agricultural Implement Workers of America (or "UAW").”
FILING10-K0000908255-25-000007cik 0000908255disclosed by BWA
“• Auto OEMs: EV manufacturers such as General Motors, Mercedes-Benz and Toyota providing charging infrastructure to support EV sales, and also at their factories and workplaces;”
FILING10-K0001777393-26-000013cik 0001777393disclosed by CHPT
“In February 2021, the Company established a partnership with GM Global Technology Operations LLC ("GM Technology"), an affiliate of GM Ventures LLC ("GM Ventures"), and General Motors Holdings LLC ("GM Holdings") (collectively, "General Motors" or "GM") when it entered into a JDA to jointly research and develop the A-Sample Li-Metal batteries and build-out a prototype manufacturing line for GM Technology .”
FILING10-K0001819142-26-000010cik 0001819142disclosed by SES
“This is a smaller bus than the Type C or Type D bus and is produced on a traditional chassis provided by either Ford or GM or on an electric chassis produced by a Micro Bird subsidiary.”
FILING10-K0001589526-25-000100cik 0001589526disclosed by BLBD
Watchlist prices, news filtered to it, and its next report on your desk.
General Motors Co has 21 disclosed suppliers and 7 disclosed customers. Each one is named in an SEC filing, either General Motors Co’s own annual report or the counterparty’s, and carries the sentence that discloses it.
GM (General Motors Co) has 21 disclosed suppliers and 7 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move, and a bundle sits past the rings until you open it. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: GS −1.26%, in the finance bundle.