General Motors Co
Expected move
No implied move.
Next report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report5 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
−6.84%
vs ±4.9% implied · ×1.39
shaded = implied · ▲▼ = realized
General Motors has 22 disclosed suppliers and 7 disclosed customers in SEC filings.
SentenceGM and Distribution represented 59% and 9% of our total revenue in 2025, respectively; 64% and 6% of our total revenue in 2024, respectively; and 41% and 14% of our total revenue in 2023, respectively.
basisASPN FY2025 revenue $271MGM FY2025 revenue $185B
SentenceOur products supplied to General Motors and Volkswagen each represented 12% of our product revenues for the year ended December 31, 2025.
basisTHRM FY2025 revenue $1.5BGM FY2025 revenue $185B
SentenceAdient 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.
SentenceIn 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.
SentenceCustomer
% 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
SentenceOur 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.
SentenceSeveral of our largest customers, including Ford, General Motors, and Stellantis, continue to operate in a highly competitive environment characterized by declining market share positions, ongoing electrification strategy adjustments, and efforts to optimize vehicle inventories and production schedules.
SentenceWe 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).
SentenceOur 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.
GM 10-Kaccession 0001467858-26-000013
SentenceGeneral 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.
SentenceWe 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 calendar year 2026 and we are currently negotiating an extension on the agreement beyond calendar year 2026.
General Motors Co
87.31