AMU
May 1, 2026
AMU: Beneath the headlines: Ford, GM earnings
Written by Nicholas Bell
This piece was first published by SMU’s nonferrous sister publication, Aluminum Market Update. To learn about AMU, visit their website or sign up for a free trial.
Ford and General Motors (GM) opened 2026 with results that show stability in certain parts of the business, even as overall unit volumes declined, and production conditions remained uneven. Both companies reported higher earnings and raised full-year guidance, supported in part by one-time tariff-related adjustments.