General Motors extended its dominance in the full-size pickup segment for a sixth consecutive year, with combined Chevrolet Silverado and GMC Sierra sales reaching their highest level in two decades. Full-size trucks, which cost only marginally more to produce but sell for two to three times the manufacturing cost, now represent more than 40% of GM’s North American gross profit. This workshop-to-showroom advantage bolsters GM’s overall profitability even as other segments face pricing pressures, underscoring the strategic importance of its heavy-duty lineup to investor returns.

Despite a recall fix implemented in mid-2024, GM’s L87 5.3-liter V8 engines have continued to exhibit premature timing-chain wear in approximately 2,300 vehicles reported since January. The National Highway Traffic Safety Administration has opened a fresh investigation, requesting GM data on repair rates, warranty claims and projected liability costs. GM estimates that related warranty and recall expenses could exceed $120 million in 2026 if failure rates persist, increasing both regulatory and financial risk for the company.

GM closed out 2025 with a 6% year-over-year increase in U.S. vehicle deliveries, leading the domestic industry amid trade tariffs and the expiration of the federal EV tax credit. All four GM brands posted gains: GMC set a second consecutive annual sales record, Cadillac achieved its best volume in ten years and GM held the full-size SUV crown for a 51st straight year. Electric vehicles accounted for more than 15% of GM’s U.S. mix, making it the second-best selling EV brand after Tesla. Notably, nearly 700,000 Chevrolet and Buick units sold under $30,000, supporting long-term customer retention while maintaining incentives below the industry average.