General Motors Company (GM) Presents at U.S. All Stars Conference Transcript

General Motors Company ( GM ) U.S. All Stars Conference September 23, 2026 3:00 AM EDT Company Participants Paul Jacobson - Executive VP & CFO Conference Call Participants Rajat Gupta - JPMorgan Chase & Co, Research Division Presentation Operator Please welcome Paul Jacobson, Chief Financial Officer of General Motors, interviewed by Rajat Gupta at JPMorgan. Rajat Gupta JPMorgan Chase & Co, Research Division Great. Good morning, everyone. Thanks for joining. My name is Rajat Gupta. I head U.S. Equity Research for autos. Very pleased to have with us today starting day 2 of the conference, Paul Jacobson, Chief Financial Officer at General Motors. So thanks, everyone, for joining, and thanks, Paul, for doing this. Paul Jacobson Executive VP & CFO Great. Well, thanks for having us. It's always great to be at this conference. Number one, I love the venue. But two, I just love being over here and I'm not shy about saying the questions over here tend to be 5 years or longer in the future versus 5 days of trading and data, but love the strategic focus and the long-range planning because I think that's one thing that we've done exceptionally well. That being said, just a couple of comments about the quarter. We're almost to the end of the quarter. The consumer continues to hold up really well. Probably surprisingly well over the last several years in terms of what we've seen pressure wise, but that's been great for our portfolio. We're wrapping up the third quarter, we have been able to take up guidance twice this year, and we're very much on track with our higher range for the full year. So we're excited to finish out '26 we're really starting to look forward to 2027, as we're in the planning cycle. I'm sure we'll have a lot