GM CFO Forecasts $3-$4B Tariff Hit, Aims for Margin Rebound and EV Reset.
ByAinvest
Friday, Feb 6, 2026 3:16 am ET1min read
GM--
General Motors CFO Paul Jacobson highlighted a $3-$4B tariff hit, a margin rebound, and EV reset during a conference. The company aims to restore 8%-10% margins in North America, 12-18 months ahead of expectations. Jacobson emphasized discipline in inventory and capital allocation, as well as a focus on software and services. He also discussed GM's portfolio breadth and affordability, highlighting strength across the product spectrum.
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