Inside General Motors’ $6bn US Manufacturing Investments

General Motors (GM) has announced a US$830m investment in its US manufacturing operations bringing its total US investments over US$6bn for 2025 and 2026. 

The company has announced a range of investments designed to support production, focussing on propulsion systems and metal casting across sites in Romulus, Toledo and Saginaw. 

GM says that the investments will support the launch of “next generation” full-size trucks and SUVs. This comes as GM posted an improved outlook for its profitability for 2026 after announcing its Q1 results. 

Propulsion systems and metal casting

Romulus Propulsion Systems in Michigan is receiving US$300m to increase the facility’s capacity to produce 10-speed transmissions, including full-size trucks and SUVs.

This is a further capacity increase for production at Romulus, which initially received $300m in 2025. Romulus has about 1,000 employees.

Toledo Propulsion Systems in Ohio is receiving a US$40m investment to support capacity increases in 10-speed transmission for light-duty trucks, adding to the US$40m investment announced to GM’s employees in March.

GM says that the products produced in Toledo will further diversify the site’s manufacturing flexibility and solidifies Toledo’s position as a support plant. Toledo Propulsion employs around 1,650 people.

Saginaw Metal Casting Operations in Michigan is receiving a US$150m investment to increase head casting volume for Gen 6 engines, supporting full-size pickup trucks and Corvettes. The site employs roughly 350 employees.

Mike Trevorrow, GM’s Senior Vice President of Global Manufacturing, says: “By investing in these plants, we’re investing in our people and the communities they call home.

“The work our teams do in Romulus, Toledo and Saginaw Metal supports families, strengthens local businesses and fuels economic growth across the country.

"This $830 million investment is another clear signal of our commitment to these facilities, the exceptional people who work here and the customers who depend on the products we build every day.”

Turning away from EVs

GM announced it is investing in its US ICE vehicle production as it realigns its product strategy away from EVs. The company recorded a US$6bn charge to close some EV investments in January 2026. 

In its assumptions for 2026, announced with its 2025 Earnings, GM expected EV losses to improve by US$1bn to US$1.5bn from “right-sizing EV capacity” and significantly lowering volume.

In April 2026 GM announced it was temporarily halting production at its Detroit-Hamtramck assembly plant called Factory ZERO, where it manufactures EVs.

GM’s improved outlook

GM has reported first-quarter 2026 revenue of US$43.6bn, net income attributable to stockholders of US$2.6bn and EBIT adjusted of US$4.3bn. 

The company says it is raising its EBIT guidance due to a favourable adjustment of roughly US$0.5bn resulting from a US Supreme Court decision regarding US tariffs. 

It now expects gross tariff costs of US$2.5bn to $3.5bn in 2026. GM originally expected a US$3bn to US$4bn hit from tariffs for the year.