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business · 3 outlets · 3 linked reports

GM and Ford Talk Less About EVs as Strategies Shift

2026-07-31

AI-assisted: summaries and questions may be incomplete or incorrect. Verify important details with the linked original reporting.

Summary

An analysis of seven years of earnings calls found GM and Ford discussing electric vehicles less often.
GM’s EV mentions fell from 82 in its second-quarter 2025 call to 21 a year later.
Ford still plans a midsize electric pickup on its Universal Electric Vehicle platform next year.
Both automakers have changed model plans and reworked some electric-vehicle factory investments.

The question

Are GM and Ford retreating from electric vehicles too quickly?

Original reporting

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