GM Outshines Ford in U.S. Sales, Despite Tariff Drag

0:00It's April 25th. Welcome to Durham News Today, powered by AI. Wall Street's got a clear crush on General Motors in the big three auto giants, bumping it ahead of Ford and Stellantis. Just last week, Deutsche Bank upgraded GM to a buy rating before its first quarter earnings drop on April 28th. Morgan Stanley even crowned it their top pick in the sector, praising its track record through supply chain chaos. Meanwhile, Ford flexes a huge edge with 83% of its U.S. vehicles built right here at home, dodging those brutal import tariffs that slap $5,000 to $8,900 extra per car. That gap shows in the numbers from last year. Ford sold 2.2 million vehicles in the U.S. but only imported 378,000. GM moved 2.85 million, but shipped in 1.17 million, even more than some foreign players like Hyundai or Honda. Stellantis imported over half of its 1.26 million sales.

1:01Analysts see tariffs hitting GM hard this quarter, around an $800 million drag, but expect offsets from $400 million and better. Electric vehicle losses, $250 million in warranties, and $200 million from emissions perks. They forecast earnings before interest and taxes at $2.91 billion. As gas prices spike in markets wobble, GM's looking steady was strong execution, while Ford watches for any shift away from trucks. Earnings call should spill the real T-Young what's next.