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• Under the program, GM will issue irrevocable payment undertakings (IPUs) up to a $4.5 billion facility limit to fund suppliers to acquire and hold critical inventory.
• The program aims to secure supply of critical inventory against disruptions like extreme weather, natural disasters, cyberattacks, excessive demand, and similar events.
• IPUs accrue interest at SOFR plus 1.55% per annum, with a ticking fee of 0.25% on the unutilized facility amount during the 12-month availability period.
• The program will be accounted for as a product financing arrangement, with IPUs recorded as unsecured debt and payments excluded from Adjusted Automotive Free Cash Flow until inventory is purchased.

1.01 Entry into a Material Definitive Agreement · 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement · 8.01 Other Events · 9.01 Financial Statements and Exhibits

• Net income attributable to stockholders was $1.3 billion, down 31.1% from $1.9 billion in Q2 2025.
• EBIT-adjusted was $3.9 billion, up 29.8% from $3.0 billion in the prior-year quarter.
• Full-year 2026 EBIT-adjusted guidance raised to $14.0-$16.0 billion, and EPS-diluted-adjusted to $12.00-$14.00.
• Board declared a quarterly dividend of $0.18 per share, payable September 17, 2026.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• At the June 2, 2026 Annual Meeting, GM shareholders approved Amendment No. 2 to the 2020 Long-Term Incentive Plan, increasing available shares by 27 million and extending the plan term to June 3, 2036.
• Shareholders ratified Ernst & Young LLP as GM's independent registered public accounting firm for 2026.
• Advisory votes approved named executive officer compensation and selected 1 Year as the frequency for future advisory votes.
• Shareholder proposals to separate Chair and CEO roles and to report on human rights standards for indigenous peoples were not approved.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 5.07 Submission of Matters to a Vote of Security Holders · 9.01 Financial Statements and Exhibits

• Jonathan McNeill notified the Board on May 26, 2026 that he will not stand for reelection at the 2026 Annual Meeting of Shareholders.
• His retirement from the Board will take effect upon the conclusion of the Annual Meeting on June 2, 2026.
• The Board intends to reduce its size from 11 to 10 directors after the Annual Meeting.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements

• Net income attributable to stockholders was $2.6 billion, down 5.7% year-over-year.
• EBIT-adjusted was $4.3 billion, up 21.9% from $3.5 billion in Q1 2025.
• The company raised its full-year 2026 EBIT-adjusted guidance to $13.5-$15.5 billion, citing a favorable $0.5 billion adjustment from a U.S. Supreme Court tariff decision.
• GM declared a quarterly dividend of $0.18 per share, payable June 18, 2026, to shareholders of record on June 5, 2026.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• The unsecured facility is for $2.0 billion, matures on March 22, 2027, and is allocated for exclusive use by General Motors Financial Company, Inc.
• JPMorgan Chase Bank, N.A. serves as administrative agent and Citibank, N.A. as syndication agent.
• GM has guaranteed the obligations of subsidiary borrowers under the facility.
• The facility requires GM to maintain at least $4.0 billion in global liquidity and $2.0 billion in U.S. liquidity.

1.01 Entry into a Material Definitive Agreement · 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement · 9.01 Financial Statements and Exhibits

• Full-year 2025 EBIT-adjusted was $12.7 billion, down 14.6% from $14.9 billion in 2024.
• Fourth-quarter 2025 net loss attributable to stockholders was $3.3 billion, including over $7.2 billion in special charges related to EV capacity realignment and policy changes.
• 2026 guidance includes net income attributable to stockholders of $10.3-$11.7 billion and EBIT-adjusted of $13.0-$15.0 billion.
• Board approved a 20% higher quarterly dividend of $0.18 per share and a new $6.0 billion share repurchase authorization.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• The EV-related charges include ~$1.8 billion non-cash impairments and ~$4.2 billion in supplier settlements, contract cancellation fees, and other cash-impact charges.
• GM also expects ~$1.1 billion in non-EV charges for Q4 2025, mainly from China JV restructuring (SAIC-GM) and an additional legal accrual, with ~$0.5 billion cash impact.
• GM previously recorded $1.6 billion in GMNA charges in Q3 2025 and has reduced EV capacity, including pivoting Orion, MI plant to ICE full-size SUVs/pickups and selling Ultium Cells Lansing interest to LG Energy Solution.
• Additional material cash and non-cash charges are expected in 2026 from supply base negotiations, and proposed GHG rule changes could impair emissions credits.

8.01 Other Events