General Motors vs Cummins
General Motors and Cummins are compared here, focusing on business models, financial performance, and market context. This page presents neutral information to help readers understand how each company operates within its sector. It avoids recommendations and opinions, offering clear, accessible descriptions of strategy, scale, and market roles. Educational content, not financial advice.
General Motors and Cummins are compared here, focusing on business models, financial performance, and market context. This page presents neutral information to help readers understand how each company...
Why It's Moving
GM Slashes 2025 Guidance by Billions Amid Trump Tariff Onslaught
- Adjusted EBIT guidance cut to $10-12.5 billion from $13.7-15.7 billion, underscoring tariffs' drag on profitability while Q1 results showed 17% U.S. sales growth and 94% EV surge.
- Plans to offset 30% of tariff exposure by ramping up 50,000 extra full-size trucks yearly at Indiana plant and boosting U.S. battery assembly, with over 80% supply chain already USMCA compliant.
- Added $500 million Q2 charge for recalling 600,000 SUVs and trucks over engine woes, as Barra signals no immediate price hikes and focus on U.S. reinvestment.
Cummins (CMI) surges to new 52-week high on momentum and analyst upgrades.
- Achieved 52-week high of $515.83 on December 8, fueled by upward earnings estimate revisions and Momentum Style Score of A, with shares up 15.6% in recent weeks.[1][6]
- Analysts maintain 'Moderate Buy' consensus with average target around $479, reflecting optimism despite sector headwinds.[1][5]
- Recent quarterly dividend of $2.00 per share paid December 4 supports yield of 1.6%, attracting income-focused investors amid stock strength.[1]
GM Slashes 2025 Guidance by Billions Amid Trump Tariff Onslaught
- Adjusted EBIT guidance cut to $10-12.5 billion from $13.7-15.7 billion, underscoring tariffs' drag on profitability while Q1 results showed 17% U.S. sales growth and 94% EV surge.
- Plans to offset 30% of tariff exposure by ramping up 50,000 extra full-size trucks yearly at Indiana plant and boosting U.S. battery assembly, with over 80% supply chain already USMCA compliant.
- Added $500 million Q2 charge for recalling 600,000 SUVs and trucks over engine woes, as Barra signals no immediate price hikes and focus on U.S. reinvestment.
Cummins (CMI) surges to new 52-week high on momentum and analyst upgrades.
- Achieved 52-week high of $515.83 on December 8, fueled by upward earnings estimate revisions and Momentum Style Score of A, with shares up 15.6% in recent weeks.[1][6]
- Analysts maintain 'Moderate Buy' consensus with average target around $479, reflecting optimism despite sector headwinds.[1][5]
- Recent quarterly dividend of $2.00 per share paid December 4 supports yield of 1.6%, attracting income-focused investors amid stock strength.[1]
Which Baskets Do They Appear In?
U.S. Truck Stocks (Heavy-Duty Tariff Winners)
A new 25% tariff on imported heavy-duty trucks aims to protect U.S. manufacturers, creating a potential advantage for domestic companies. This theme identifies U.S.-based truck makers and parts suppliers that are positioned to benefit from this protectionist trade policy.
Published: September 27, 2025
Explore BasketEV Slowdown Stocks | Automaker Pivot Opportunities
Following Stellantis's cancellation of its electric Ram pickup due to slowing EV demand, a new investment opportunity emerges. This theme focuses on automakers that are strategically pivoting to hybrid and traditional models to meet current market realities.
Published: September 14, 2025
Explore BasketDomestic Auto Advantage: Navigating U.S. Tariffs
Volkswagen's recent profit warning, caused by U.S. import tariffs, highlights a significant challenge for foreign automakers. This creates a competitive advantage for American-based car manufacturers and their parts suppliers who are shielded from these costs.
Published: July 25, 2025
Explore BasketWhich Baskets Do They Appear In?
U.S. Truck Stocks (Heavy-Duty Tariff Winners)
A new 25% tariff on imported heavy-duty trucks aims to protect U.S. manufacturers, creating a potential advantage for domestic companies. This theme identifies U.S.-based truck makers and parts suppliers that are positioned to benefit from this protectionist trade policy.
Published: September 27, 2025
Explore BasketEV Slowdown Stocks | Automaker Pivot Opportunities
Following Stellantis's cancellation of its electric Ram pickup due to slowing EV demand, a new investment opportunity emerges. This theme focuses on automakers that are strategically pivoting to hybrid and traditional models to meet current market realities.
Published: September 14, 2025
Explore BasketDomestic Auto Advantage: Navigating U.S. Tariffs
Volkswagen's recent profit warning, caused by U.S. import tariffs, highlights a significant challenge for foreign automakers. This creates a competitive advantage for American-based car manufacturers and their parts suppliers who are shielded from these costs.
Published: July 25, 2025
Explore BasketU.S. Auto Tariff Shield: Domestic Winners
This carefully selected group of stocks represents American automotive companies positioned to benefit from U.S. tariffs on imported vehicles. These domestic manufacturers and suppliers have a competitive pricing advantage that could lead to increased market share and profits.
Published: July 20, 2025
Explore BasketCanada's Automotive Opportunity
This carefully selected group of stocks represents companies poised to benefit from Nissan's production halt in Canada. Our professional analysts have identified automakers and parts suppliers strategically positioned to fill the market gap and capture abandoned market share during this unique industry disruption.
Published: July 11, 2025
Explore BasketFallout from Stellantis Recall
When one automotive giant faces challenges, others may find opportunity. This collection features carefully selected stocks of competing automakers and parts suppliers positioned to benefit from Stellantis's safety investigation. Each company was handpicked by our analysts to capture this market shift.
Published: July 3, 2025
Explore BasketAmerican Auto Surge
Tap into the unexpected strength of America's auto industry. This collection features carefully selected automakers, parts suppliers, and retailers benefiting from Ford's impressive 14.2% sales jump and robust consumer spending on vehicles.
Published: July 2, 2025
Explore BasketInvestment Analysis
Pros
- General Motors (GM) has shown strong stock performance in 2025, with a 29.7% increase year-to-date outperforming the S&P 500 index.
- GM benefits from disciplined inventory management and effective pricing strategies sustaining demand across both traditional internal combustion engine and electric vehicle segments.
- The company has a broad and diversified vehicle portfolio including well-known brands and expanding electric vehicle offerings, supporting growth potential.
Considerations
- Despite strong gains, GM's stock performance has lagged behind specialized ETFs focused on autonomous and electric vehicles, suggesting competitive pressure in the EV space.
- GM's stock experienced notable recent volatility, with an 8% drop in early October 2025 indicating potential short-term risk or market uncertainty.
- The automotive industry is exposed to macroeconomic and supply chain risks, which may impact GM's production costs and vehicle demand.
Cummins
CMI
Pros
- Cummins holds a strong competitive position as a leading global manufacturer of diesel and alternative fuel engines, tapping into multiple industrial and transportation markets.
- The company is advancing in electrification and sustainable solutions, aiming to capitalize on growing demand for clean energy and emission reduction technologies.
- Cummins has maintained solid profitability supported by product innovation and efficient operations even amid fluctuating commodity prices.
Considerations
- Cummins faces risks from cyclicality in industrial demand, which can impact order volumes during economic slowdowns or downturns in key markets.
- The company is exposed to commodity cost inflation, particularly raw materials, which can pressure margins if not managed effectively.
- Execution risks exist in scaling new technologies and integrating acquisitions, which are crucial to maintaining its competitive edge in evolving markets.
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