Weak automotive demand limits strain as Ford, GM earnings hold

Ford and General Motors (GM) opened 2026 with results that show stability in certain parts of the business, even as overall unit volumes declined, and production conditions remained uneven. Both companies reported higher earnings and raised full-year guidance, supported in part by one-time tariff-related adjustments.

At the same time, sales data shows broad declines across many vehicle categories, with volume concentrating in a narrower group of models.

Nicholas Bell

Nicholas brings over half a decade of experience covering metals markets, pricing trends, and supply chain dynamics. Prior to joining AMU, he reported on aluminum, high-temperature scrap, and ferro-alloy markets at Argus Media, with additional coverage of minor metals and rare earths. His work has built deep expertise in North American metals pricing and trade flows. A native of Houston, Nicholas holds a bachelor’s degree in Media Production and an MBA with a concentration in Finance, both from the University of Houston.

Nicholas Bell

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