Overview
- GM announced on Tuesday during its second-quarter earnings call that it will begin launching next-generation internal-combustion Cadillacs starting in spring 2027 and continuing into 2028.
- The confirmed return to gasoline models includes next-generation CT5 and XT5 vehicles and an all-new three-row XT6, with Cadillac leadership publicly endorsing the product shift.
- GM said it will invest $150 million at Spring Hill Assembly to build the XT6 and will reallocate U.S. production capacity, moving some full-size SUV output to Michigan and other onshore sites.
- The company has recorded $10.9 billion in EV-related charges since the second half of 2025 and is winding down or delaying some EV programs while keeping Ultium Cells battery capacity and some EV development in place.
- The move responds to lower-than-expected demand for some Cadillac EVs and will affect factory jobs, regional production footprints, and GM’s competitive stance as rivals continue heavy EV and battery investments.