GM targets Lansing Delta Township for hybrid output in $2bn push

General Motors will invest more than $2bn in the Lansing, Michigan region over the next several years, with Lansing Delta Township Assembly lined up for future hybrid-electric vehicle production and $1.25bn of the total already committed to Lansing Grand River Assembly.

The company confirmed the plan alongside a separate decision to move its stock listing from the New York Stock Exchange to the Nasdaq Global Select Market. The two announcements landed in the same month that GM narrowed its 2026 adjusted earnings before interest and taxes (EBIT) guidance to between $14.5bn and $15.5bn, from a previous range of $14bn to $16bn.

What is going into Lansing Delta Township?

Lansing Delta Township currently assembles the Buick Enclave, Chevrolet Traverse and GMC Acadia — all three-row SUVs. In 2025 the plant produced more than 291,000 vehicles, the highest annual output in its history.

GM has not disclosed which nameplates the hybrid programme will cover, nor the timing. It said it will publish both closer to launch.

To fund the conversion work, GM and the US Department of Energy are restructuring a Domestic Manufacturing Conversion Grant awarded earlier. The money will now flow to Lansing Delta Township for future hybrid production rather than its original purpose.

The wider Lansing commitment exceeds $2bn. Of that, $1.25bn was announced earlier to prepare Lansing Grand River Assembly for future vehicle production.

GM global manufacturing senior vice president Mike Trevorrow said: "Lansing's strength starts with its people. Their skill and experience are why we continue to invest here."

He added: "We're building on what this team does well today while preparing for what customers will need in the years ahead. That means investing in our people, our facilities, and the ability to build a broad range of vehicles."

How does this fit GM's US capacity plans?

The Lansing work sits inside a broader capital programme. GM will spend about $9bn across its US manufacturing operations this year, plus more than $7bn on US research and development.

Over the past two years the company has confirmed investments at four sites and their supporting plants:

• Orion Assembly, Michigan
• Spring Hill Assembly, Tennessee
• Fairfax Assembly, Kansas
• Lansing Grand River Assembly, Michigan

When fully scaled, these commitments are expected to raise GM's domestic production beyond two million vehicles. That figure is a forecast, not a confirmed capacity plan, and GM has not published a date for reaching it.

Why is GM switching to Nasdaq?

GM will transfer its common stock, par value $0.01 per share, from the NYSE to the Nasdaq Global Select Market. The shares remain on the NYSE under the ticker "GM" until market close on 16 November 2026. Trading as a Nasdaq-listed company begins on 17 November 2026 under the same symbol.

GM said the Nasdaq listing would make the stock eligible for possible entry into the Nasdaq-100 Index. Shareholders who already hold the stock need do nothing; the transfer happens without action on their side.

What to watch next

Three dates and disclosures will settle whether the Lansing plan is firm. First, the nameplate and timing announcement for the hybrid programme, which GM has promised nearer to launch. Second, the final terms of the restructured Department of Energy grant. Third, the 17 November 2026 listing transfer — and any Nasdaq-100 index inclusion decision that follows it. The 2026 EBIT outcome against the narrowed $14.5bn–$15.5bn range will frame how much capital GM can keep directing at plants like Lansing Delta Township.