The arithmetic of General Motors’ electrification strategy from 2016 to 2026 reveals a statistical collapse of stated objectives against realized output. Executive leadership formally codified a production target that would define the company’s decade. The metric was precise. The timeline was explicit. In 2022, CEO Mary Barra and the senior leadership team projected North American electric vehicle production capacity would reach 1 million units annually by the end of 2025. This figure was not a marketing aspiration. It was the foundational integer for the company’s capital expenditure planning and stock valuation models.

February 2026 offers the retrospective clarity required to audit this target. Operational data confirms that General Motors did not achieve 1 million units of EV capacity in North America. The automaker did not achieve 500,000 units. Production audits and delivery reports indicate that the 2025 full-year volume hovered near 260,000 units. This represents a volume deficit of approximately 74 percent. The variance between the investor-facing guidance and the factory-floor reality is not a margin of error. It is a structural invalidation of the operational roadmap presented to Wall Street.