General Motors and Ford have slogged through a tough first half of 2026, but both are optimistic about the second half of the year, raising their earnings expectations for the year and the reason for their glasses being half full can be summed up in one word: trucks. Detroit’s automakers are the leaders in highly profitable full-size pickup sales arena and both are expecting to see truck sales to jump in the final six months of year. They’re expecting those sales to be “resilient” enough, according to GM CFO Paul Jacobson that each company revised their full year earnings numbers upward — each for the second time this year. GM raised its full-year 2026 EBIT-adjusted guidance to range between $14 billion and $16 billion, up $500 million at both ends. Ford raised its full-year forecast from $8.5 billion to $10.5 billion to $10 billion to $11 billion in earnings before interest and taxes and adjusted free cash flow to $6 billion to $7 billion from $5 billion to $6 billion.