The fourth-quarter earnings season will give the megacaps an opportunity to lay out their 2026 spending visions and, in some cases, defend those plans.
UnitedHealth expects 2026 revenue to come in greater than $439 billion, which is a 2% year-over-year decline that reflects "right-sizing across the enterprise."
GM plans to record $7.1 billion in special charges for the fourth quarter of 2025 related to its pullback in electric vehicles and restructuring in China.