General Motors Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | $2.61 |
| EPS actual | $3.70 |
| EPS Surprise | 41.76% |
| Revenue estimate | 43.505B |
| Revenue actual | 43.624B |
| Revenue Surprise | 0.273% |
| Release date | Jan 27, 2026 |
| EPS estimate | $2.26 |
| EPS actual | $2.51 |
| EPS Surprise | 11.06% |
| Revenue estimate | 46.096B |
| Revenue actual | 45.287B |
| Revenue Surprise | -1.75% |
| Release date | Oct 21, 2025 |
| EPS estimate | $2.29 |
| EPS actual | $2.80 |
| EPS Surprise | 22.27% |
| Revenue estimate | 45.037B |
| Revenue actual | 48.591B |
| Revenue Surprise | 7.89% |
| Release date | Jul 22, 2025 |
| EPS estimate | $2.34 |
| EPS actual | $2.53 |
| EPS Surprise | 8.12% |
| Revenue estimate | 45.995B |
| Revenue actual | 47.121B |
| Revenue Surprise | 2.45% |
Last 4 Quarters for General Motors
Below you can see how GM performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 22, 2025 |
| Price on release | $48.89 |
| EPS estimate | $2.34 |
| EPS actual | $2.53 |
| EPS surprise | 8.12% |
| Date | Price |
|---|---|
| Jul 16, 2025 | $53.18 |
| Jul 17, 2025 | $53.21 |
| Jul 18, 2025 | $53.22 |
| Jul 21, 2025 | $53.21 |
| Jul 22, 2025 | $48.89 |
| Jul 23, 2025 | $53.13 |
| Jul 24, 2025 | $52.34 |
| Jul 25, 2025 | $53.40 |
| Jul 28, 2025 | $53.45 |
| 4 days before | -8.07% |
| 4 days after | 9.33% |
| On release day | 8.67% |
| Change in period | 0.508% |
| Release date | Oct 21, 2025 |
| Price on release | $66.62 |
| EPS estimate | $2.29 |
| EPS actual | $2.80 |
| EPS surprise | 22.27% |
| Date | Price |
|---|---|
| Oct 15, 2025 | $57.80 |
| Oct 16, 2025 | $57.34 |
| Oct 17, 2025 | $58.38 |
| Oct 20, 2025 | $58.00 |
| Oct 21, 2025 | $66.62 |
| Oct 22, 2025 | $67.31 |
| Oct 23, 2025 | $66.85 |
| Oct 24, 2025 | $69.66 |
| Oct 27, 2025 | $69.38 |
| 4 days before | 15.26% |
| 4 days after | 4.14% |
| On release day | 1.04% |
| Change in period | 20.03% |
| Release date | Jan 27, 2026 |
| Price on release | $86.38 |
| EPS estimate | $2.26 |
| EPS actual | $2.51 |
| EPS surprise | 11.06% |
| Date | Price |
|---|---|
| Jan 21, 2026 | $80.93 |
| Jan 22, 2026 | $81.14 |
| Jan 23, 2026 | $79.68 |
| Jan 26, 2026 | $79.43 |
| Jan 27, 2026 | $86.38 |
| Jan 28, 2026 | $84.90 |
| Jan 29, 2026 | $86.26 |
| Jan 30, 2026 | $84.00 |
| Feb 02, 2026 | $84.27 |
| 4 days before | 6.73% |
| 4 days after | -2.44% |
| On release day | -1.71% |
| Change in period | 4.13% |
| Release date | Apr 28, 2026 |
| Price on release | $78.94 |
| EPS estimate | $2.61 |
| EPS actual | $3.70 |
| EPS surprise | 41.76% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $79.00 |
| Apr 23, 2026 | $78.52 |
| Apr 24, 2026 | $78.05 |
| Apr 27, 2026 | $77.96 |
| Apr 28, 2026 | $78.94 |
| Apr 29, 2026 | $76.62 |
| Apr 30, 2026 | $76.89 |
| May 01, 2026 | $75.77 |
| May 04, 2026 | $75.70 |
| 4 days before | -0.0759% |
| 4 days after | -4.10% |
| On release day | -2.94% |
| Change in period | -4.18% |
General Motors Earnings Call Transcript Summary of Q1 2026
GM delivered a strong Q1 2026 driven by disciplined execution across its ICE and EV portfolios, digital services growth, and cost management. North America achieved a 10.1% EBIT-adjusted margin in the quarter (netting to 8.6% after a 1.5-point tariff accounting benefit). Company highlights include: sixth consecutive profitable quarter in China, continued leadership in U.S. full‑size pickups (42% market share) and fleet sales, #2 EV share in the U.S. with EV share rising to ~13% at quarter end, and rapid growth in digital services (OnStar/Super Cruise). Management raised full‑year EBIT‑adjusted guidance by $500 million to $13.5B–$15.5B and adjusted EPS guidance to $11.50–$13.50, but warned of elevated and uncertain commodity/logistics costs driven by the Iran conflict. GM recorded additional EV‑related charges in Q1 (~$1.1B, with about $1B expected to have future cash impact) and is actively resolving supplier claims and rightsizing its battery footprint. OnStar/digital services are scaling: Q1 recognized revenue >$750M (+20% YoY), deferred revenue at $5.8B, and management expects ~$3.1B recognized revenue for the year and ~13M subscribers by year‑end. Capital allocation remains balanced: $800M of buybacks in Q1, $19B cash on hand, $5.5B remaining repurchase authorization, and auto free cash flow guidance maintained at $9B–$11B (second‑half weighted). Key near‑term risks: duration/impact of the Iran conflict on commodity, logistics and freight costs, and EV market stabilization. Management emphasizes measured cost mitigation, inventory rebuilding for key products, and continued investment in software, autonomy and product refreshes (notably next‑gen full‑size pickups).
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