| GM |
Report |
Adjusted EPS |
BEAT |
pred ~$3.35 vs. cons $3.13 |
MEDIUM |
| GM |
Report |
Total Revenue |
MISS |
pred ~$45.6B vs. cons $46.56B |
MEDIUM |
| GM |
Report |
North America EBIT-adjusted margin |
MISS |
pred ~9.0% vs. cons ~9.6% |
MEDIUM |
| GM |
Guide |
FY2026 EBIT-adjusted guidance |
UNCHANGED |
guide ~$14.5B (midpoint of $13.5-15.5B) vs. cons ~$14.5B (FY2026) |
MEDIUM |
| GM |
Guide |
FY2026 Adjusted EPS guidance |
UNCHANGED |
guide ~$12.50 (midpoint of $11.50-13.50) vs. cons ~$12.50 (FY2026) |
MEDIUM |
| GM |
Guide |
FY2026 Digital/software revenue target |
UNCHANGED |
guide ~$3.1B vs. cons ~$3.1B (FY2026) |
LOW |
| GM |
Guide |
Gross tariff cost outlook |
UNCHANGED |
guide ~$3.0B (midpoint of $2.5-3.5B) vs. cons ~$3.0B (FY2026) |
MEDIUM |
| GM |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| GM |
Return |
5-day cumulative residual |
+0.5% (FADE) |
GM's beat magnitude has decelerated each of the last three quarters (~+15% stock reaction in Q3'25, ~+9% in Q4'25, ~+5.5% in Q1'26), showing the market is increasingly pricing in outperformance ex-ante; with full-year EBIT-adjusted guidance likely held at $13.5-15.5B rather than raised again (tariff relief already captured in the Q1 update) and management flagging a truck-changeover volume headwind and continued EV-sourced unit declines for H2, sell-side is likely to trim back-half volume/mix assumptions even after a Q2 beat, causing an initial pop to fade over the week as analysts publish more conservative Q3/Q4 models. |
MEDIUM |