| GM |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$3.32 vs. cons $3.13 |
MEDIUM |
| GM |
Report |
Revenue (Q2 2026) |
BEAT |
pred ~$46.60B vs. cons $45.96B |
MEDIUM |
| GM |
Report |
GM North America adjusted EBIT margin (Q2 2026) |
BEAT |
pred ~8.4% vs. cons 8.2% |
LOW |
| GM |
Guide |
Adjusted EBIT guidance |
LOWER |
guide ~$14.5B midpoint vs. cons $14.7B (FY2026) |
MEDIUM |
| GM |
Guide |
Adjusted EPS guidance |
LOWER |
guide ~$12.50 midpoint vs. cons $12.85 (FY2026) |
MEDIUM |
| GM |
Guide |
Adjusted automotive free cash flow guidance |
LOWER |
guide ~$10.0B midpoint vs. cons $10.18B (FY2026) |
MEDIUM |
| GM |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.2% |
— |
MEDIUM |
| GM |
Return |
5-day cumulative residual |
+0.7% (FADE) |
A Q2 operating beat should drive the initial gain, but reiterated FY2026 guidance of ~$12.50 adjusted EPS versus consensus $12.85 implies the beat is absorbed by second-half commodity, tariff and launch costs; negative out-period estimate revisions should fade most of the day-1 move. |
MEDIUM |