| GM |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$3.23 vs. cons $3.14 |
MEDIUM |
| GM |
Report |
Revenue |
BEAT |
pred ~$47.65B vs. cons $46.81B |
MEDIUM |
| GM |
Report |
GM North America EBIT-adjusted |
BEAT |
pred ~$3.75B vs. cons $3.65B |
MEDIUM |
| GM |
Guide |
FY26 EBIT-adjusted |
UNCHANGED |
guide ~$14.50B midpoint vs. cons $14.60B (FY26) |
MEDIUM |
| GM |
Guide |
FY26 adjusted automotive free cash flow |
UNCHANGED |
guide ~$10.00B midpoint vs. cons $10.00B (FY26) |
MEDIUM |
| GM |
Guide |
FY26 GMNA EBIT-adjusted margin |
UNCHANGED |
guide ~9.00% midpoint vs. cons 9.10% (FY26) |
MEDIUM |
| GM |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| GM |
Return |
5-day cumulative residual |
+1.0% (FADE) |
A ~$3.23 EPS beat versus $3.14 and solid ~$3.75B GMNA EBIT should support an initial move, but unchanged ~$14.50B FY26 EBIT midpoint versus ~$14.60B consensus leaves limited out-period estimate upside; tariff, commodity and 2H cash-flow-risk debate should pull the initial gain back. |
MEDIUM |