GMGeneral Motors Company
General Motors Company (GM) sells cars, trucks, and commercial vehicles, with a focus on electrification and autonomous driving. The next catalyst is Oct 1, 2026 — Ford Drops 4% as Bronco Pick, which will test GM’s ability to maintain market share in the rugged-terrain pickup segment amid Ford’s aggressive pricing and product launches.
- GM’s revenue in 2026 was $170.24B, with a net margin of 4.2% and free cash flow of $30.29B (TTM).
- Debt-to-equity ratio stands at 2.15x, reflecting a leveraged balance sheet.
- Shareholders’ equity is $61.12B, with diluted EPS of $1.41.
The schedule
- Thu1Oct
This event will test the market's reaction to Ford's Bronco pick, which could influence investor sentiment toward GM's own truck and SUV models.
- Tue20Oct
This earnings report will test GM's ability to meet revenue and margin expectations amid rising input costs and competitive pressure from EVs. The outcome will also highlight the effectiveness of recent capital return initiatives.
- Tue27Apr
This report will assess GM's progress in scaling its EV business and managing the transition from traditional vehicles to electric models.
- Tue20Jul
This report will test GM's ability to sustain its EV growth and navigate potential supply chain bottlenecks in the second half of the year.
- Tue19Oct
Past
- Tue21Jul
Actual outcome: Mixed · $82.64 at outcome
GM met Q2 EPS expectations at $2.84, and the stock rose 3.9% through the outcome date, eventually surpassing the $87.50 bull target. The post-earnings rally was fueled by upbeat results that prompted analyst upgrades, including Jefferies raising its price target to $99 due to growing confidence in the automaker's long-term earnings and stronger free cash flow generation.
GM met Q2 EPS expectations at $2.84, and the stock rose 3.9% through the outcome date, eventually surpassing the $87.50 bull target. The post-earnings rally was fueled by upbeat results that prompted analyst upgrades, including Jefferies raising its price target to $99 due to growing confidence in the automaker's long-term earnings and stronger free cash flow generation.
- Thu30Apr
Actual outcome: Bear · $78.41 at outcome
GM did not deliver a clear earnings upside here: Q1 EPS came in exactly at estimates (-3.6 vs. -3.6), so there was no true beat on the headline number. While management did raise FY2026 adjusted EBIT guidance to $13.5B-$15.5B and highlighted bright spots like connected services, the stock still slipped below the bear floor as investors focused on broader margin/tariff and macro pressure in autos rather than celebrating the in-line EPS print.
GM did not deliver a clear earnings upside here: Q1 EPS came in exactly at estimates (-3.6 vs. -3.6), so there was no true beat on the headline number. While management did raise FY2026 adjusted EBIT guidance to $13.5B-$15.5B and highlighted bright spots like connected services, the stock still slipped below the bear floor as investors focused on broader margin/tariff and macro pressure in autos rather than celebrating the in-line EPS print.
- Tue27Jan
Actual outcome: Bull · $85.71 at outcome
GM delivered a significant Q4 EPS beat ($2.51 vs $2.26 estimate) and, crucially, announced a substantial $6 billion share buyback authorization and a dividend increase. Although revenue missed, the market prioritized the strong core profitability and the aggressive capital return strategy, which signaled confidence in future free cash flow and drove the stock past the bull target.
GM delivered a significant Q4 EPS beat ($2.51 vs $2.26 estimate) and, crucially, announced a substantial $6 billion share buyback authorization and a dividend increase. Although revenue missed, the market prioritized the strong core profitability and the aggressive capital return strategy, which signaled confidence in future free cash flow and drove the stock past the bull target.
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