
• Reported GAAP EPS of $2.87 down -15.59% YoY • Reported revenue of $43.62B down -0.90% YoY • General Motors is raising its full-year 2026 EBIT adjusted guidance to $13.5 billion - $15.5 billion and EPS-diluted-adjusted to $11.50 - $13.50, reflecting a favorable adjustment from a U.S. Supreme Court decision.
Bullish
General Motors raised its full-year 2026 EBIT-adjusted and EPS-diluted-adjusted guidance due to a favorable tariff adjustment, alongside strong Q1 EBIT-adjusted and adjusted automotive free cash flow growth.
Bearish
General Motors faced Q1 revenue and automotive operating cash flow declines, with revenue down 0.9% and cash flow down 77.8%, coupled with market share decreases in both the U.S. and China.