General Motors (GM) Research | Aerarium Research

Forward Estimates

EPS Estimates

Current Qtr

$3.19

$2.40$3.51

vs $2.53+26.2%

17 analysts

Next Qtr

$3.27

$2.85$3.67

vs $2.80+16.8%

17 analysts

Current Yr

$12.88

$11.92$13.85

vs $10.60+21.5%

23 analysts

Next Yr

$14.08

$10.75$15.75

vs $12.88+9.3%

25 analysts

Revenue Estimates

Current Qtr

$46.94B

$45.06B$48.63B

vs $47.12B-0.4%

16 analysts

Next Qtr

$48.35B

$45.10B$50.63B

vs $48.59B-0.5%

16 analysts

Current Yr

$185.96B

$180.73B$191.94B

vs $185.02B+0.5%

20 analysts

Next Yr

$191.33B

$184.96B$204.82B

vs $185.96B+2.9%

20 analysts

SEC filings →

View all 10-K, 10-Q, and 8-K filings for GM on EDGAR.

GM filing events and research context
Filed	Item	Context
Apr 28, 2026	mda_quarterly	General Motors reported Q1 2026 total net sales and revenue of $43.6 billion, a slight decrease from $44.0 billion in the prior-year period, with net income attributable to stockholders falling to $2.6 billion. A central strategic driver is the ongoing realignment of electric vehicle (EV) capacity and manufacturing footprints in response to slowing North American demand and shifting U.S. regulatory policies, including the repeal of greenhouse gas regulations. This realignment resulted in $1.1 billion in charges during the quarter and an anticipated $1.0 billion impairment of acquired emissions credits. In GM North America, EBIT-adjusted margins improved to 10.1% despite a 5.2% decline in industry sales. Conversely, GM International faced headwinds in China, where industry sales dropped 12.9% and GM’s market share fell to 6.9%. The company is also transitioning its autonomous driving strategy from Cruise robotaxis to personal vehicle technology. Significant financial risks include a dynamic tariff environment, with estimated 2026 EBIT-adjusted impacts between $2.5 billion and $3.5 billion, and ongoing litigation regarding airbag inflators and consumer privacy. Capital allocation remains focused on a $6.3 billion share repurchase program and increased dividends.
Jan 27, 2026	business	General Motors maintains a diversified liquidity framework consisting of five-year, three-year, and 364-day revolving credit agreements, with JPMorgan Chase Bank acting as administrative agent and Citibank as syndication agent. The company's organizational structure includes General Motors Financial Company, Inc., and it maintains a strategic Master Agreement with Peugeot S.A. Corporate leadership is directed by Chair and CEO Mary Barra and CFO Paul Jacobson. The company's operational governance is guided by a "Winning with Integrity" Code of Conduct, an Amended and Restated Insider Trading Policy, and a Policy on Recoupment of Incentive Compensation. Financial reporting is audited by Ernst & Young LLP and delivered via Inline XBRL, covering consolidated income statements, balance sheets, and statements of cash flows.
Jan 27, 2026	mda	GM leverages high-margin internal combustion engine (ICE) full-size trucks and SUVs to fund its transition toward electric vehicles (EVs), hybrids, and personal autonomous vehicle (AV) technology. Due to slowing North American EV demand, the company executed a strategic capacity realignment in 2025, incurring $7.9 billion in charges. Simultaneously, GM refocused its AV strategy, winding down Cruise robotaxi operations to prioritize personal autonomous systems. For 2026, GM projects EBIT-adjusted between $13.0 billion and $15.0 billion and diluted-adjusted EPS between $11.00 and $13.00. Significant headwinds include a dynamic tariff environment, which reduced 2025 EBIT-adjusted by $3.1 billion, with estimated 2026 impacts between $3.0 billion and $4.0 billion. In China, intense competition and restructuring efforts led to a $0.3 billion equity loss in 2025. Regulatory risks persist as GM navigates the One Big Beautiful Bill Act and evolving EPA and NHTSA emissions and fuel economy standards. The company is prioritizing a resilient North American supply chain and battery production via Ultium Cells to mitigate geopolitical risks. GM Financial remains a key sales driver, maintaining 33% penetration of U.S. retail sales in 2025.

Filed

Item

Context

Apr 28, 2026

mda_quarterly

General Motors reported Q1 2026 total net sales and revenue of $43.6 billion, a slight decrease from $44.0 billion in the prior-year period, with net income attributable to stockholders falling to $2.6 billion. A central strategic driver is the ongoing realignment of electric vehicle (EV) capacity and manufacturing footprints in response to slowing North American demand and shifting U.S. regulatory policies, including the repeal of greenhouse gas regulations. This realignment resulted in $1.1 billion in charges during the quarter and an anticipated $1.0 billion impairment of acquired emissions credits. In GM North America, EBIT-adjusted margins improved to 10.1% despite a 5.2% decline in industry sales. Conversely, GM International faced headwinds in China, where industry sales dropped 12.9% and GM’s market share fell to 6.9%. The company is also transitioning its autonomous driving strategy from Cruise robotaxis to personal vehicle technology. Significant financial risks include a dynamic tariff environment, with estimated 2026 EBIT-adjusted impacts between $2.5 billion and $3.5 billion, and ongoing litigation regarding airbag inflators and consumer privacy. Capital allocation remains focused on a $6.3 billion share repurchase program and increased dividends.

Jan 27, 2026

business

General Motors maintains a diversified liquidity framework consisting of five-year, three-year, and 364-day revolving credit agreements, with JPMorgan Chase Bank acting as administrative agent and Citibank as syndication agent. The company's organizational structure includes General Motors Financial Company, Inc., and it maintains a strategic Master Agreement with Peugeot S.A. Corporate leadership is directed by Chair and CEO Mary Barra and CFO Paul Jacobson. The company's operational governance is guided by a "Winning with Integrity" Code of Conduct, an Amended and Restated Insider Trading Policy, and a Policy on Recoupment of Incentive Compensation. Financial reporting is audited by Ernst & Young LLP and delivered via Inline XBRL, covering consolidated income statements, balance sheets, and statements of cash flows.

Jan 27, 2026

mda

GM leverages high-margin internal combustion engine (ICE) full-size trucks and SUVs to fund its transition toward electric vehicles (EVs), hybrids, and personal autonomous vehicle (AV) technology. Due to slowing North American EV demand, the company executed a strategic capacity realignment in 2025, incurring $7.9 billion in charges. Simultaneously, GM refocused its AV strategy, winding down Cruise robotaxi operations to prioritize personal autonomous systems. For 2026, GM projects EBIT-adjusted between $13.0 billion and $15.0 billion and diluted-adjusted EPS between $11.00 and $13.00. Significant headwinds include a dynamic tariff environment, which reduced 2025 EBIT-adjusted by $3.1 billion, with estimated 2026 impacts between $3.0 billion and $4.0 billion. In China, intense competition and restructuring efforts led to a $0.3 billion equity loss in 2025. Regulatory risks persist as GM navigates the One Big Beautiful Bill Act and evolving EPA and NHTSA emissions and fuel economy standards. The company is prioritizing a resilient North American supply chain and battery production via Ultium Cells to mitigate geopolitical risks. GM Financial remains a key sales driver, maintaining 33% penetration of U.S. retail sales in 2025.

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GM filing events and research context

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