General Motors Company
GM - Insider Information
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+ FollowMarket Cap$74.2B
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Earnings Call Q3 2026
October 20, 2026 - AI Summary
Strong Q3 financial performance + record revenue
- Q3 revenue: $50B (+3% YoY) (record).
- Adjusted EBIT: $4.1B (+22% YoY); Adjusted EPS: $3.70 (+30% YoY).
- Cash: Adjusted automotive free cash flow (AAFCF): $5.9B (+$1.7B YoY).
- Company YTD capital returns: $6.3B buybacks completed prior authorization; $2.5B repurchased in Q3.
- North America margin: 8.7% (+2.5 pts YoY), returning within GM’s 8–10% target band after working through tariff impacts.
Capital returns acceleration (surprising bullish signal on buybacks)
- New $20B multi-year share repurchase authorization announced Oct. 20.
- Represents >25% of current market cap (board signaling confidence in cash generation despite headwinds).
- Share count reduction: GM stated down 37% since 2023; Q3 buybacks reduced diluted shares by ~27M to ~866M (about 9% below Q3 2025).
2026 guidance raised (but cash vs earnings influenced by EV settlement timing)
- Updated full-year 2026 outlook:
- Adjusted EBIT: $14.5B–$15.5B
- Adjusted EPS (diluted): $12.75–$13.75 (narrowed; benefit from buybacks)
- Capex: lower half of $10B–$12B range
- AAFCF: $11.5B–$12.5B (raised to reflect better-than-expected execution/timing)
- Key operating assumptions:
- U.S. SAAR: mid-16M units for full year.
- Q4 full-size pickup volume headwind: ~35k YoY due to changeover/launch; partially offset by pricing tailwinds.
- North America pricing tailwind: 0.5% for full year (expects most realized in Q4).
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$12.46
86.5% downside
Current Fair Value
86.5% downsideOvervalued by 86.5% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $74.20 Billion |
|---|---|
| Enterprise Value | $179.75 Billion |
| Annual dividend | $0.69 |
| Dividend yield | 0.79% |
| Earnings per Share | $3.33 |
| Beta | 1.4 |
| Outstanding Shares | 872,000,000 |
Return
| Return on Equity | 7.23% |
|---|---|
| Return on Assets | 1.57% |
| Return on Invested Capital | 2.63% |
Valuation & Multiples
| P/E Ratio | 19.77 |
|---|---|
| PEG | 13.07 |
| Price to Sales | 0.43 |
| Price to Book Ratio | 1.27 |
| Enterprise Value to Revenue | 0.96 |
| Enterprise Value to EBIT | 37.45 |
| Enterprise Value to Net Income | 39 |
| Total Debt to Enterprise | 0.72 |
| Debt to Equity | 2.05 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 20, 2026
EPS Estimate
$3.69
Consensus analyst estimateRevenue Estimate
$48.78 B
Consensus analyst estimateNext Earnings Call
Expected Date
January 26, 2027
EPS Estimate
$2.60
Consensus analyst estimateRevenue Estimate
$44.53 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 1.15, the ratio is above 1, so institutions hold more puts than calls. That is a more cautious stance.
| Put/Call Ratio | 1.1477▲ 59.47% |
|---|---|
| Total Calls | 76,238▼ 99.48% |
| Total Puts | 87,500▼ 98.93% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 3.79%▼ 79.33% |
|---|---|
| Total Invested | $2.67B▼ 95.47% |
| Investors Holding | 556▼ 1101.00% |
About General Motors Company
164,000 employees
CEO: Mary Barra
General Motors is a global company committed to delivering safer, better and more sustainable ways for people to get around. General Motors, its subsidiaries and its joint venture entities sell vehicles under the Chevrolet,Buick,GMC,Cadillac, Baojun and Wuling brands.