General Motors Company
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+ FollowMarket Cap$31.83B
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Earnings Call Q3 2026
October 20, 2026 - AI Summary
Strong Q3 profitability + cash generation (good)
- Revenue: $50B, +3% YoY (record quarter)
- Adjusted EBIT: $4.1B, +22% YoY
- Adjusted EPS (diluted): $10.97 (full 3Q-year figure referenced by CEO), up >35% YoY; also cited $3.70 adjusted EPS for the quarter (+30%+ YoY)
- Adjusted automotive free cash flow (3Q): $5.9B, +~$1.7B YoY
- North America margin: 8.7%, up 2.5 pts YoY (back within the 8–10% target band)
Updated 2026 guidance raised at the cash line (good)
- 2026 adjusted EBIT: $14.5B–$15.5B (vs prior $14B–$16B)
- 2026 adjusted EPS (diluted): $12.75–$13.75 (narrowed; higher buyback impact)
- Capex: low end of $10B–$12B range (implies improved cash)
- 2026 adjusted auto FCF: $11.5B–$12.5B (up from $9.5B–$11.5B previously)
- Key assumption: pricing and warranty improvements continue, but macro cost pressures are real
EV cost reset largely done, but still not fully “over” (surprising/neutral)
- Company says it substantially completed expected material cash EV charges from aligning capacity/footprint with regulatory change
- Additional 3Q cash EV charges: $0.2B
- Total cash charges since 1H 2025: $7.4B incurred, $4.6B paid to date ($4.2B paid in 2026)
- Remaining payment schedule: ~$1B in 4Q 2026, remainder in calendar 2027
- Net effect forecast: free cash flow available to return to shareholders in 2027 should get a “step-down” benefit as supplier settlement payments fall
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Share Statistics
| Market cap | $31.83 Billion |
|---|---|
| Enterprise Value | $137.38 Billion |
| Annual dividend | $0.52 |
| Dividend yield | 0.91% |
| Earnings per Share | $3.33 |
| Beta | 1.41 |
| 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 | 17.18 |
|---|---|
| PEG | 11.35 |
| Price to Sales | 0.17 |
| Price to Book Ratio | 0.5 |
| Enterprise Value to Revenue | 0.73 |
| Enterprise Value to EBIT | 28.62 |
| Enterprise Value to Net Income | 30 |
| Total Debt to Enterprise | 0.94 |
| Debt to Equity | 2.05 |
Revenue Sources
No data
Last Earnings Call
Report Date
July 21, 2026
EPS Estimate
$2.58
Consensus analyst estimateRevenue Estimate
$38.00 B
Consensus analyst estimateInstitutional Sentiment (Put/Call)
No data available for the latest quarter.
Institutional Ownership
No data available for the latest quarter.
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.