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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for General Motors (GM) is 7/10.
Revenue declined 0.9% with adjusted EPS of $2.78 as GM navigated ongoing EV restructuring charges and Iran conflict-driven commodity cost inflation. Q1 EBIT of $4.3 billion surpassed expectations even after excluding a $500 million tariff adjustment, and full-size pickup leadership continued despite lean inventory. Management raised FY2026 EPS guidance from $11-$13 to $11.50-$13.50, a 4.2% midpoint increase, while OnStar digital services revenue grew over 20%.
Scored from General Motors’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $47.70B | +11.0% | $-1.53 | -196.2% | 10.2% | 3.2% | -6.2% | $-3.13B |
| FY2025 Q1 | $44.02B | +2.3% | $3.35 | +30.9% | 12.1% | 7.6% | 6.3% | $33M |
| FY2025 Q2 | $47.12B | -1.8% | $1.91 | -24.8% | 9.1% | 4.5% | 4.0% | $392M |
| FY2025 Q3 | $48.59B | -0.3% | $1.35 | -49.6% | 6.4% | 2.2% | 2.7% | $4.97B |
| FY2025 Q4 | $45.29B | -5.1% | $-3.60 | -135.3% | -2.5% | -8.1% | -7.3% | $5.68B |
| FY2026 Q1 | $43.62B | -0.9% | $2.84 | -15.2% | 11.5% | 6.7% | 6.0% | $1.44B |
| FY2026 Q2 | $48.03B | +1.9% | $1.39 | -27.2% | 7.6% | 3.0% | 2.7% | $4.41B |