General Motors Company (GM) Earnings Call Transcripts

General Motors Company's Latest Earnings Call - September 15, 2026

In the third quarter of 2026, General Motors (GM) reported stronger-than-expected demand, leading to a revenue of $42.5 billion, up 10% year-over-year, and an earnings per share (EPS) of $2.50, beating estimates by $0.20. Management maintained guidance for 2027, projecting revenue growth and improved EBIT, despite acknowledging potential headwinds from tariffs and inflation. The company remains optimistic about its new truck platform and digital revenue streams, which are expected to contribute positively in the coming years.

Reported metrics

Guidance from management

Management maintained guidance for 2027, projecting revenue and EBIT growth despite potential headwinds from tariffs and inflation. They expressed confidence in their new truck platform and digital revenue streams.

What management said

That's great. And maybe just picking up there. You mentioned the third quarter has been stronger than you expected. SAAR has held up better. What does that mean? I think initially, you were expecting 3Q to look similar to 2Q. Has that changed at all versus your expectations? Just curious how the quarter is shaping up. And as we think about going to the fourth quarter, with the changeover happening, I think you had co...

Yes. Super Cruise is continuing to get better. We continue to use the data and improve it in terms of the ride quality and so on and expand the mileage et cetera. I think it's going to be that evolution over time and then ultimately bringing it to eyes-off, hands-off on the highway with the escalate-IQ. A lot of energy being directed at that because once you get that done, then the challenge becomes how do you integr...

What analysts pressed on

Analysts raised concerns about the impact of rising interest rates on consumer demand, particularly for higher-end vehicles. There were also questions regarding GM's ability to maintain pricing discipline amidst competitive pressures in the truck market.

Main topics on the call

• Stronger Consumer Demand — Management noted that 'the consumer has been remarkably resilient in the auto space,' with industry demand exceeding initial expectations for Q3. This resilience supports GM's pricing strategy and inventory management.
• Q4 Seasonal Weakness — Management indicated that Q4 is typically weaker due to seasonal factors, compounded this year by a changeover that will result in a loss of 'about 35,000 trucks.' This seasonal headwind is expected but is being managed ...
• 2027 Guidance — GM is guiding for revenue and EBIT growth in 2027, despite acknowledging 'some tariff uncertainty' and ongoing inflation. Management expressed confidence in controllable factors such as the new truck platform and digital...
• Warranty Improvements — Management highlighted a focus on warranty execution improvements, stating, 'our quality is not where we want it to be.' Efforts include predictive analytics and supply chain enhancements to minimize repair costs.

Read the full General Motors Company transcript (September 15, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 116 General Motors Company earnings call transcripts on record, spanning February 5, 2020 to September 15, 2026. Based on this history, General Motors Company reports quarterly. The most recent call on file is dated September 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

GM

Exchange

NYSE

Country

US

Sector

Consumer Discretionary

Industry

Automobiles

Calls on record

116

First call

February 5, 2020

Most recent

September 15, 2026

Reporting cadence

quarterly