General Motors Company (GM) Earnings: Q3 2026 Results and Next Report Date

The quarter ended September 30, 2026 and General Motors published the results on October 20, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. General Motors reports EPS two ways: GAAP, under the accounting rules every US filer follows, and EPS-diluted-adjusted, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Segment rows exclude Corporate ($201 million of revenue in Q3 2026) and eliminations, so they do not add to the total.
• Net income is net income attributable to stockholders. Q3 2025 GAAP results included $1,592 million of EV strategic realignment charges and $300 million for legal matters tied to the former OnStar Smart Driver product.

Source: GM Q3 2026 results, October 20, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How General Motors splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• General Motors's GM North America (GMNA) revenue was $41.4 billion in Q3 2026, up 2% from $40.6 billion in Q3 2025, 83% of total revenue.
• General Motors's GM International (GMI) revenue was $4.1 billion in Q3 2026, up 12% from $3.6 billion in Q3 2025, 8% of total revenue.
• General Motors's GM Financial revenue was $4.3 billion in Q3 2026, down 1% from $4.3 billion in Q3 2025, 9% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 2026 release, General Motors said:

“The company is updating its full-year 2026 EBIT-adjusted guidance, narrowing the range.”

“The company expects net income attributable to stockholders to be $8.9 billion to $9.5 billion; Automotive operating cash flow to be $17.3 billion to $20.3 billion; and EPS-diluted to be $9.72 to $10.72 based on its updated guidance and the impact of adjustments recorded year to date.”

“These expected financial results do not include the potential impact of future adjustments related to special items.”

Source: GM Q3 2026 release, Oct 20, 2026.

This is the company's own guidance as of Oct 20, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the GM forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP revenue and diluted EPS, each as first reported in that quarter's release. GM's Q4 release prints fourth-quarter results, so no quarter here is derived.

General Motors's next report is scheduled for January 27, 2027. This page will show Q3 2026 until those results are out and have been checked against the release.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 20, 2026

General Motors had revenue of $50,015 million in Q3 2026, up 2.9% from $48,591 million. Automotive net sales and revenue were $45,706 million and GM Financial, its lending and leasing arm, contributed $4,309 million after eliminations. GM North America is most of the automotive business: $41,419 million, against $4,085 million for GM International. (GM Q3 2026 release, Oct 20, 2026)

GMNA revenue rose 2.1%. GM said higher wholesale volumes of full-size pickup trucks and crossovers drove the increase, partly offset by fewer mid-size pickups and vans, an unfavorable mix toward crossovers and unfavorable price from the timing of model year introductions. GMNA wholesales were 870 thousand vehicles, against 840 thousand. (GM Form 10-Q, Q3 2026, Oct 20, 2026; GM Q3 2026 release, Oct 20, 2026)

GMI revenue rose 12.1% to $4,085 million on higher wholesale volumes in South America, mainly crossovers and passenger cars in Brazil, and currency moves in the Brazilian real and Colombian peso. GM's sales in China run through its joint ventures, whose vehicle sales are not recorded in revenue; GM recorded $32 million of China equity income in the quarter, against $80 million. (GM Form 10-Q, Q3 2026, Oct 20, 2026)

In the United States GM sold 671 thousand vehicles for a 16.1% market share, against 16.8% a year earlier, and held 31.0% of the truck market. Fleet sales were 19.2% of total vehicle sales, against 16.7%. Over the first nine months, 27.6% of GM's wholesale volume came from outside the U.S. (GM Q3 2026 release, Oct 20, 2026)

GM Financial's total revenue was $4,312 million, against $4,337 million, and its EBT-adjusted fell to $668 million from $804 million. Its provision for loan losses rose to $340 million from $244 million. (GM Form 10-Q, Q3 2026, Oct 20, 2026)

General Motors reported EPS-diluted of $3.73 in Q3 2026, against $1.35, and EPS-diluted-adjusted of $3.70, against $2.80. The gap a year ago came from $1,933 million of adjustments, mostly $1,592 million of EV strategic realignment charges. In Q3 2026 adjustments were $238 million, all EV strategic realignment, worth $0.27 a share, and a $208 million tax benefit from changing a subsidiary's legal entity tax classification ($0.23 a share) was also excluded. (GM Q3 2026 release, Oct 20, 2026)

Buybacks have cut GM's share count sharply. Diluted weighted-average shares were 887 million, against 964 million a year earlier, and shares outstanding fell to 849 million at September 30, 2026 from 904 million at the end of 2025. GM repurchased 65 million shares for $5.3 billion in the first nine months, completed its $6.0 billion program and approved a new $20.0 billion authorization with no expiration date. (GM Q3 2026 release, Oct 20, 2026; GM Form 10-Q, Q3 2026, Oct 20, 2026)

EBIT-adjusted was $4,106 million, an 8.2% margin, against $3,376 million. GMNA EBIT-adjusted rose to $3,592 million, which GM attributed mainly to $0.9 billion lower warranty-related costs and $0.4 billion lower inventory adjustments, mostly EV-related. The effective tax rate was 14.3% and the ETR-adjusted 19.9%. (GM Q3 2026 release, Oct 20, 2026; GM Form 10-Q, Q3 2026, Oct 20, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

General Motors gives full-year guidance in its release and updates it each quarter. With Q3 2026 results it narrowed EBIT-adjusted guidance to $14.5 billion to $15.5 billion, from $14.0 billion to $16.0 billion, raised adjusted automotive free cash flow to $11.5 billion to $12.5 billion, from $9.5 billion to $11.5 billion, and set EPS-diluted-adjusted at $12.75 to $13.75, from $12.00 to $14.00. (GM Q3 2026 release, Oct 20, 2026)

On a GAAP basis GM expects net income attributable to stockholders of $8.9 billion to $9.5 billion and EPS-diluted of $9.72 to $10.72, excluding any future special items. In its 10-Q GM said it expects an ETR-adjusted of between 20% and 21% for 2026. (GM Q3 2026 release, Oct 20, 2026; GM Form 10-Q, Q3 2026, Oct 20, 2026)

A consensus figure is the average of the models published by the analysts who cover General Motors, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones General Motors's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning GM is on is GM a buy or a sell?, what analysts expect next is on the GM forecast, and what the company does is on the General Motors Company (GM) stock page.

Every number on this page can be traced to a document General Motors published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.