General Motors Company (GM) earnings on July 21, 2026
More General Motors Company earnings
Prior outlook: Optimistic Outcome: Accurate
The stock jumped and closed 5% higher after the company released earnings that were stronger than many expected.
GM price around the earnings
79.52
Change: +4.9%
2026-07-21, 20:00 UTC
Start of the measured window
End of the measured window
72.68
75.15
77.62
80.09
75.80
July 21, 2026
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- End of the measured window
- Market open
- Starting price
Prior thesis
Prior outlook: Optimistic Outcome: Accurate
- Thesis published
- Results released
100% earnings beat rate with strong recovery trajectory, but negative 30d trend strength and EV sector headwinds create mixed setup.
Context analyzed before publication
- Trend
- Recent price trajectory shows significant recovery from prior declines, indicating positive trend strength into earnings.
Analysts
Evidence
- Analyst moves in the last 60 days
- 5
- Strong buy: 7
- Buy: 13
- Hold: 5
- Sell: 1
- Strong sell: 1
- Strong buy
- 7
- Buy
- 13
- Hold
- 5
- Sell
- 1
- Strong sell
- 1
- July 13, 2026 · RBC Capital: Maintains rating (Outperform → Outperform)
- July 8, 2026 · JP Morgan: Maintains rating (Overweight → Overweight)
- June 25, 2026 · Wells Fargo: Maintains rating (Underweight → Underweight)
- June 11, 2026 · RBC Capital: Reiterates rating (Outperform → Outperform)
- June 1, 2026 · Citigroup: Maintains rating (Buy → Buy)
News and sentiment
Evidence
Sentiment
- Sentiment
- Neutral
- Mention volume
- Low
- Normalized volume
- 33%
News
Sources (3)
- 3M, General Motors And 3 Stocks To Watch Heading Into Tuesday (opens in a new tab) — Benzinga
- General Motors Q2 Preview: Stock Outperforming Tesla by More Than 2x — Will Earnings Fuel the Trend? (opens in a new tab) — Benzinga
- General Motors Likely To Report Higher Q2 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call (opens in a new tab) — Benzinga
Technicals
Evidence
- Average true range (ATR)
- 2.3%
- Distance to 52-week high
- -11.8%
- 14-day change (14d)
- -2.0%
- 30-day change (30d)
- -8.9%
- 30-day relative strength
- -8.9%
- Benchmark change (0d)
- +0.0%
- Nearest support
- 75.14
- Nearest resistance
- 76.09
- Volume accumulation ratio (14d / 46d)
- 0.64
Trends
Evidence
- Average earnings surprise
- +18.4%
- April 28, 2026: actual EPS 3.7 vs estimate 2.64 (surprise +40.2%)
- January 27, 2026: actual EPS 2.51 vs estimate 2.27 (surprise +10.7%)
- October 21, 2025: actual EPS 2.8 vs estimate 2.32 (surprise +20.6%)
- July 22, 2025: actual EPS 2.53 vs estimate 2.48 (surprise +2.1%)
Expected move
There is no implied-move data available for this event.
Reactions over its last 20 earnings
- Median move
- 4.9%
- 75th percentile move
- 8.5%
- 90th percentile move
- 9.2%
- Up / down moves
- 9 / 11
- Average up move
- +6.7%
- Average down move
- -4.8%
Monitoring and close
What General Motors Company reported
- Status
- Finished
| Actual EPS | 3.57 |
|---|---|
| EPS estimate | 3.2 |
| EPS surprise | +11.6% |
| Revenue | $48,026 million |
| Revenue estimate | $47,011 million |
| Revenue surprise | +2.2% |
GM beats Q2 estimates, raises guidance. Announces new gas-powered Cadillacs, signaling a pullback from EVs.
Sources (50)
- General Motors Co (GM) Q2 2026 Earnings Call Highlights: Strong North American Performance and ... (opens in a new tab) — GuruFocus.com
- GM Raises Outlook After Q2 Beat (opens in a new tab) — GuruFocus.com
- GM Boosts 2026 Outlook on Premium Pricing for Big Trucks (opens in a new tab) — Bloomberg
- Auto & Transport Roundup: Market Talk (opens in a new tab) — The Wall Street Journal
- Canada autoworker union sets date with GM to begin contract talks (opens in a new tab) — Detroit Free Press
- GM Just Posted Record First-Half Earnings, Recently Repurchased 35% of Its Shares, and Still Trades Below 6x Earnings (opens in a new tab) — 24/7 Wall St.
- GM Raises Full-Year Outlook, Says Demand Remains Strong (opens in a new tab) — The Wall Street Journal
- Americans Still Want Big Trucks, and General Motors Says Demand Isn't Slowing (opens in a new tab) — Benzinga
- Q2 Earnings Pick Up Steam: GM, MMM, DHI & More (opens in a new tab) — Zacks
- Trump imposes 50% tariffs on Canada: Markets are accustomed to 'heavy hand' tactic (opens in a new tab) — Yahoo
- General Motors, Unifor To Start Contract Discussions On Aug. 10 (opens in a new tab) — Benzinga
- Unifor to commence negotiations with General Motors (opens in a new tab) — Yahoo
- GM Q2 Earnings Beat on Pricing and Cost Discipline, '26 View Raised (opens in a new tab) — Zacks
- Dow Surges 300 Points; General Motors Posts Upbeat Earnings (opens in a new tab) — Benzinga
- General Motors Q2 Earnings Call Highlights (opens in a new tab) — MarketBeat
- General Motors Reports Q2 2026 Results: Full Earnings Call Transcript (opens in a new tab) — Benzinga
- General Motors Company (GM) Q2 2026 Earnings Call Transcript (opens in a new tab) — SeekingAlpha
- GM earnings & outlook impressed, thanks to lower tariffs. But don't get too comfortable. (opens in a new tab) — Yahoo Finance Video
- General Motors Sells Fewer, But More Profitable Cars (opens in a new tab) — The Wall Street Journal
- Cadillac Is America’s Worst Luxury Brand, By Far (opens in a new tab) — 24/7 Wall St.
- General Motors boosts 2026 outlook as North America margins surge (opens in a new tab) — Proactive
- General Motors Raises 2026 Earnings Outlook as Second-Quarter Revenue Tops Expectations (opens in a new tab) — MT Newswires
- General Motors (GM) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates (opens in a new tab) — Zacks
- GM CFO Paul Jacobson Says We Believe Co Can Grow Revenue, Margins, EBIT And Cash Flow Next Year (opens in a new tab) — Benzinga
- GM CFO Paul Jacobson Says Co Has Completed Material Cash Charges To Align EV Capacity; Wholesales In The Middle East Were Impacted By Shipping Disruptions; Saw A $600M YoY Pricing Benefit In First Half Of 2026 (opens in a new tab) — Benzinga
- GM CFO Paul Jacobson Says Co Has Recorded $10.9B Of EV-Related Charges Since Q2 2025, Co Has Paid $4.5B On EV-Related Charges (opens in a new tab) — Benzinga
- GM CEO Mary Barra Says Next Gen Silverado, Sierra Pickup Trucks Coming To Showrooms In December; Defense Revenue To Grow To Almost $700M In 2026; GM Defense Revenue To Grow On Average Of 30% Annually For Next Several Years (opens in a new tab) — Benzinga
- Nasdaq jumps as tech stocks revive, GM and 3M deliver earnings beats (opens in a new tab) — Yahoo
- GM Raises Guidance but Cuts Its Net Income Forecast Again (opens in a new tab) — GuruFocus.com
- Stock Market Today: Dow Rises As GM Surges On Earnings Report; Marvell, Micron, Sandisk Rally (Live Coverage) (opens in a new tab) — Investor's Business Daily
- General Motors lifts 2026 outlook despite hit from electric retreat (opens in a new tab) — AFP
- GM’s Secret Weapon: Fewer Shares and Stronger Earnings (opens in a new tab) — Barrons.com
- General Motors (GM) Q2 Earnings and Revenues Beat Estimates (opens in a new tab) — Zacks
- GM Raises Full-Year Outlook as Customer Demand Remains Strong (opens in a new tab) — The Wall Street Journal
- Stock Market Today: Sandisk, Micron, AMD Jump As AI Rebounds; GM, 3M Lead Earnings Movers (opens in a new tab) — Investor's Business Daily
- GM raises 2026 guidance after second-quarter earnings top expectations (GM) (opens in a new tab) — InvestorsHub
- General Motors’s (NYSE:GM) Q2 CY2026 Sales Beat Estimates (opens in a new tab) — StockStory
- General Motors (NYSE:GM) Posts Profit Beat and Raises Guidance Amid Headwinds (opens in a new tab) — ChartMill
- General Motors Q2 2026 earnings beat, raises full-year guidance (opens in a new tab) — Quartz
- GM beats second-quarter estimates, raises full-year guidance (opens in a new tab) — Investing.com
- General Motors reports stronger than expected Q2 results, raises guidance (opens in a new tab) — Detroit Free Press
- GM Posts Earnings Beat and Raises Guidance. The Stock Is Falling. (opens in a new tab) — Barrons.com
- Stocks to Watch: GM, BAE Systems, Novartis, Swatch (opens in a new tab) — The Wall Street Journal
- General Motors Lowers FY2026 GAAP EPS Guidance from $10.62-$12.62 to $8.98-$10.98 vs $10.80 Est (opens in a new tab) — Benzinga
- General Motors Company 2026 Q2 - Results - Earnings Call Presentation (opens in a new tab) — SeekingAlpha
- General Motors Raises FY2026 Adj EPS Guidance from $11.50-$13.50 to $12.00-$14.00 vs $12.76 Est (opens in a new tab) — Benzinga
- General Motors Q2 Adj. EPS $3.57 Beats $3.20 Estimate, Sales $48.026B Beat $47.011B Estimate (opens in a new tab) — Benzinga
- GM releases 2026 second-quarter results, raises full-year 2026 guidance and declares quarterly dividend (opens in a new tab) — Yahoo
- GM announces new gas-powered Cadillac vehicles amid EV pullback (opens in a new tab) — CNBC
- Stocks to Watch: GM, Novartis, Swatch, Micron (opens in a new tab) — The Wall Street Journal
Pre-market second reading after the results
Heading into the open, the figures don't clearly confirm the prior scenario.
How the stock reacted
- Outcome
- Accurate
- Consolidated
- +4.9%
- Max favorable move (MFE)
- 5.9%
- Max adverse move (MAE)
- 4.8%