General Motors

Q2 FY2026 EarningsGeneral Motors delivered a strong Q2 FY26 beat-and-raise performance, with revenue of $48.0B exceeding consensus by 2.0% and EBIT-adjusted of $3.94B beating expectations by 7.2%. The outperformance was primarily driven by North America (GMNA), which achieved an 8.6% adjusted margin. While GAAP Net Income missed consensus due to $2.46B in strategic EV and China restructuring adjustments, management raised full-year guidance for EBIT-adjusted and EPS for the second time this year, signaling robust underlying demand and effective cost management.