GM Q1 2026 Earnings Call Transcript [Globe and Mail, The (Toronto, Canada)]
General Motors Company (GM)
Last general motors company earnings: 2/5 08:05 am
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Source: Globe and Mail, The
Chair and Chief Executive Officer — Mary T. Barra Executive Vice President and Chief Financial Officer — Paul Jacobson TAKEAWAYS EBIT Adjusted -- $4.3 billion, including a $500 million positive impact from a Supreme Court tariff adjustment, and up approximately $750 million year over year due to lower EV losses, FX benefit, lower warranty expense, emissions-related regulatory savings, and the tariff adjustment. North America EBIT Adjusted Margin -- 10.1%, with 1.5 percentage points from the tariff adjustment; nets to 8.6% margin, aligning with the full-year 8%-10% margin target. Total Revenue -- Down about $400 million year over year, primarily due to lower EV wholesale volumes; ICE wholesales were flat year over year with offsetting regional dynamics. U.S. Full-Size Pickup Market Share -- 42%, sustaining leadership in this segment; U.S. dealer inventory for full-size pickups down 9% year over year. U.S. EV Market Share -- 13% at quarter-end, up from approximately 10% i
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News
- General Motors Company Q1 2026 Earnings Call Summary [Yahoo! Finance]Yahoo! Finance
- General Motors to Gain From Higher Margins, Software Growth, Tariff Relief, Wedbush Says [Yahoo! Finance]Yahoo! Finance
- G.M.’s Profit Bolstered by a $500 Million Tariff Refund [The New York Times]The New York Times
- Who are the biggest EV sellers with shoppers looking for used deals? [USA TODAY]USA TODAY
- GM CFO on tackling tariffs, affordability crisis, & pricey energy [Yahoo! Finance]Yahoo! Finance
GM
Earnings
- 4/28/26 - Beat
GM
Sec Filings
- 4/28/26 - Form 8-K
- 4/20/26 - Form ARS
- 4/20/26 - Form DEFA14A
- GM's page on the SEC website