-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:
General Motors (GM) posted Q1 adjusted EPS of $3.70 vs. $2.78 (+33%), well ahead of the $2.62 consensus. The beat was supported by stronger-than-expected revenue and margins, as revenue fell 0.9% to $43.62B ($80M ahead of consensus), reflecting a 10.6% drop in global vehicle sales partially offset by higher prices. Excluding a Q1 IEEPA tariff adjustment of $500M, GM's adjusted EBIT of $4.25B was up 22% from $3.49B in the year-ago quarter. In Q1, GM's U.S. market share declined to 16.5% from 17.2% in the prior year; in China, market share fell to 6.9% from 7.6%. GM raised 2026 adjusted EPS guidance to $11.50-$13.50 from $11.00-$13.00, the midpoint of which is above the current consensus of $12.24 and implies 18% Y/Y growth over the $10.60 earned in 2025. Management said the guidance increase is due to tariff refunds from the Supreme Court decision regarding IEEPA. The quarter represented GM's 15th straight bottom-line earnings beat. GM shares are currently trading up 5% on the stronger-than-expected release.