General Motors reported first-quarter 2026 revenue of $43.6 billion. Adjusted earnings per share reached $3.70, significantly exceeding analyst estimates of $2.58.
The automaker raised its full-year 2026 EBIT-adjusted guidance to a range of $13.5 billion to $15.5 billion. This updated outlook includes a $500 million favorable adjustment resulting from a U.S. Supreme Court decision on tariffs.
Management cited operational efficiency and robust consumer demand for big-ticket items as primary drivers for the quarter. The results provide a positive indicator for the automotive segment and the broader consumer discretionary sector.