General Motors raises FY26 outlook on demand for high-margin trucks, SUVs
GM beats Q2 earnings on strong truck/SUV demand, raises FY26 outlook, but cuts net income range amid EV costs.
Archived explainer. For the current picture see today's GM page.
GENERAL MTRS CO (GM) is drawing unusual attention today. Our newswire has captured 32 stories on GM across 16 sources in the last 36 hours, with AI sentiment reading bullish (avg 62/100).
General Motors stock is moving higher today, up 1.3% in early trading, following a strong second-quarter earnings report and an upward revision of its full-year 2026 guidance. The company beat both revenue and earnings estimates, driven by strong demand for high-margin trucks and SUVs. Despite cutting its net income range due to electric vehicle costs, the stock has rebounded after a four-quarter revenue decline was snapped.
General Motors reported adjusted earnings per share of $3.57 for the second quarter, exceeding the $3.20 estimate. Revenue totaled $48.026 billion, beating the $47.011 billion forecast. The company raised its full-year adjusted profit outlook to $14, $16 billion, marking the second time this year it has increased its guidance. The core profit rose 30% on the strength of its truck and SUV segments. However, GAAP earnings guidance for 2026 was lowered from $10.62, $12.62 to $8.98, $10.98 per share, reflecting higher EV costs. The stock opened at $75.90 and briefly hit a session high of $77.60 before retreating to $74.75 in early trading.
The stock has traded between $73.75 and $77.60 in the session, with volume at 0.3 million shares, below the 3-month average. The market cap is $68.6 billion, with a P/E ratio of 29.7 and a dividend yield of 0.95%. The stock is currently trading within its 52-week range of $48.87 to $87.62. Over the past 8 sessions, the stock has declined 1.3% from $76.42 to $75.43. Recent insider transactions show CEO Mary Barra has sold shares in three separate trades over the past month, totaling $61.0 million. Congressional disclosures include former President Donald J. Trump buying small amounts of GM stock in March. Social chatter on X has increased, with 11 posts in the last 24 hours and 11 in the past week.
General Motors is scheduled to report earnings again on July 21, 2026. Investors will be watching for further updates on the company’s transition to electric vehicles and how demand for trucks and SUVs continues to shape its financial performance.
AI-assisted analysis composed exclusively from headlines and data on the Top Tier newswire. Not financial advice.
GM beats Q2 earnings on strong truck/SUV demand, raises FY26 outlook, but cuts net income range amid EV costs.
GM’s stock rises after a beat-and-raise earnings report, as revenue grows to snap a four-quarter streak of declines.
The Nasdaq is some distance from reclaiming its 50-day line.
General Motors (NYSE:GM) beat second-quarter earnings and revenue estimates, raised its full-year 2026 guidance for the second time this year and delivered stronger operating cash flow despite shares moving lower.
General Motors (GM) declares $0.18/share quarterly dividend, in line with previous. Forward yield 0.95% Payable Sept. 17; for shareholders of record Sept. 4; ex-div Sept. 4.
GM posted adjusted EPS of $3.57 in the second quarter, topping expectations, and lifted its full-year adjusted profit target to $14–$16 billion
GM quarterly core profit rises 30% on truck and SUV strength
More on GM: full news and sentiment history. Sentiment scores are AI-derived research signals, not financial advice.
Earlier GM move explainers: 2026-07-27 · 2026-07-21 · 2026-07-20