GM to Announce Earnings Before Market Opens: Wall Street Predictions Inside

• Analysts expect Q1 revenue of $43.68 billion, down roughly 1% year-over-year from $44.02 billion in Q1 2025
• Projected adjusted earnings per share represent a 5.8% decline compared to the prior year quarter
• GM's 2026 full-year guidance includes net income of $10.3-$11.7 billion and adjusted EBIT of $13-$15 billion, described as better than 2025 expectations

GM Earnings Preview: Wall Street Expects Modest Decline in Q1 Results

Key Expectations:

General Motors is scheduled to report first-quarter earnings before Tuesday's opening bell, with an earnings conference call at 8:30 a.m. ET. Wall Street analysts surveyed by LSEG expect revenue of $43.68 billion, representing approximately 1% year-over-year decline. Adjusted earnings per share are projected to fall 5.8% compared to Q1 2025.

Prior Year Comparison:

GM's Q1 2025 results included $44.02 billion in revenue, $2.78 billion in net income attributable to stockholders, and $3.49 billion in adjusted earnings before interest and taxes (EBIT).

Key Focus Areas:

Investors will closely monitor several critical factors beyond headline numbers:

• Impact from the Iran war on operations and supply chains
• Effects of tariff policies on costs and profitability
• Additional charges related to GM's electric vehicle pullback, following similar charges in 2025 (though expected at lower levels)
• Any revisions to the company's 2026 full-year guidance

2026 Outlook:

GM's current full-year guidance projects strong performance, including:

• Net income attributable to stockholders: $10.3 billion to $11.7 billion
• Adjusted EBIT: $13 billion to $15 billion
• Earnings per share: $11 to $13

This guidance represents improvement over 2025 results and previous expectations. The market will scrutinize management commentary on whether these targets remain achievable given current geopolitical tensions and evolving trade policy dynamics.