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At close · Wed, Jul 22, 2026
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HomeEarningsResultsGM shares rise after automaker tops estimates and lift…

GM shares rise after automaker tops estimates and lifts full-year outlook

GM reported Q2 revenue of $48.0 billion and adjusted EPS of $3.57, and it said Q2 tariff costs were about $900 million with similar exposure expected in Q3 and Q4.

General Motors shares rose after the automaker reported second-quarter results that beat expectations and raised its full-year guidance for a second time this year, Yahoo Finance reports. The company said it is continuing to grow profits even as sales volume remains under pressure.

GM posted Q2 revenue of $48.03 billion, up 1.9% year over year, and adjusted EPS of $3.57 versus $3.19 expected. It also reported adjusted EBIT of $3.94 billion compared with $3.7 billion expected.

GM outlined updated full-year assumptions including pricing up around 0.5%, EV losses improving by $1.0 billion to $1.5 billion, and regulatory benefits of $500 million to $700 million. On tariffs, GM said gross tariff costs of $2.5 billion to $3.5 billion were offset by easing tariff exposure, with CFO Paul Jacobson stating Q2 tariff costs were around $900 million and the company expects similar exposure in Q3 and Q4.

On demand and operating performance, GM said North America customer demand remains strong, citing an 8.6% EBIT-adjusted margin in North America, up 2.5 points from a year ago. The company also reported US vehicle sales of about 715,000 units in Q2, a 4.2% decline year over year, while noting dealer inventory averaged targeted levels and incentives as a percentage of MSRP were below the industry average.

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