
General Motors projects 2026 EBIT-adjusted between $13.0 billion and $15.0 billion, with net income attributable to stockholders expected to be $10.3 billion to $11.7 billion, and EPS-diluted of $11.00 to $13.00.
Bullish
General Motors is returning capital to shareholders via a higher dividend and new $6.0 billion share repurchase. The company also reported stronger Q4 2025 performance and issued positive 2026 financial guidance.
Bearish
General Motors faced a significant Q4 2025 net income loss due to EV capacity realignment and policy changes, contributing to a full-year 2025 financial decline and increased reliance on less profitable fleet sales.