General Motors (GM) beat expectations in Q2 FY2026 on revenue of $48.0B versus the $47.0B estimate (+1.9% YoY) and EPS of $3.57. The next General Motors (GM) earnings date is Oct 20, 2026. Below is the full General Motors earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
General Motors (GM) Earnings Analysis — key stats
Next earnings date
Oct 20, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Beat
EPS beat rate
8 of last 8 (quarters above estimate)
Avg next-day move
±6.9% (over the last 8 reports)
Post-earnings direction
Up 4 / Down 4 (of the last 8 reports)
Implied move (next report)
±11.2% (options-derived · into Oct 20, 2026)
Institutional ownership
82.9% (13F as of 2026-06-30)
Top 10 holders
36.8% (of shares outstanding)
Insider activity
5 buys / 7 sells (recent Form 4 filings)
Revenue
$48.0B (vs $47.0B est · +2.2% surprise · +1.9% YoY)
EPS
$3.57 (vs $3.19 est · +11.9% surprise · -28.4% YoY)
Share price
$86.98 (-1.1%)
Market cap
$78.7B
General Motors (GM) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$48.0B vs $47.0B est
$3.57 vs $3.19 est
+11.9%
+8.4%
Beat
Q2 FY2026
$43.6B vs $43.5B est
$3.70 vs $2.61 est
+41.8%
-1.7%
Mixed
Q1 FY2026
$45.3B vs $46.1B est
$2.51 vs $2.26 est
+11.1%
+6.9%
Mixed
Q4 FY2025
$48.6B vs $45.0B est
$2.80 vs $2.29 est
+22.3%
+16.1%
Beat
Q3 FY2025
$47.1B vs $46.0B est
$2.53 vs $2.34 est
+8.1%
-0.2%
Beat
Q2 FY2025
$44.0B vs $43.2B est
$2.78 vs $2.68 est
+3.7%
-4.2%
Mixed
Q1 FY2025
$47.7B vs $45.0B est
$1.92 vs $1.75 est
+9.7%
-9.4%
Beat
Q4 FY2024
$48.8B vs $44.7B est
$2.96 vs $2.43 est
+21.8%
+8.2%
Beat
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
8.4%
77.3M
$6.0B
-6.5%
Vanguard Capital Management LLC
6.4%
58.9M
$4.5B
+0.3%
State Street Corp
4.8%
44.4M
$3.4B
-0.2%
Vanguard Portfolio Management LLC
4.1%
37.9M
$2.9B
+0.4%
Franklin Resources INC
3.4%
31.3M
$2.4B
-13.2%
Geode Capital Management, LLC
2.4%
21.8M
$1.7B
-1.0%
Fmr LLC
2.1%
19.1M
$1.5B
+26.6%
Capital World Investors
2.0%
18.5M
$1.4B
-0.6%
D. E. Shaw & CO., INC.
1.6%
15.0M
$1.2B
+21.8%
Dimensional Fund Advisors LP
1.5%
14.1M
$1.1B
-0.9%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
DIXTON GRANT MICHAEL
officer: Executive Vice President
2026-07-30
Buy
79K
—
DIXTON GRANT MICHAEL
officer: Executive Vice President
2026-07-30
Sell
35K
$3.1M
DIXTON GRANT MICHAEL
officer: Executive Vice President
2026-08-03
Sell
40K
$3.5M
DIXTON GRANT MICHAEL
officer: Executive Vice President
2026-07-30
Sell
79K
—
Anderson Sterling
officer: Exective Vice President
2026-07-29
Buy
96K
—
Anderson Sterling
officer: Exective Vice President
2026-07-29
Sell
96K
—
Anderson Sterling
officer: Exective Vice President
2026-07-29
Sell
49K
$4.4M
Harvey Rory
officer: Executive Vice President
2026-07-27
Sell
9K
$772290
What you'll find
Next General Motors (GM) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment General Motors reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in General Motors (GM)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is General Motors's next earnings date?
General Motors's (GM) next scheduled earnings date is Oct 20, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did General Motors (GM) beat or miss earnings?
In Q2 FY2026, General Motors (GM) posted beat results — revenue of $48.0B versus the $47.0B estimate (+2.2% surprise) and EPS of $3.57 versus $3.19 expected (+11.9% surprise). Magnisto decodes every General Motors (GM) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does General Motors beat earnings estimates?
Over its last 8 reported quarters, General Motors (GM) beat Wall Street EPS estimates 8 times, most recently a beat result in Q3 FY2026. Magnisto tracks every General Motors (GM) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does General Motors stock move after earnings?
Over its last 8 quarterly reports, General Motors (GM) moved an average of ±6.9% the day after earnings — ranging from -9.4% (Q1 FY2025) to +16.1% (Q4 FY2025). The stock rose after 4 of those 8 reports and fell after 4. Heading into its next report on Oct 20, 2026, options-implied volatility is pricing in a move of roughly ±11.2% (derived). Magnisto tracks the realized post-earnings move for every General Motors (GM) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of General Motors?
Institutions hold about 82.9% of General Motors's (GM) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (8.4%), Vanguard Capital Management LLC (6.4%), State Street Corp (4.8%). Magnisto lists General Motors's (GM) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling General Motors (GM)?
In the most recent Form 4 filings Magnisto tracks, General Motors (GM) insiders recorded 5 purchases and 7 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for General Motors (GM) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for General Motors (GM), anchored to the current $86.98 share price, so you can weigh the bull, base and bear cases for General Motors side by side.
Is General Motors (GM) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether General Motors fits your own thesis and risk profile. This is research, not investment advice.