GM releases 2026 third-quarter results and updates full-year 2026 guidance; Board approves new $20 billion share repurchase authorization, declares quarterly dividend (Form 8-K)

GM releases 2026 third-quarter results and updates full-year 2026 guidance;
Board approves new $20 billion share repurchase authorization, declares quarterly dividend

DETROIT - General Motors (NYSE: GM) today reported third-quarter 2026 revenue of $50.0 billion, net income attributable to stockholders of $3.3 billion, and EBIT-adjusted of $4.1 billion.

The company is updating its full-year 2026 EBIT-adjusted guidance, narrowing the range. The company expects net income attributable to stockholders to be $8.9 billion to $9.5 billion; Automotive operating cash flow to be
$17.3 billion to $20.3 billion; and EPS-diluted to be $9.72 to $10.72 based on its updated guidance and the impact of adjustments recorded year to date. These expected financial results do not include the potential impact

of future adjustments related to special items.

The table below shows the revised guidance and how it compares to prior guidance.

			Updated 2026 guidance			Previous 2026 guidance
EBIT-adjusted			$14.5 billion - $15.5 billion			$14.0 billion - $16.0 billion
Adjusted automotive free cash flow			$11.5 billion - $12.5 billion			$9.5 billion - $11.5 billion
EPS-diluted-adjusted			$12.75 - $13.75			$12.00 - $14.00

Board approves share repurchase program and quarterly dividend
The company also announced it has completed the $6.0 billion share repurchase program announced in January of 2026, and its Board of Directors has approved a new $20.0 billion multi-year share repurchase authorization.

The new share repurchase program, which has no expiration date, will be executed in accordance with applicable securities laws and regulations and may be suspended or discontinued at any time at the company's discretion.

As of September 30, 2026, the company had 849 million shares outstanding, down from 904 million at the end of 2025. There were 995 million shares outstanding at the end of 2024, and 1.2 billion at the end of 2023.

GM also announced today that its Board of Directors has declared a quarterly cash dividend on the company's outstanding common stock of $0.18 per share, payable December 17, 2026, to holders of the company's common stock at the close of trading on December 4, 2026.

An overview of quarterly results and financial highlights appears below. Visit the GM Investor Relations website to download the company's earnings deck and GM Chair and CEO Mary Barra's Letter to Shareholders.

Conference call for investors and analysts

Mary Barra and GM Chief Financial Officer Paul Jacobson will host a conference call for the investment community at 8:30 a.m. ET today to discuss these results.

Conference call details are as follows:

•1-800-857-9821 (U.S.)

•1-517-308-9481 (international/caller-paid)

•Conference call passcode: General Motors

•An audio replay will be available on the GM Investor Relations website in the Events section.

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Results Overview

			Three Months Ended
($M) except per share amounts			September 30, 2026			September 30, 2025			Change			% Change
Revenue			$	50,015		$	48,591		$	1,424		2.9		%
Net income (loss) attributable to stockholders(a)			$	3,335		$	1,327		$	2,008		n.m.
EBIT-adjusted			$	4,106		$	3,376		$	730		21.6		%
Net income margin(a)			6.7		%	2.7		%	4.0 ppts			n.m.
EBIT-adjusted margin			8.2		%	6.9		%	1.3 ppts			18.8		%
Automotive operating cash flow			$	8,049		$	6,070		$	1,979		32.6		%
Adjusted automotive free cash flow			$	5,882		$	4,201		$	1,681		40.0		%
EPS-diluted(a)			$	3.73		$	1.35		$	2.38		n.m.
EPS-diluted-adjusted			$	3.70		$	2.80		$	0.90		32.2		%
GMNA EBIT-adjusted			$	3,592		$	2,506		$	1,087		43.4		%
GMNA EBIT-adjusted margin			8.7		%	6.2		%	2.5 ppts			40.3		%
GMI EBIT-adjusted			$	28		$	226		$	(198)		(87.7)		%
China equity income (loss)			$	32		$	80		$	(48)		(60.3)		%
GM Financial EBT-adjusted			$	668		$	804		$	(136)		(16.9)		%

__________

(a)n.m. = not meaningful

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General Motors (NYSE:GM) is driving the future of transportation, leveraging advanced technology to build safer, smarter, and lower emission cars, trucks, and SUVs. GM's Buick, Cadillac, Chevrolet, and GMC brands offer a broad portfolio of innovative gasoline-powered vehicles and the industry's widest range of EVs, as we move to an all-electric future. Learn more at GM.com.

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CONTACTS:
Jim Cain GM Communications 313-407-2843 [email protected]			Ashish Kohli, CFA GM Investor Relations 847-964-3459 [email protected]
David Caldwell GM Communications 586-899-7861 [email protected]