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Automotive giant General Motors Company GM looks to highlight its strong U.S. deliveries and demand for several vehicle models when the company reports second-quarter financial results Tuesday before market open.
Here are the earnings estimates, analyst ratings and key items to watch.
General Motors Q2 Earnings Estimates
Analysts expect General Motors to report second-quarter revenue of $46.81 billion, down from $47.12 billion in last year’s second quarter, according to data from Benzinga Pro.
The company has missed analyst estimates for revenue in two straight quarters, while beating estimates in eight of the last 10 quarters overall.
Analysts expect General Motors to report second-quarter earnings per share of $3.15, up from $2.53 in last year’s second quarter.
The company has beaten analyst estimates for earnings per share in 15 straight quarters.
General Motors Analyst Estimates
Here are the most recent analyst estimates for General Motors and their price targets:
- RBC Capital: Maintained Outperform rating, lowered price target from $95 to $94
- JPMorgan: Maintained Overweight rating, raised price target from $98 to $110
- Wells Fargo: Maintained Underweight rating, raised price target from $59 to $60
Key Items to Watch
General Motors previously reported second-quarter delivery figures. The company’s 714,846 deliveries in the United States ranked first for the region, but were down 4% year-over-year.
The company saw strong pickup and SUV sales, while electric vehicle sales were weaker than past years. Some vehicle models and segments saw record quarterly performance, including brands under Chevrolet, GMC and Buick.
The strength in the quarter for SUVs and pickups could help overall financial figures.
Investors and analysts will want to hear more about international deliveries and electric vehicle sales.
The company, like other legacy automakers, has put an emphasis on producing less EVs, and focusing on low-cost, high demand options.
With Ford currently on pause from making new electric vehicles, the quarter was another potential one for GM to gain market share or keep up with others for demand of different types and price points of EVs.
General Motors was named as one of the companies that could see their manufacturing facilities used to help build weapons and the U.S. increase their stockpile amid the ongoing Middle East tension. The company likely won’t comment on this, but it could be interesting to hear what management has to say if asked by an analyst on the conference call.
After first-quarter earnings, the company raised its adjusted eps guidance and adjusted EBIT. Investors and analysts will be closely watching to see if guidance is adjusted once again.
GM Stock Price Action
General Motors stock is up 0.3% to $76.28 on Monday versus a 52-week trading range of $48.87 to $87.62. General Motors stock is down 5.9% year-to-date in 2026, with shares up 43.2% over the last 52 weeks.
For comparison, Tesla Inc TSLA stock has fared much worse. Tesla shares are down 13.2% year-to-date and up 15.7% over the last year, with General Motors having more than double the outperformance in share return for year-to-date and over the last 52 weeks.
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This article General Motors Q2 Preview: Stock Outperforming Tesla by More Than 2x — Will Earnings Fuel the Trend? originally appeared on Benzinga.com.
