General Motors is set to report earnings before the bell. Here's what Wall Street expects

General Motors is scheduled to release its first-quarter earnings before the market opens, with Wall Street analysts projecting adjusted earnings per share of $2.62 and revenue of $43.68 billion. These estimates suggest a slight decline from the same period last year, with revenue expected to fall by about 1% and adjusted earnings per share down nearly 6%. GM’s first-quarter 2025 results included $44.02 billion in revenue and $2.78 billion in net income attributable to stockholders. Investors will closely watch the earnings report and the company’s updated guidance for 2026, as GM navigates several challenges. These include the ongoing geopolitical tensions stemming from the Iran conflict, tariff impacts, and the financial repercussions of its strategic pullback from all-electric vehicles. Last year, GM recorded $7.6 billion in write-downs related to its EV business and has indicated that further charges are expected in 2026, though at a reduced scale compared to 2025. Despite these headwinds, GM’s 2026 earnings guidance remains optimistic. The company forecasts net income attributable to stockholders between $10.3 billion and $11.7 billion, adjusted earnings before interest and taxes ranging from $13 billion to $15 billion, and earnings per share between $11 and $13. This outlook suggests that GM anticipates improved profitability and operational performance compared to the previous year, reflecting its efforts to stabilize its business amid market uncertainties and strategic shifts. The upcoming earnings release will provide critical insights into GM’s financial health and its ability to adapt to evolving market conditions, including the transition in the automotive industry toward electric vehicles and the broader economic environment influenced by global trade dynamics.