General Motors reports third-quarter 2026 results and hosts its earnings call today, with adjusted EPS of $3.70 and revenue of $50.02 billion both exceeding consensus estimates while adjusted EBIT rose 22% year over year to $4.1 billion, driven by higher-margin pickup truck mix. Executives are expected to address the narrowed full-year 2026 guidance—adjusted EBIT of $14.5–15.5 billion and EPS of $12.75–13.75—alongside an upgraded free-cash-flow range of $11.5–12.5 billion and a new $20 billion multi-year share repurchase authorization. Traders will monitor commentary on U.S. deliveries, which declined about 6% amid softer EV demand, commodity inflation near the high end of prior forecasts, and growth in software and services such as Super Cruise. Market-implied odds in related contracts reflect this mix of operational strength and tempered outlook.
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