General Motors is set to report its third-quarter results before the market opens on Tuesday. According to LSEG consensus estimates, GM is expected to post adjusted earnings of $3.63 per share on revenue of $48.70 billion, which would mean revenue roughly flat year over year and adjusted EPS up about 30%. Investors will focus on whether GM raises its 2026 guidance and on early signals for 2027, which analysts expect to be difficult for the U.S. auto industry. Analysts are split on a guidance raise amid slowing sales and rising commodity costs, while JPMorgan analyst Rajat Gupta expects in-line to slightly better results but no meaningful upside. Other watch points include the launch of redesigned full-size pickups, warranty improvements and growth in software and service operations.
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