General Motors (GM) reported record third-quarter revenue of about $50 billion, up 3% year over year, with adjusted EBIT rising 22% to $4.1 billion and adjusted diluted EPS up more than 30% to $3.70. Adjusted automotive free cash flow reached $5.9 billion, $1.7 billion higher than a year earlier. North America posted an 8.7% margin, helped by a richer full-size pickup mix and lower EV losses, partly offset by commodity, logistics and DRAM costs. GM narrowed its 2026 adjusted EBIT outlook to $14.5–15.5 billion, raised its adjusted automotive free cash flow forecast to $11.5–12.5 billion, and authorized a new $20 billion multiyear share-repurchase program. Recent commodity inflation is expected to add about $400 million in costs in 2026, creating a full-year headwind of roughly $2 billion.
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