GM reported Q1 adjusted EPS $3.70, beating consensus $2.61, and revenue $43.6B, slightly above estimates.
Full‑year 2026 adjusted EBIT guidance lifted to $13.5‑$15.5 bn, aided by a $0.5 bn tariff adjustment from a Supreme Court ruling.
Shares opened higher but fell 3.9% by mid‑morning, despite a 3.3% post‑earnings rally and a $0.18 dividend.
North America EBIT rose to $3.7 bn (10.1% margin) and China equity income jumped to $165 m year‑over‑year.