Latest revenue
$39.35B
as of 2026-03-31
Latest net income
$2.63B
as of 2026-03-31
Net margin
6.7%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $71.04B
- Enterprise value
- $179.00B
- P/E (trailing)
- 26.3×
- Forward P/E
- —
- P/B
- 1.13×
- Dividend yield
- 0.8%
- 52-wk high
- $87.62
- 52-wk low
- $46.81
- Beta
- —
- Shares out
- 901.7M
5-year trend
What this company does
General Motors designs and sells trucks, crossovers, cars, and parts under brands like Chevrolet, GMC, Buick, and Cadillac, while offering connected-vehicle software services. Vehicle sales generate roughly 90% of revenue ($39.3B of $43.6B in Q1 2026), with the rest from GM Financial's auto lending and leasing operations. GM has abandoned Cruise robotaxis, folding autonomous development into its core North America segment to focus on driver-assist features for personal vehicles.
Generated from GM's filing dated 2026-01-27
Key risks
- Earnings declined YoY: Q1 2026 net income $2.7B vs $2.85B; auto revenue fell to $39.3B and operating income dropped 13% to $2.93B.
- Operating cash flow collapsed to $2.95B from $6.06B YoY, driven by a $2.46B working capital drag — pressuring buyback/dividend capacity.
- GM Financial carries $111.8B in debt against $87.5B receivables; rate/credit shocks would directly hit consolidated earnings and liquidity.
Generated from GM's filing dated 2026-01-27
Profitability
Operating margin
1.6%
76.9%Net margin
1.5%
54.5%Return on equity
4.4%
53.7%Return on assets
1.0%
55.4%Leverage
Debt / equity
3.60×
4.9%Long-term debt / equity
1.55×
8.1%Debt / assets
78.3%
1.1%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $39.35B | -1.3% | $2.63B | -5.6% | 6.7% |
Q4 2025 2025-12-31 | $58.03B | -2.4% | $-3.31B | -11.8% | -5.7% |
Q3 2025 2025-09-30 | $44.26B | -1.1% | $1.33B | -56.6% | 3.0% |
Q2 2025 2025-06-30 | $42.87B | -2.7% | $1.90B | -35.4% | 4.4% |
Q1 2025 2025-03-31 | $39.86B | +1.7% | $2.78B | -6.6% | 7.0% |
Q4 2024 2024-12-31 | $59.44B | — | $-2.96B | — | -5.0% |
Q3 2024 2024-09-30 | $44.73B | +10.5% | $3.06B | -0.3% | 6.8% |
Q2 2024 2024-06-30 | $44.06B | +6.8% | $2.93B | +14.3% | 6.7% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Motor Vehicles & Passenger Car Bodies · SIC 3711
Your notes
Keep private notes on GM — thesis, target price, catalysts to watch.
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Insider activity
Insider buying
$0
Insider selling
$180.1M
Net activity
−$180.1M
Distinct insiders
4
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns GM
Institutional value
$19.26B
Total shares held
269.6M
Distinct holders
760
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 58.7M | $4.38B | — | New |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 37.8M | $2.82B | — | New |
| 3 | DIMENSIONAL FUND ADVISORS LP | 14.2M | $1.06B | — | New |
| 4 | Invesco Ltd. | 12.1M | $902.7M | — | New |
| 5 | Legal & General Group Plc | 7.8M | $580.4M | — | New |
| 6 | Bank of New York Mellon Corp | 7.3M | $546.0M | — | New |
| 7 | VANGUARD FIDUCIARY TRUST CO | 5.1M | $379.0M | — | New |
| 8 | DEUTSCHE BANK AG\ | 4.6M | $344.8M | — | New |
| 9 | Ninety One UK Ltd | 4.5M | $337.4M | — | New |
| 10 | Nuveen, LLC | 4.4M | $326.3M | — | New |
| 11 | ACR Alpine Capital Research, LLC | 4.0M | $299.9M | — | New |
| 12 | National Pension Service | 4.0M | $296.7M | — | New |
| 13 | HSBC HOLDINGS PLC | 3.6M | $265.7M | — | New |
| 14 | JANE STREET GROUP, LLC | 3.3M | $247.2M | — | New |
| 15 | Life Cycle Investment Partners Ltd | 3.2M | $237.7M | — | New |
| 16 | Swiss National Bank | 2.7M | $204.0M | — | New |
| 17 | Russell Investments Group, Ltd. | 2.7M | $202.4M | — | New |
| 18 | UBS Group AG | 2.7M | $200.5M | — | New |
| 19 | Allianz Asset Management GmbH | 2.6M | $192.5M | — | New |
| 20 | JENNISON ASSOCIATES LLC | 2.4M | $175.6M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
- 1
Operating cash flow collapsed from $6.06B to $2.95B year-over-year, driven by a $2.46B working capital drag—what specifically reversed, and is this a timing issue or structural?
- 2
Automotive revenue declined YoY while SG&A rose to $2.07B and operating income fell $426M; where exactly is margin pressure coming from—pricing, tariffs, or EV mix?
- 3
With buybacks cut to $800M from $2.0B and debt paydowns of $10.8B this quarter, has capital return been deprioritized to defend the balance sheet?
Refreshed when GM files a new report · last from 2026-01-27