General Motors Company
- Open
- 86.28
- Day high
- 87.21
- Day low
- 86.00
- Prev close
- 86.27
- Volume
- 6.8M
- Mkt cap
- $75.7B
- P/E (TTM)
- 43.2
- EPS (TTM)
- $2.00
- P/B
- 1.2
- P/S
- 0.4
- Yield
- 0.42%
- Per share
- $0.36
- ▼Insiders net selling -$36.9M over the last 3 months (0 open-market buys, 10 sales)
- 🏛Institutions accumulating (13F)
General Motors Company (GM) is a Consumer Cyclical company listed on NYSE. The stock is up 48% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 10 sales (SEC Form 4). Drillr has 6 published research articles covering GM.
General Motors Company (GM) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 10 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
GM earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jul 21, 2026 | $3.19 | $3.57 | +11.9% | $48.0B | +2.2% |
| Apr 28, 2026 | $2.61 | $3.70 | +41.8% | $43.6B | +0.3% |
| Jan 27, 2026 | $2.26 | $2.51 | +11.1% | $45.3B | -1.8% |
| Oct 21, 2025 | $2.29 | $2.80 | +22.3% | $48.6B | +7.9% |
| Jul 22, 2025 | $2.34 | $2.53 | +8.1% | $47.1B | +2.4% |
| Jan 28, 2025 | $1.75 | $1.92 | +9.7% | $47.7B | +6.0% |
| Oct 22, 2024 | $2.43 | $2.96 | +21.8% | $48.8B | +9.1% |
| Jul 23, 2024 | $2.75 | $3.06 | +11.3% | $48.0B | +5.6% |
| Jan 30, 2024 | $1.16 | $1.24 | +6.9% | $43.0B | +20.0% |
| Jul 25, 2023 | $1.85 | $1.91 | +3.2% | $44.7B | +4.9% |
| Jan 31, 2023 | $1.68 | $2.12 | +26.2% | $43.1B | +7.9% |
| Jul 26, 2022 | $1.20 | $1.14 | -5.0% | $35.8B | +7.8% |
GM insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 3, 2026 | DIXTON GRANT MICHAELofficer: Executive Vice President | Tax | 35,056 | $88.40 |
| Aug 3, 2026 | DIXTON GRANT MICHAELofficer: Executive Vice President | Option | 79,132 | — |
| Aug 3, 2026 | DIXTON GRANT MICHAELofficer: Executive Vice President | Sell | 40,000 | $88.44 |
| Jul 31, 2026 | Anderson Sterlingofficer: Exective Vice President | Tax | 48,820 | $89.40 |
| Jul 31, 2026 | Anderson Sterlingofficer: Exective Vice President | Option | 95,951 | — |
| Jul 29, 2026 | Barra Mary Tdirector, officer: Chair & CEO | Option | 91,843 | $41.40 |
| Jul 29, 2026 | Reuss Mark Lofficer: President | Option | 71,079 | $49.46 |
| Jul 29, 2026 | Barra Mary Tdirector, officer: Chair & CEO | Option | 69,564 | $49.46 |
| Jul 29, 2026 | Barra Mary Tdirector, officer: Chair & CEO | Sell | 48,659 | $90.38 |
| Jul 29, 2026 | Barra Mary Tdirector, officer: Chair & CEO | Option | 49,495 | $52.16 |
| Jul 29, 2026 | Hatto Christopherofficer: Vice President & CAO | Sell | 6,895 | $90.00 |
| Jul 29, 2026 | Reuss Mark Lofficer: President | Sell | 71,079 | $89.97 |
| Jul 29, 2026 | Barra Mary Tdirector, officer: Chair & CEO | Sell | 108,382 | $90.38 |
| Jul 29, 2026 | Barra Mary Tdirector, officer: Chair & CEO | Sell | 49,495 | $85.33 |
| Jul 29, 2026 | Barra Mary Tdirector, officer: Chair & CEO | Sell | 54,866 | $85.32 |
Source: GM SEC Form 4 filings, latest Aug 3, 2026. For informational purposes only — not investment advice.
See the full GM insider & 13F page →GM research & analysis
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General Motors Company company profile
Overview
General Motors Company (NYSE:GM) is one of America's largest automotive manufacturers, founded in 1908 and headquartered in Detroit, Michigan. The company went public in its current form in 2010 following its emergence from bankruptcy during the 2008 financial crisis. Today, GM operates as a global automotive company designing, manufacturing, and selling vehicles under iconic brands including Chevrolet, Cadillac, Buick, and GMC, while also developing electric vehicles, autonomous driving technology, and providing automotive financial services.
Business
General Motors operates in the automotive manufacturing industry, which involves designing, building, and selling passenger vehicles, trucks, and commercial vehicles to consumers and fleet customers worldwide. The company's core business revolves around internal combustion engine (ICE) vehicles and increasingly electric vehicles (EVs), sold through a network of dealerships and directly to fleet customers including rental car companies, commercial fleets, and government entities. The company operates through four main business segments. GM North America represents approximately 85-90% of total revenue and focuses on the profitable U.S. and Canadian markets, selling trucks, SUVs, crossovers, and cars under the Chevrolet, Cadillac, Buick, and GMC brands. GM International covers operations in China, South America, and other global markets, contributing roughly 5-10% of revenue but facing significant challenges particularly in the Chinese market. GM Financial provides automotive financing, leasing, and insurance services to both dealers and customers, generating approximately 5-8% of total revenue. The Cruise segment focuses on autonomous vehicle technology development, though it currently represents expenses rather than meaningful revenue. Beyond traditional vehicle sales, GM offers connected services and software-enabled subscriptions including Super Cruise (hands-free driving technology), OnStar safety and security services, navigation systems, and various in-vehicle digital services. The company is also investing heavily in electric vehicle technology through its Ultium platform, which serves as the foundation for its next-generation electric vehicles across all brands.
Revenue model
General Motors generates revenue primarily through vehicle sales to authorized dealers, who then sell to end consumers, and direct sales to fleet customers including rental car companies, commercial fleets, leasing companies, and government agencies. The company operates on a traditional manufacturing business model where it designs and produces vehicles in its factories, then sells them at wholesale prices to dealers who handle retail distribution. GM Financial provides a secondary revenue stream through automotive financing and insurance services, earning money from interest on loans, leasing income, and insurance premiums. This captive finance arm helps facilitate vehicle sales while generating additional profit margins. The company also generates revenue from software and services subscriptions, including OnStar safety services, Super Cruise technology, and various connected vehicle features, representing a growing recurring revenue opportunity. Several factors significantly impact GM's profitability margins. Commodity prices for steel, aluminum, and battery materials directly affect manufacturing costs, while labor costs from union contracts can substantially impact North American operations. Trade policies and tariffs affect both input costs and market access, with the company recently facing $4-5 billion in expected tariff impacts. Regulatory requirements for emissions and safety standards drive significant research and development investments. Consumer demand shifts between vehicle types (trucks vs. cars vs. EVs) affect product mix and margins, as trucks and SUVs typically generate higher profits than sedans. Competition intensity in key markets, particularly the challenging Chinese market, pressures pricing and market share. Finally, scale economics in EV production significantly impact profitability, as the company works toward achieving variable profit positive status in its electric vehicle business.
Competitive moat
General Motors possesses a moderate competitive moat built primarily around manufacturing scale, brand recognition, and dealer network advantages, though this moat faces significant challenges from industry transformation. The company benefits from substantial economies of scale in vehicle production, allowing it to spread fixed costs across millions of units and negotiate favorable supplier terms. Its established dealer network provides nationwide distribution and service capabilities that would be expensive and time-consuming for new entrants to replicate. Brand strength in key segments, particularly Chevrolet trucks and Cadillac luxury vehicles, provides some pricing power and customer loyalty. The company's manufacturing expertise and production flexibility, demonstrated by its ability to quickly pivot between ICE and EV production on the same lines, offers operational advantages. GM Financial's captive financing creates customer stickiness and additional profit opportunities while facilitating vehicle sales. However, this moat is under pressure from multiple directions. The electric vehicle transition is disrupting traditional automotive advantages, as new entrants like Tesla have demonstrated that software capabilities and direct-to-consumer sales models can challenge established players. Chinese competitors are rapidly advancing in EV technology and manufacturing efficiency, potentially threatening GM's global position. The shift toward software-defined vehicles requires new competencies that traditional automakers are still developing. Autonomous driving technology could fundamentally alter the industry structure, though GM's Cruise investment positions it to participate in this transition. The company's dependence on the North American market, while currently profitable, creates geographic concentration risk as global competition intensifies.
Risks & safety
GM presents a moderate margin of safety with reasonable financial stability but facing near-term challenges from tariffs and EV transition costs. **Financial Position:** - Cash and short-term investments: $19.9 billion provides adequate liquidity buffer - Debt-to-equity ratio: 2.07 indicates moderate leverage, typical for capital-intensive automotive industry - Current ratio: 1.13 shows tight but manageable short-term liquidity - Free cash flow: Volatile, ranging from -$6.0 billion (2024) to positive in some quarters, indicating capital intensity **Valuation Metrics:** - P/E ratio: 4.17 (Q1 2025) suggests potentially undervalued relative to earnings - Price-to-book ratio: 0.72 indicates trading below book value - EV/EBITDA: 5.95 appears reasonable for automotive sector **Key Risks:** - Expected $4-5 billion tariff impact in 2025 with only 30% mitigation planned - Negative free cash flow in 2024 due to heavy EV and manufacturing investments - China operations generating losses, requiring restructuring - EV segment still working toward profitability despite progress toward variable profit positive
Recent development
Over the past few years, General Motors has undergone significant strategic transformation focused on electric vehicle development and autonomous driving technology. The company launched its Ultium platform as the foundation for next-generation EVs, successfully bringing multiple electric models to market including the Cadillac LYRIQ, Chevrolet Silverado EV, and Equinox EV. GM achieved a major milestone by reaching variable profit positive status in its EV business during Q4 2024 and is targeting 300,000 EV wholesale units in 2025. The company has invested heavily in battery manufacturing infrastructure, establishing three battery cell production plants in Ohio, Tennessee, and Michigan through joint ventures. GM has also secured long-term supply agreements for critical battery raw materials to ensure supply chain stability. In autonomous vehicles, the company restructured its Cruise operations after regulatory challenges, pivoting to use the next-generation Bolt EV platform while continuing technology development in select markets. Cost reduction initiatives have been a major focus, with GM implementing a $2 billion fixed cost reduction program and reducing executive ranks by over 15%. The company has emphasized "winning with simplicity" to reduce product complexity and manufacturing costs. In response to recent trade policy changes, GM is adapting its supply chain to increase U.S. content and USMCA compliance while exploring production adjustments to mitigate tariff impacts. The China market restructuring represents another significant development, as GM works to address challenging market conditions including excess capacity and pricing pressures. The company is focusing on new energy vehicles, premium segments, and exploring export opportunities while reducing dealer inventory levels.
GM company profile · for informational purposes only — not investment advice.
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