NYSE$GM

General Motors Co · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

GM's third-quarter earnings were reported, marked by strong North American performance, benefits from an agreement with LG Electronics, and robust GM Financial results.

General Motors reported third-quarter earnings with strong price and mix performance in North America, the benefit of the company’s recall cost recovery agreement with LG Electronics and the continued strong financial results at GM Financial. The company is on track to deliver full-year 2021 EBIT-adjusted earnings approaching the high end of its guidance range.

  • GM reported strong price and mix performance in North America.
  • The company benefited from its recall cost recovery agreement with LG Electronics.
  • GM Financial delivered continued strong financial results.
  • GM is on track to deliver full-year 2021 EBIT-adjusted earnings approaching the high end of its guidance range.

Headline financials

Total Revenue

$26.8B

Previous: $35.5B-24.5%
EPS (adj)

$1.52

Previous: $2.83-46.3%
Capital Expenditures

-$4.31B

Previous: -$3.33B-29.5%
Free Cash Flow

-$1.89B

Previous: $717M-363.6%
Net Income

$2.42B

Previous: $4.05B-40.2%
Operating Income

$1.65B

Previous: $4.42B-62.8%
Gross Profit

$26.8B

Previous: $35.5B-24.5%
Cash & Equivalents

$17.4B

Previous: $26.9B-35.5%
Total Assets

$239B

Previous: $240B-0.5%

Revenue & EPS history

GM · Revenue · Quarterly

$26.8B

Q3 2021-24.5%vs Q3 2020
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

GM · $3.45B total across 3 segments · Q3 2021

  • GM North America
    $2.13B-92.7%
  • GM Financial
    $1.09B-68.1%
  • GM International
    $229M-91.6%

Forward guidance

GM expects to deliver full-year EPS-diluted of between $5.52 and $6.52, and EPS-diluted-adjusted of between $5.70 and $6.70. Full-year net income is expected to be between $8.1 billion and $9.6 billion, and EBIT-adjusted of between $11.5 billion and $13.5 billion.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2021

Historical avgQ3 2021

+0.0%

Avg return

Earnings day

+0.3%

Avg return

5 days after

+1.5%

Avg return

30 days after

42%

27 / 65 earnings

Positive

+15.8%

Q3 2025

Best reaction

-9.3%

Q3 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.0%-2.8%+7.7%
Q4 2025+8.6%+5.8%+1.7%
Q3 2025+15.8%+20.1%+17.3%
Q2 2025+1.5%+2.7%+5.3%
Q1 2025-0.6%-4.1%+2.9%
Q4 2024-8.9%-9.9%-13.3%
Q3 2024+8.2%+6.4%+13.8%
Q2 2024-6.2%-11.0%-6.3%
Q1 2024+4.3%+6.1%+1.2%
Q4 2023+9.6%+9.9%+15.8%
Q3 2023-0.7%-6.8%-3.8%
Q2 2023-2.6%-3.2%-16.3%
Q1 2023-6.0%-3.6%-5.5%
Q4 2022+8.3%+13.3%+8.9%
Q3 2022+6.0%+8.8%+12.3%
Q2 2022+0.5%+5.0%+17.0%
Q1 2022-2.9%-4.8%-6.0%
Q4 2021+1.5%-2.7%-14.8%
Q3 2021-5.5%-3.3%+4.9%
Q2 2021-5.9%-6.8%-15.7%
Q1 2021+6.1%+3.7%+14.5%
Q4 2020-4.6%-4.4%+5.7%
Q3 2020+6.3%+16.6%+26.0%
Q2 2020-4.3%-2.6%+14.0%
Q1 2020+0.5%-6.4%+16.7%
Q4 2019-0.1%-0.3%-16.5%
Q3 2019+3.5%+3.6%-1.4%
Q2 2019-1.4%-3.1%-8.1%
Q1 2019-3.1%-3.0%-13.0%
Q4 2018-1.7%-1.7%-3.3%
Q3 2018+8.7%+8.1%+13.1%
Q2 2018-6.9%-4.6%-8.9%
Q1 2018-1.2%-4.4%+0.5%
Q4 2017+7.2%+4.9%-4.3%
Q3 2017-0.1%-1.1%-1.9%
Q2 2017-0.6%-0.1%-0.8%
Q1 2017-1.0%-3.1%-4.3%
Q4 2016-4.6%-4.5%+0.0%
Q3 2016-4.2%-5.0%+2.7%
Q2 2016+2.1%+2.1%+1.1%
Q1 2016-0.0%
Q4 2015-3.4%
Q3 2015+5.8%
Q2 2015+2.5%
Q1 2015-4.2%
Q4 2014+6.7%
Q3 2014-4.1%
Q2 2014-6.3%
Q1 2014-1.9%
Q4 2013+2.5%
Q3 2013+2.5%
Q2 2013-1.3%
Q1 2013+6.4%
Q4 2012-3.2%
Q3 2012+10.3%
Q2 2012+1.9%
Q1 2011-2.5%
Q4 2011-2.5%
Q1 2012-2.5%
Q4 2010+0.3%
Q1 2010+0.3%
Q3 2010-9.3%
Q3 2011-9.3%
Q2 2011-5.5%
Q2 2010-5.5%

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