GM's third-quarter net income attributable to stockholders more than doubled to $3.34B, including a $0.7 billion IEEPA tariff refund.

Filed October 20, 2026 · Period ending September 30, 2026 · Compared to 10-Q Oct 21, 2025 · ~1 min read

Key Changes

• high

  Operating income rose 234.4% to $3.60B in the third quarter, including a $0.7 billion IEEPA tariff refund, lifting operating margin to 7.2% from 2.2% a year earlier.

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• high

  GMNA EBIT-adjusted climbed 43.3% to $3.59B in the quarter, with margin expanding to 8.7% from 6.2%.

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• high

  The company recorded a $0.7 billion net favorable adjustment from refundable IEEPA tariffs following the Supreme Court ruling, and now estimates full-year tariff impacts of $2.5 billion to $3.5 billion.

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