Automaker earnings, Q3 2026
The quarter in one table. Reported rows carry the company's own numbers; pending rows carry the date and the consensus. Updated 2026-10-27.
| Company | Reports | Revenue | EPS | Net income | Margin | Core / NA profit | Guidance |
|---|---|---|---|---|---|---|---|
| General Motors GM Beat on EPS; trucks and SUVs carried it; EV losses narrowing. CNBC, Oct 20 | Oct 20 reported | $50.0B | $3.70 adj. (+32%) | $3.3B | 8.2% adj. EBIT | Adj. EBIT $4.11B (+22%) | FY adj. EBIT $14.5–15.5B (narrowed), EPS $12.75–13.75, FCF raised; new $20B buyback |
| Tesla TSLA Automotive gross margin improved; profit still down on price cuts and credit expiry. Electrek, Oct 21 | Oct 21 reported | $28.05B (flat) | $0.48 adj. (−4%) | $787M GAAP (−43%) | 2.6% operating | Operating income $718M (−56%) | None given |
| Ford Motor F Consensus automotive revenue about $45.7B; third straight quarterly sales decline, Model e losses and tariffs in focus. Zacks preview | Oct 28 (after close) | — | Est. $0.39 (Zacks) | — | — | — | — |
| Stellantis STLA Q3 shipments 1.3M (−1%); watch Jeep's US slide vs Ram's gains and the 2026 guidance. 24/7 Wall St. preview, Oct 26 | Oct 28 (revenues) | Est. about $36B | Est. −$0.18 (normalized) | — | — | — | H2 weighted to Q4 (prior statement) |
| Toyota TM Fiscal second quarter; hybrids and the yen drive the number. Toyota IR | Early November (FY Q2) | — | — | — | — | — | — |
| Hyundai Motor 005380.KS Record US quarter for Kia and Genesis; tariffs on Korean-built cars are the swing factor. Hyundai IR | Late October | — | — | — | — | — | — |
| Honda HMC US sales +9% in Q3 on hybrids. Honda IR | Early November (FY Q2) | — | — | — | — | — | — |
| Rivian RIVN Q3 deliveries up 46% per Cox; R2 ramp and gross margin are the questions. Rivian IR | Early November | — | — | — | — | — | — |
Figures from each company's release or call; estimates marked "Est." are consensus from the source linked. Tesla and Rivian report no segment line, so the operating income is shown.
What to watch this week
- Ford (Oct 28): tariff cost guidance, Model e losses, and whether the F-Series pricing holds after a third quarterly sales decline.
- Stellantis (Oct 28): whether 2026 guidance survives; Jeep down 20% in the US while Ram is up 29%.
- GM already set the tone: narrowed guidance, higher free cash flow and a $20B buyback on truck profits.
- Tesla: flat revenue and a 2.6% operating margin; the robotaxi narrative replaced guidance.