Reported results
- Q3 2026 revenue: $50.0 billion (GAAP); Q3 2026 net income attributable to stockholders: $3.3 billion (GAAP); Q3 2026 EBIT-adjusted: $4.1 billion (non-GAAP)
- Q3 2026 diluted EPS: $3.73 (GAAP); Q3 2026 EPS-diluted-adjusted: $3.70 (non-GAAP)
- Q3 2026 automotive operating cash flow: $8.0 billion (GAAP); Q3 2026 adjusted automotive free cash flow: $5.9 billion (non-GAAP)
- Full-year 2026 EBIT-adjusted guidance: $14.5 billion to $15.5 billion (non-GAAP), narrowed from prior range of $14.0 billion to $16.0 billion
- Full-year 2026 net income attributable to stockholders guidance: $8.9 billion to $9.5 billion (GAAP); full-year 2026 EPS-diluted guidance: $9.72 to $10.72 (GAAP)
- Board approved new $20.0 billion multi-year share repurchase authorization and declared quarterly cash dividend of $0.18 per share payable December 17, 2026
Guidance
- Full-year 2026 net income attributable to stockholders: $8.9 billion to $9.5 billion (GAAP)
- Full-year 2026 automotive operating cash flow: $17.3 billion to $20.3 billion (GAAP)
- Full-year 2026 EPS-diluted: $9.72 to $10.72 (GAAP)
- Full-year 2026 EBIT-adjusted: $14.5 billion to $15.5 billion (non-GAAP)
- Full-year 2026 adjusted automotive free cash flow: $11.5 billion to $12.5 billion (non-GAAP)
- Full-year 2026 EPS-diluted-adjusted: $12.75 to $13.75 (non-GAAP)
Notes
Company narrowed full-year 2026 guidance ranges for EBIT-adjusted and adjusted automotive free cash flow compared to previous guidance. Guidance does not include potential impact of future adjustments related to special items. As of September 30, 2026, company had 849 million shares outstanding, down from 904 million at end of 2025.
Price and volatility reaction
The stock moved -6.8% on the print. No front-expiry chain was on file, so there is no straddle expected move.
| Measure | Value | Basis |
|---|---|---|
| Close before release | 82.75 | 2026-10-19 |
| Close after release | 77.09 | 2026-10-20 |
| Realised move | -6.8% | close to close |
Source
The figures above come from the earnings release the company filed with the SEC on 2026-10-20 (8-K, Item 2.02). Read the original filing on sec.gov.
