July 21, 2026 11:45 AM GMT General Motors Company | North America Another Beat and Raise AlphaSignals Earnings Reaction Strengthens our thesis Modest upside Modest revision higher Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research Our Take: Another strong print from GM, driven by North America, where adj. EBIT came in 8% above our expectations, due to better price and cost savings. Digital services also continues to ...