| Metric | Jan 28, 2025 FY24 Q4 | Apr 29, 2025 FY25 Q1 | Jul 22, 2025 FY25 Q2 | Oct 21, 2025 FY25 Q3 | Jan 27, 2026 FY25 Q4 | Apr 28, 2026 FY26 Q1 | Jul 21, 2026 FY26 Q2 | Oct 20, 2026 FY26 Q3 |
|---|---|---|---|---|---|---|---|---|
| For FY2026 | ||||||||
| EPS-diluted | — | — | — | — | — | New“$10.62 - $12.62” | Lowered“$8.98 to $10.98” | Narrowed“$9.72 to $10.72” |
| EPS-diluted-adjusted | — | — | — | — | New“$11.00 - $13.00” | Raised“$11.50 - $13.50” | Raised“$12.00 - $14.00” | Narrowed“$12.75 - $13.75” |
| Net income attributable to stockholders | — | — | — | — | New“$10.3 billion - $11.7 billion” | Reiterated“$10.3 billion - $11.7 billion” | Lowered“$8.4 billion to $9.8 billion” | Narrowed“$8.9 billion to $9.5 billion” |
| Adjusted automotive free cash flow | — | — | — | — | New“$9.0 billion - $11.0 billion” | Reiterated“$9.0 billion - $11.0 billion” | Raised“$9.5 billion - $11.5 billion” | Raised“$11.5 billion - $12.5 billion” |
| Anticipated capital spending | — | — | — | — | New“$10.0 billion - $12.0 billion” | — | — | — |
| Automotive operating cash flow | — | — | — | — | New“$19.0 billion - $23.0 billion” | Lowered“$16.8 billion - $20.8 billion” | Lowered“$15.4 billion to $19.4 billion” | Raised“$17.3 billion to $20.3 billion” |
| EBIT-adjusted | — | — | — | — | New“$13.0 billion - $15.0 billion” | Raised“$13.5 billion - $15.5 billion” | Raised“$14.0 billion - $16.0 billion” | Narrowed“$14.5 billion - $15.5 billion” |
| Gross tariff costs | — | — | — | — | — | New“$2.5 billion to $3.5 billion” | — | — |
| Quarterly cash dividend | — | — | — | — | — | — | New“$0.18 per share” | — |
| Quarterly cash dividend | — | — | — | — | — | New“$0.18 per share” | — | — |
| For FY2025 | ||||||||
| Diluted earnings per common share | — | — | New“$ 8.22-9.97” | — | — | — | — | — |
| EPS-diluted | — | — | — | New“$8.30 - $9.05” | — | — | — | — |
| EPS-diluted-adjusted | New“$11.00 - $12.00” | — | Lowered“$ 8.25-10.00” | Raised“$9.75 - $10.50” | — | — | — | — |
| Net income attributable to stockholders | New“$11.2 billion - $12.5 billion” | — | Lowered“$ 7.7-9.5” | Narrowed“$7.7 billion - $8.3 billion” | — | — | — | — |
| Adjusted automotive free cash flow | New“$11.0 billion - $13.0 billion” | — | Lowered“$ 7.5-10.0” | Raised“$10.0 billion - $11.0 billion” | — | — | — | — |
| Anticipated capital spending | New“$10.0 billion - $11.0 billion” | — | — | — | — | — | — | — |
| Automotive operating cash flow | New“$21.0 billion - $24.0 billion” | — | — | Lowered“$19.2 billion - $21.2 billion” | — | — | — | — |
| Capital expenditures | — | — | New“10.0-11.0” | — | — | — | — | — |
| EBIT-adjusted | New“$13.7 billion - $15.7 billion” | — | Lowered“$ 10.0-12.5” | Raised“$12.0 billion - $13.0 billion” | — | — | — | — |
| Estimated benefit from reduced year-over-year expenses at Cruise | New“$0.5 billion” | — | — | — | — | — | — | — |
| Financial | — | — | New“unchanged” | — | — | — | — | — |
| Net automotive cash provided by operating activities | — | — | New“$ 17.0-20.5” | — | — | — | — | — |
| No period stated | ||||||||
| Quarterly common stock dividend rate | — | — | — | — | New“$0.18 per share” | — | — | — |
| Share repurchase authorization | — | — | — | — | New“$6.0 billion” | — | — | — |
| Share repurchase authorization | — | — | — | — | New“$6.0 billion” | — | — | — |