EPS consensus estimate is $1.16/share. I'm thinking closer to $2/share given record high ATP's and ~70% reduction in incentive spending y/y. I was in Michigan in September and saw first hand the massive stockpile of build shy heavy duty pickups near Flint assembly. It sounds like these have been finished so revenues should show up in Q4 results. Stockpiled full size SUV's were also said to have received chips. North American profit margins will be over 10% (11?). Start of regular production for the 2022 Silverado and Sierra start on February 7 in Mexico and about a month after that in the US. Guidance will be the focus of the earnings call rather than Q4 results given continued uncertainties around chip supplies. Chip shortages are currently affecting Envision production in China so any hints that production may be disrupted in the US could send the stock lower. Something I find interesting is GM will report after the bell tomorrow. In the recent past they have reported before the opening bell.