GM Q4 2025

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Earnings

General Motors delivered a mixed but fundamentally resilient Q4 2025, posting adjusted EPS of $2.51 against a Wall Street consensus of $2.24, a 12.05% beat, even as revenue of $45.29 billion fell short of the $46.17 billion estimate and slipped 5.1% … Read more General Motors delivered a mixed but fundamentally resilient Q4 2025, posting adjusted EPS of $2.51 against a Wall Street consensus of $2.24, a 12.05% beat, even as revenue of $45.29 billion fell short of the $46.17 billion estimate and slipped 5.1% year-over-year. The headline narrative was shaped by more than $7.20 billion in special charges tied to a sweeping strategic realignment of GM's electric vehicle capacity, triggered by softening consumer EV demand and a shifting U.S. Policy environment that eliminated key consumer incentives. Strip those charges away, and the underlying business showed genuine momentum: Q4 EBIT-adjusted climbed 13.3% year-over-year to $2.84 billion, while China equity losses narrowed dramatically to $513 million from $4.06 billion a year earlier. GM also rewarded shareholders with a 20% dividend increase and a new $6.00 billion buyback authorization. Looking ahead, management projects 2026 EPS-diluted-adjusted of $11.00–$13.00, a range that will be closely watched by anyone tracking GM's long-term valuation trajectory as the broader auto industry navigates its own EV reckoning.