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General Motors Company Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary27 Jan, 2026
Executive summary
Achieved #1 in total U.S. sales with 2.9M deliveries, up 6% year-over-year, and U.S. market share grew 0.6 points to 17.2% with low incentive spend.
Full-year 2025 EBIT-adjusted reached $12.7 billion, at the high end of guidance, with a 54% total return for investors and robust cash flow.
Managed over 40% of $3.1B gross tariffs, proactively adjusted EV capacity, and reduced fixed costs in response to market shifts.
OnStar and Super Cruise subscriptions grew significantly, supporting deferred revenue and future margin expansion.
Board approved a 20% dividend increase and a new $6.0 billion share repurchase authorization.
Financial highlights
2025 revenue: $185.0 billion; EBIT-adjusted: $12.7 billion; adjusted automotive free cash flow: $10.6 billion; EPS-diluted-adjusted: $10.60.
Q4 2025 revenue: $45.3 billion, EBIT-adjusted: $2.8 billion, EPS-diluted-adjusted: $2.51.
Full-year 2025 EBIT-adjusted margin: 6.9%; net income: $2.7 billion, net income margin: 1.5%.
Gross tariff costs for 2025: $3.1 billion, with over 40% offset by cost actions.
Aggregate Q3 and Q4 EV-related charges: $7.6 billion, with $4.6 billion expected to be settled in cash.
Outlook and guidance
2026 EBIT-adjusted guidance: $13.0–$15.0 billion; EPS-diluted-adjusted: $11.00–$13.00; adjusted auto free cash flow: $9.0–$11.0 billion; capital spend: $10.0–$12.0 billion.
North America EBIT-adjusted margins expected to return to 8%-10%.
ICE wholesale volumes expected flat to modestly up; pricing flat to up 0.5%.
Warranty cost savings of $1 billion and $400 million incremental high-margin revenue from OnStar/Super Cruise expected.
U.S. SAAR assumed in low 16 million unit range; GM Financial EBT-adjusted $2.5–$3.0 billion.
How US policy changes affect EV investment?
What drove China equity income improvement?
Implications of rising fleet sales percentage?
Key drivers for EV profitability beyond 2026?
What new services will drive OnStar growth?
How balance CapEx with shareholder returns?
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Next General Motors Company earnings date
Federal Reserve Bank of Chicago’s Automotive Insights Symposium4 Feb, 2026
General Motors Company
Next General Motors Company earnings date
Federal Reserve Bank of Chicago’s Automotive Insights Symposium4 Feb, 2026
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Frequently asked questions
Motor City royalty
General Motors, most commonly referred to simply as GM, is an American automotive company with a rich history that dates back over a century. Headquartered in Detroit, Michigan, GM has been a prominent player in the global automotive industry for over a century. Today, GM operates as a major multinational corporation, manufacturing and selling a diverse range of vehicles under various brands. With a global presence and a legacy of automotive excellence, GM continues to remain relevant over 100 years since their foundation.
From 1908 until today
General Motors (GM), founded in 1908, by William C. Durant, a prominent figure in the early automobile industry. GM's roots trace back to the merger of several automobile companies, including Buick, Oldsmobile, Cadillac, and others. Over the years, GM has played a significant role in shaping the automotive landscape, introducing innovations like the electric starter, automatic transmission, and the first V8 engine.
The company has faced numerous challenges and experienced ups and downs throughout its history, including bankruptcy and subsequent restructuring through a bailout by the Bush administration. GM, together with Ford and Chrysler (the latter is now a part of Stellantis), was one of the key players in turning Detroit into the world's number one hub for automotive production. Even though the power structures of the industry have shifted away from Detroit, the moniker “The Motor City” still lives on.
Everything from workhorses to luxury vehicles
Under the GM umbrella various brands like Chevrolet, Buick, GMC, and Cadillac ensure that the company is able to offer a wide selection of vehicles with everything from efficient compact cars to luxurious SUVs and trucks. This diverse product range allows GM to cater to a broad range of customer preferences and lifestyles. Whether those in the market for a new vehicle are seeking reliable and fuel-efficient transportation, family-friendly vehicles, or premium and high-performance models, GM's brand portfolio provides options to suit various requirements and needs. This versatility in their product offerings has helped GM maintain their position as a prominent player in the global automotive industry.
Preparing for an electrical future
GM is positioning itself for the electric vehicle (EV) era by making significant advancements in EV technology and infrastructure. The company has committed to an all-electric future, and is planning to ramp up their production of EV’s in the coming years. GM's Ultium battery platform enables longer driving ranges and faster charging capabilities and the company is investing in EV charging networks and collaborating with partners to expand charging infrastructure. By prioritizing EV development and infrastructure, GM is preparing for a future reliant on electricity rather than fossil fuels.
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