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General Motors (GM) investor relations material

General Motors Q3 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q3 2025 earnings summary21 Oct, 2025

Executive summary

  • Q3 2025 revenue was $48.6B, with net income of $1.3B and EBIT-adjusted of $3.4B, reflecting significant year-over-year declines in profitability metrics due to EV realignment charges and higher costs.

  • Achieved highest U.S. third-quarter market share since 2017 at 17.0%, with 710K deliveries and record EV sales of 67K units, maintaining low incentives and disciplined inventory management.

  • Strategic actions included $1.6B in charges for EV capacity realignment, termination of BrightDrop production, and winding down Cruise robotaxi operations.

  • Updated full-year 2025 guidance raised expectations for EBIT-adjusted, net income, and cash flow, reflecting robust performance and favorable tariff updates.

  • Continued disciplined capital allocation with $2.1B in Q3 capital investments, $1.5B in share repurchases, and $1.3B in debt repayment.

Financial highlights

  • Q3 2025 revenue was $48.6B, down 0.3% year-over-year; EBIT-adjusted was $3.4B, down from $4.1B in Q3 2024; net income margin fell to 2.7%.

  • Adjusted automotive free cash flow for Q3 was $4.2B, with $7.8B for the nine months ended September 30, 2025.

  • North America EBIT-adjusted margin was 6.2%, down from 9.7% a year ago; GMI EBIT-adjusted was $226M, up from $42M.

  • Diluted EPS for Q3 2025 was $1.35, and EPS-diluted adjusted was $2.80.

  • Automotive liquidity at quarter-end was $35.7B, with cash and cash equivalents of $22.9B.

Outlook and guidance

  • 2025 full-year guidance: Net income of $7.7B–$8.3B, EBIT-adjusted of $12.0B–$13.0B, EPS-diluted adjusted of $9.75–$10.50, and adjusted automotive free cash flow of $10.0B–$11.0B.

  • Gross tariff impact for 2025 expected at $3.5B–$4.5B, with 35% offset anticipated.

  • Capital expenditures and battery JV investments expected at $10B–$11B in 2025.

  • 2026 expected to be stronger, with focus on EV loss reduction, warranty cost control, and improved North American margins.

  • The company expects to maintain strong liquidity and investment-grade credit ratings.

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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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