GM Q2 2025

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Earnings

General Motors delivered a headline beat in the second quarter, posting adjusted EPS of $2.53 against a consensus estimate of $2.39, a 5.88% beat, while revenue of $47.12 billion cleared estimates by 2.78%, even as the top line slipped 1.8% year-over… Read more General Motors delivered a headline beat in the second quarter, posting adjusted EPS of $2.53 against a consensus estimate of $2.39, a 5.88% beat, while revenue of $47.12 billion cleared estimates by 2.78%, even as the top line slipped 1.8% year-over-year. The results, however, masked meaningful pressure beneath the surface, with EBIT-adjusted tumbling 31.6% to $3.04 billion and net income falling 35.4% to $1.90 billion, a dynamic that left shares under pressure following the release. The steepest drag came from GM North America, where EBIT-adjusted plunged 45.5% to $2.42 billion as margins contracted sharply to 6.1%. Bright spots included a recovery in China equity income to $71 million from a $104 million loss a year ago, reflecting progress on restructuring efforts in that market. Despite the quarter's headwinds, which also included $663 million in special charges tied to EV strategy realignment and restructuring, management held its full-year guidance steady, reaffirming adjusted EPS of $8.25 to $10.00 and EBIT-adjusted of $10.0 to $12.5 billion.