Q3 25 EPS
$2.80
BEAT +20.54%
Est. $2.32
Q3 25 Revenue
$48.59B
BEAT +7.20%
Est. $45.33B
vs S&P Since Q3 25
+5.9%
BEATING MARKET
GM +13.3% vs S&P +7.4%
Market Reaction
Did GM Beat Earnings? Q3 2025 Results
General Motors delivered a headline-beating third quarter for fiscal 2025, posting adjusted EPS of $2.80 against a Wall Street consensus of $2.32, a 20.54% beat, while revenue of $48.59 billion topped estimates by 7.20%, though it was essentially fla… Read more General Motors delivered a headline-beating third quarter for fiscal 2025, posting adjusted EPS of $2.80 against a Wall Street consensus of $2.32, a 20.54% beat, while revenue of $48.59 billion topped estimates by 7.20%, though it was essentially flat, down just 0.3% from the year-ago period. The real story, however, lies beneath the adjusted figures: net income attributable to stockholders collapsed 56.6% to $1.33 billion, weighed down by $1.93 billion in special charges, the largest of which was a $1.59 billion EV strategic realignment charge tied to manufacturing capacity and footprint adjustments. EBIT-adjusted of $3.38 billion fell 18.0% year-over-year, with margin compressing to 6.9%. Bright spots included GM Financial, where EBT-adjusted climbed 17.0% to $804 million, and a sharp recovery in GM International. Looking ahead, GM raised its full-year EBIT-adjusted guidance to $12.0–$13.0 billion and lifted adjusted EPS to $9.75–$10.50, signals that management sees the underlying business staying on track despite near-term restructuring headwinds.
Key Takeaways
- • U.S. market share increased to 17.0% from 16.5% year-over-year
- • North America capacity two-shift utilization reached 118.3%, up from 109.1%
- • GM Financial EBT-adjusted grew 17.0% to $804 million
- • China equity income swung to $80 million profit from $137 million loss
- • GMI EBIT-adjusted surged to $226 million from $42 million
- • U.S. truck market share of 32.3%
GM YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
GM Revenue by Segment
With YoY comparisons, source: SEC Filings
GM Earnings Trends
GM vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
GM EPS Trend
Earnings per share: estimate vs actual
GM Revenue Trend
Quarterly revenue: estimate vs actual
GM Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 | — | $3.70 | — | $43.62B | +0.18% |
| Q4 25 BEAT FY | $2.24 | $2.51 | +12.05% | $45.29B | — |
| FY Full Year | $10.39 | $10.60 | +2.05% | $185.02B | -0.48% |
| Q3 25 BEAT | $2.32 | $2.80 | +20.54% | $48.59B | +7.20% |
| Q2 25 BEAT | $2.39 | $2.53 | +5.88% | $47.12B | +2.78% |
| Q1 25 BEAT | $2.66 | $2.78 | +4.33% | $44.02B | +1.88% |