General Motors (GM) Earnings Q3 2025

detroit – General Motors It raised its economic guidance for 2025 after beating Wall Street’s top- and bottom-line earnings expectations for the third quarter on Tuesday, while reducing its expected impact from tariffs.

Shares of GM rose more than 9% during premarket trading on Tuesday, down 2.4%. The stock closed Monday at $58 a share.

Here’s how The company performed In the third quarter, compared to average estimates compiled by LSEG:

• Earnings per share: $2.80 Adjusted Vs. $2.31 expected
• Revenue: $48.59 billion versus $45.27 billion expected
• Adjusted EBIT: $3.38 billion versus $2.72 billion expected

GM’s third-quarter revenue of $48.59 billion was less than 1% from $48.76 billion in the same period last year.

GM’s new outlook shows strength for the automaker heading into the fourth quarter and beat Wall Street analysts’ current expectations for the final three months of the year.

The updated guidance includes $12 billion to $13 billion, or $9.75 to $10.50 adjusted EPS, $10 billion to $12.5 billion, or $8.25 to $10 adjusted EPS, and $10 billion to $11 billion in adjusted automotive free cash flow from $75 billion.

The automaker’s new EPS target suggests fourth-quarter adjusted EPS between $1.64 and $2.39, with a midpoint of about $2.02, topping the current consensus of $1.94.

“Thanks to the collective efforts of our team and our attractive vehicle portfolio, GM delivered another year of strong earnings and free cash flow,” GM CEO Mary twelve said in a shareholder letter on Tuesday. “Based on our performance, we are raising our full-year guidance, underscoring our confidence in the company’s trajectory.”

GM too This cut the expected impact of the tariffs to between $3.5 billion and $4.5 billion this year, down from $4 billion to $5 billion. The automaker expects to offset about 35% of that impact.

Bara thanked the President on Tuesday Donald Trump for “Important Rate Updates” Friday that included imposing tariffs on imported medium- and heavy-duty trucks and parts as well as raising the tariff offset to 3.75% of the value of American-made vehicles.

Excludes GM’s adjusted results $1.6 billion in special charges The automaker reported last week that a pullback in all-electric vehicles cut net income to stockholders by more than half from the third quarter of 2024.

The company’s net income attributable to stockholders was $1.3 billion in the most recently reported period, down 57%. About $3.1 billion a year ago. Its net income margin fell to 2.7%, down from 6.3% a year ago.

GM CFO Paul Jacobson said Tuesday that only 40% of the company’s EVs are profitable on a production or contribution-margin basis. He indicated that the company expects the profitable adoption of EVs to take longer than previously expected amid the expected slowdown.

“We believe there’s a strong future for electric vehicles, and we’ve got a great portfolio to be competitive, but we have some structural changes we need to make to make sure we lower the cost of manufacturing those vehicles,” he said. CNBC’s Phil LeBeau During the “squawk box”.

GM has significantly increased EV sales this year. Motor Intelligence reported that the Detroit automaker jumped from 8.7% market share at the start of the year to 13.8% in the third quarter – topping Hyundai MotorWith Kia, up 8.6% from September. GM is still behind the US EV leader Tesla By a large margin.