Inferra AIResearch Tools

Inferra AI / Company / GM

General Motors

GM · Consumer Discretionary

Last earnings Oct 20, 2026

Important announcements

GM Announces transfer of stock exchange listing to NasdaqOct 27, 2026

Key results

Net incomequarter

$3.3 billion

Fourth-quarter 2025 net income attributable to stockholders was a loss of $3.3 billion and EBIT-adjusted was $2.8 billion.

SEC original ↗General Motors — Earnings release (8-K exhibit)EX-99Jan 27, 2026

Change revenuequarter

$ 45,287

2 Results Overview Three Months Ended $M except per share amounts December 31, 2025 December 31, 2024 Change % Change Revenue $ 45,287 $ 47,702 $ (2,415) (5.1) % Net income (loss) attributable to stockholders $ (3,310) $ (2,961) $ (349) (11.8) % EBIT-adjusted $ 2,843 $ 2,509 $ 334 13.3 % Net income margin (7.3) % (6.2) % (1.1) ppts (17.7) % EBIT-adjusted margin 6.3 % 5.3 % 1.0 ppts 18.9 % Automotive operating cash flow $ 5,606 $ 4,765 $ 841 17.6 % Adjusted automotive free cash flow $ 2,755 $ 1,823 $ 933 51.2 % EPS-diluted(a) $ (3.60) $ (1.64) $ (1.96) n.

SEC original ↗General Motors — Earnings release (8-K exhibit)EX-99Jan 27, 2026

Net incomefull-year

$2,697 million

Net income (loss) attributable to stockholders $ 2,697 $ 6,008

SEC original ↗General Motors — Earnings release (8-K exhibit)EX-99Jan 27, 2026

EPSfull-year

8

diluted EPS because the securities would have had an antidilutive effect. 8 General Motors Company and Subsidiaries 1

SEC original ↗General Motors — Earnings release (8-K exhibit)EX-99Jan 27, 2026

AI analysis

Q3 2025 · reported Jan 27, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

EPS · Full year
8
EX-99 · Jan 27, 2026
Net income · Q3 2025
$3.3B
Full year: $2,697 million
EX-99 · Jan 27, 2026
Change revenue · Q3 2025
$ 45,287
EX-99 · Jan 27, 2026

Headline figures

MetricQ3 2025Prior qtrYear ago
Net income$3.3 billion——
Change revenue$ 45,287——

EX-99 · Jan 27, 2026

Guidance · company-stated

No guidance located in the held release

Outlook statement

“ET GM releases 2026 third-quarter results and updates full-year 2026 guidance Board approves new $20 billion share repurchase authorization, declares quarterly dividend DETROIT General Motors (NYSE GM) today reported third-quarter 2026 revenue of $50.0 billion, net income attributable to stockholders of $3.3 billion, and EBIT-adjusted of $4.1 billion.”

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Dividend20%

ET GM releases 2025 financial results and 2026 guidance Board declares dividend at 20% higher quarterly rate, and approves new $6.0 billion share repurchase authorization DETROIT General Motors (NYSE GM) today reported full-year 2025 net income attributable to stockholders of $2.7 billion and EBIT-adjusted of $12.7 billion.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

The chart below summarizes GM's 2025 financial guidance and 2025 results, as well as the company's 2026 guidance, which is for a year of strong financial performance

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

ET GM releases 2025 financial results and 2026 guidance Board declares dividend at 20% higher quarterly rate, and approves new $6.0 billion share repurchase authorization DETROIT General Motors (NYSE GM) today reported full-year 2025 net income attributable to stockholders of $2.7 billion and EBIT-adjusted of $12.7 billion.

SEC original ↗General Motors — Earnings release (8-K exhibit)EX-99Jan 27, 2026

Higher quarterly dividend rate and share repurchase authorization GM announced today that its Board of Directors has approved a $0.03 per share increase in the quarterly common stock dividend rate to $0.18 per share.

SEC original ↗General Motors — Earnings release (8-K exhibit)EX-99Jan 27, 2026

GM declared a quarterly cash dividend on the company s outstanding common stock at the new rate of $0.18 per share, payable March 19, 2026 to holders of common stock at the close of trading on March 6, 2026.

SEC original ↗General Motors — Earnings release (8-K exhibit)EX-99Jan 27, 2026

The company also announced that its Board has approved a new $6.0 billion share repurchase authorization.

SEC original ↗General Motors — Earnings release (8-K exhibit)EX-99Jan 27, 2026

We believe that formula is sustainable, which is why we re increasing our dividend and planning future share repurchases.

SEC original ↗General Motors — Earnings release (8-K exhibit)EX-99Jan 27, 2026

The share repurchase program, which has no expiration date, will be executed in accordance with applicable securities laws and regulations and may be suspended or discontinued at any time at the company's discretion.

SEC original ↗General Motors — Earnings release (8-K exhibit)EX-99Jan 27, 2026

Strategy & priorities

This has allowed us to execute all phases of our capital allocation strategy, from investing in the business and our people, to maintaining a strong balance sheet and returning capital to shareholders, said Mary Barra, Chair and CEO.

SEC original ↗General Motors — Earnings release (8-K exhibit)EX-99Jan 27, 2026

Examples of adjustments to EBIT include, but are not limited to, impairment charges on long-lived assets and other exit costs resulting from strategic shifts in our operations or discrete market and business conditions, and certain costs arising from legal matters.

SEC original ↗General Motors — Earnings release (8-K exhibit)EX-99Jan 27, 2026

(b) These adjustments were excluded because they relate to our strategic realignment of our EV capacity and manufacturing footprint.

SEC original ↗General Motors — Earnings release (8-K exhibit)EX-99Jan 27, 2026

These adjustments include $0.3 billion that was recorded in the three months ended June 30, 2025 associated with Ultium's strategic realignment.

SEC original ↗General Motors — Earnings release (8-K exhibit)EX-99Jan 27, 2026

(g) T hese adjustments were excluded because they primarily relate to the wind down of our manufacturing operations in Colombia and Ecuador and an asset sale resulting from our strategic decision in 2020 to exit India .

SEC original ↗General Motors — Earnings release (8-K exhibit)EX-99Jan 27, 2026

Risks & headwinds

(d) These adjustments were excluded because they relate to investigations and litigation associated with our former OnStar Smart Driver product and an indemnification charge for a European-wide Takata Corporation related recall.

SEC original ↗General Motors — Earnings release (8-K exhibit)EX-99Jan 27, 2026

Commitments, Contingencies, and Uncertainties 18 Note 14.

SEC original ↗General Motors — 10-Q Quarterly report10-QOct 20, 2026

Legal Proceedings 49 Item 1A.

SEC original ↗General Motors — 10-Q Quarterly report10-QOct 20, 2026

Tariffs, less available offsets and deductions, are capitalized into the cost of inventories as incurred.

SEC original ↗General Motors — 10-Q Quarterly report10-QOct 20, 2026

Offset amounts in excess of tariffs incurred will be recognized as a reduction to future tariffs.

SEC original ↗General Motors — 10-Q Quarterly report10-QOct 20, 2026

Commitments, Contingencies, and Uncertainties Litigation-Related Liability and Indirect Tax-Related Matters In the normal course of our business, we are named from time to time as a defendant in various legal actions, including arbitrations, class actions, and other litigation.

SEC original ↗General Motors — 10-Q Quarterly report10-QOct 20, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Amazon (AMZN) Consumer DiscretionaryTesla, Inc. (TSLA) Consumer DiscretionaryAlibaba Group (BABA) Consumer DiscretionaryeBay Inc. (EBAY) Consumer DiscretionaryToyota Motor (TM) Consumer DiscretionaryO'Reilly Automotive (ORLY) Consumer DiscretionaryLi Auto Inc. (LI) Consumer DiscretionaryV F Corp (VFC) Consumer Discretionary
Documents

Filings

61 documents

Earnings releases

19 documents

Presentations

0 documents

No presentations for General Motors are held in this edition of the library.

Transcripts

0 documents

No transcripts for General Motors are held in this edition of the library.

Mentioned by

4 companies

Other tracked companies whose held documents mention General Motors by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.