General Motors said it expects net income attributable to stockholders of $7.7 billion to $9.5 billion, EBIT-adjusted of $10.0 billion to $12.5 billion and EPS-diluted-adjusted of $8.25 to $10.00 for the year ending December 31, 2025.

1. 01

   General Motors said it expects net income attributable to stockholders of $7.7 billion to $9.5 billion, EBIT-adjusted of $10.0 billion to $12.5 billion and EPS-diluted-adjusted of $8.25 to $10.00 for the year ending December 31, 2025.

2. 02

   Based on the current tariff environment, the company estimates that impacts to EBIT-adjusted could range from $4.0 billion to $5.0 billion for the year ending December 31, 2025. The company said the tariff environment continues to remain highly dynamic.

3. 03

   The company cited increased material and freight costs of $1.4 billion, including $1.1 billion due to tariffs, as a factor in the increase in Cost for the 3 months ended June 30, 2025. It also cited unfavorable net realizable value inventory adjustments of $0.3 billion, primarily EV-related, and charges of $0.3 billion due to the Ultium Cells Holdings LLC strategic realignment.

4. 04

   General Motors said its total vehicle sales in the U.S. were 1.4 million for market share of 17.3% in the 6 months ended June 30, 2025, representing an increase of 1.2 percentage points compared to the corresponding period in the prior year. U.S. industry sales were 8.3 million in the same period, representing an increase of 3.8% compared to the corresponding period in the prior year.

Key figures

Quarter ended June 30, 2025

Revenue

$42.9B

Operating income

$2.1B

Net income

$1.9B

EPS

$1.91

Analysis scope · Management's discussion (MD&A)We analyzed excerpts of the Management's Discussion and Analysis (MD&A) section (with omissions). Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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