General Motors said it expects net income attributable to stockholders of $7.7 billion to $8.3 billion, EBIT-adjusted of $12.0 billion to $13.0 billion, EPS-diluted of $8.30 to $9.05 and EPS-diluted-adjusted of $9.75 to $10.50 for the year ending December 2025.

1. 01

   General Motors said it expects net income attributable to stockholders of $7.7 billion to $8.3 billion, EBIT-adjusted of $12.0 billion to $13.0 billion, EPS-diluted of $8.30 to $9.05 and EPS-diluted-adjusted of $9.75 to $10.50 for the year ending December 2025.

2. 02

   Based on the current tariff environment, the company estimates that impacts to EBIT-adjusted could range from $3.5 billion to $4.5 billion for the year ending December 2025. It added that due in part to increased competitiveness of its U.S. produced vehicles, GM anticipates that the recently announced changes to the import adjustment offset program will result in a material positive benefit to its Q4 2025 business results, as well as in future quarters.

3. 03

   General Motors said that based on a planned strategic realignment of its EV capacity and manufacturing footprint to expected consumer demand, it recorded charges of $1.6 billion in GMNA in the 3 months ended September 30, 2025. The company cited increased material and freight costs of $1.0 billion, including $1.1 billion due to tariffs, and increased warranty-related costs of $0.9 billion as factors in the increase in Cost for the quarter.

4. 04

   General Motors said its total vehicle sales in the U.S. were 2.2 million units for market share of 17.2% in the 9 months ended September 30, 2025, representing an increase of 1.0 percentage points compared to the corresponding period in the prior year. It added that industry sales in North America were 15.5 million units, representing an increase of 4.1% compared to the corresponding period in the prior year.

Key figures

Quarter ended September 30, 2025

Revenue

$44.3B

Operating income

$1.1B

Net income

$1.3B

EPS

$1.35

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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