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General Motors Q2'25 Earnings Highlights

$GM (+1.54%)


๐Ÿ”น Revenue: $47.12B (Est. $46.28B) ๐ŸŸข; -1.8% YoY

๐Ÿ”น Adj. EPS: $2.53 (Est. $2.44) ๐ŸŸข; -17.3% YoY


Tariff Impact

๐Ÿ”ธ Q2 Net Tariff Drag: $1.1B

๐Ÿ”ธ Expects Q3 Tariff Impact > Q2

๐Ÿ”ธ Plans to mitigate at least 30% of full-year $4Bโ€“$5B burden


FY25 Guidance (Unchanged)

๐Ÿ”น Adj. EPS: $8.25โ€“$10.00 (Est. $9.37) ๐Ÿ˜

๐Ÿ”น Adj. EBIT: $10.0Bโ€“$12.5B (Est. $11.37B)๐Ÿ˜

๐Ÿ”น Capex + Battery JV Spend: $10Bโ€“$11B

๐Ÿ”น Adj. Automotive FCF: $7.5Bโ€“$10.0B

๐Ÿ”น Capital Spend Outlook (CY26โ€“27): $10Bโ€“$12B


Q2 North America

๐Ÿ”น Adj. EBIT: $2.42B (Est. $2.75B) ๐Ÿ”ด; DOWN -45.5% YoY

๐Ÿ”น Adj. EBIT Margin: 6.1% (vs. 10.9%)

๐Ÿ”น Vehicle Sales: 974,000 units (Est. 998,971) ๐Ÿ”ด


Q2 International

๐Ÿ”น Adj. EBIT: $204M (Est. $141.1M) ๐ŸŸข; UP from $50M YoY


Q2 China JV Equity Income

๐Ÿ”น $71M vs. ($104M) YoY; swing to profit


Q2 GM Financial

๐Ÿ”น EBT-Adjusted: $704M; DOWN -14.4% YoY


Other Q2 Metrics:

๐Ÿ”น Net Income: $1.90B; DOWN -35.4% YoY

๐Ÿ”น EBIT-Adjusted: $3.04B; DOWN -31.6% YoY

๐Ÿ”น EBIT-Adjusted Margin: 6.4% (vs. 9.3%)

๐Ÿ”น Adj. Auto Free Cash Flow: $2.83B; DOWN -46.6% YoY

๐Ÿ”น Automotive Operating Cash Flow: $4.65B; DOWN -39.7% YoY


CEO Commentary: Mary Barra

๐Ÿ”ธ โ€œDespite slower EV industry growth, we remain committed to profitable long-term EV production.โ€

๐Ÿ”ธ โ€œOur FY guide remains unchanged. Weโ€™re actively offsetting the tariff headwinds through disciplined cost actions.โ€

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