General Motors delivered another strong quarterly performance, reporting fourth-quarter earnings that exceeded market expectations while announcing a dividend increase and a new $6 billion share repurchase program.<\/p>\n\n\n\n
The automaker posted revenue of $45.29 billion for the quarter, slightly below consensus estimates but down just over 5% from a year earlier. Adjusted earnings per share came in at $2.51, comfortably ahead of forecasts, while adjusted EBIT reached $2.84 billion.<\/p>\n\n\n\n
On the back of the results, GM shares surged nearly 9%, closing at a record high of $86.38. The board approved a $0.03 increase in the quarterly dividend to $0.18 per share and authorized a new $6 billion stock buyback.<\/p>\n\n\n\n
Chief financial officer Paul Jacobson said the company\u2019s profitability continues to support strong cash generation, allowing capital to be returned to shareholders while maintaining balance sheet flexibility.<\/p>\n\n\n\n
Looking ahead, GM forecast adjusted EBIT of $13 billion to $15 billion for 2026, alongside adjusted automotive free cash flow of $9 billion to $11 billion. Adjusted diluted EPS is expected to range between $11.00 and $13.00.<\/p>\n\n\n\n
For 2025, GM met or exceeded its own guidance across key metrics, reinforcing confidence in its operational performance despite a challenging macro environment.<\/p>\n\n\n\n
The company cautioned that 2026 will bring additional headwinds, including $3 billion to $4 billion in incremental tariff costs, as well as commodity and foreign exchange pressures. GM also cited continued onshoring and restructuring costs.<\/p>\n\n\n\n
Despite these challenges, management expects electric vehicle losses to improve by up to $1.5 billion, supported in part by regulatory credits and cost reductions.<\/p>\n\n\n\n
GM acknowledged softer-than-expected demand for electric vehicles, with EV sales falling sharply in the fourth quarter. The company has taken cumulative EV-related write-downs exceeding $6 billion as it adjusts to a slower adoption curve.<\/p>\n\n\n\n
By contrast, sales of full-size pickups and SUVs continued to perform strongly, helping GM remain the top-selling automaker in the U.S. in 2025.<\/p>\n","protected":false},"excerpt":{"rendered":"
Fourth-quarter results exceed expectations General Motors delivered another strong quarterly performance, reporting fourth-quarter earnings that exceeded market expectations while announcing a dividend increase and a new $6 billion share repurchase program. The automaker posted revenue of $45.29 billion for the quarter, slightly below consensus estimates but down just over 5% from a year earlier. Adjusted […]<\/p>\n","protected":false},"author":10772,"featured_media":13321,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19],"tags":[3271,1120,3269,3273,1383,3270,599,3272],"class_list":{"0":"post-13320","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-business","8":"tag-automotive-earnings","9":"tag-dividend-increase","10":"tag-ev-market","11":"tag-free-cash-flow","12":"tag-general-motors","13":"tag-gm-earnings","14":"tag-stock-buyback","15":"tag-us-auto-sales"},"_links":{"self":[{"href":"https:\/\/thetimesfinancial.com\/index.php?rest_route=\/wp\/v2\/posts\/13320","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thetimesfinancial.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thetimesfinancial.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thetimesfinancial.com\/index.php?rest_route=\/wp\/v2\/users\/10772"}],"replies":[{"embeddable":true,"href":"https:\/\/thetimesfinancial.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=13320"}],"version-history":[{"count":1,"href":"https:\/\/thetimesfinancial.com\/index.php?rest_route=\/wp\/v2\/posts\/13320\/revisions"}],"predecessor-version":[{"id":13322,"href":"https:\/\/thetimesfinancial.com\/index.php?rest_route=\/wp\/v2\/posts\/13320\/revisions\/13322"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/thetimesfinancial.com\/index.php?rest_route=\/wp\/v2\/media\/13321"}],"wp:attachment":[{"href":"https:\/\/thetimesfinancial.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=13320"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thetimesfinancial.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=13320"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thetimesfinancial.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=13320"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}