- GM raised its full-year adjusted EPS forecast to $9.75-$10.50, up from an earlier forecast of $8.25-$10, exceeding analyst estimates of $9.48.
- The company also improved its adjusted EBIT forecast to $12 billion-$13 billion, from a previous range of $10 billion-$12.5 billion, surpassing estimates of $11.45 billion.
- GM forecasts adjusted automotive free cash flow of $10 billion-$11 billion, compared to its prior expectation of $7.5 billion-$10 billion.
- In the third quarter, GM reported adjusted EPS of $2.80, slightly down from $2.96 year over year, but above the estimate of $2.27.
- GM’s net sales and revenue decreased by 0.3% year over year to $48.59 billion, exceeding expectations of $45.18 billion.
- Automotive net sales and revenue were $44.26 billion, a 1.1% decline from the previous year, yet above the anticipated $40.97 billion.
- GM Financial’s net sales and revenue grew by 7.6% year over year to $4.34 billion, surpassing the forecast of $4.13 billion.
- Adjusted EBIT for Q3 was $3.38 billion, a decrease of 18% year over year, but higher than the estimate of $2.69 billion.
- North America’s adjusted EBIT stood at $2.51 billion, down 37% year over year, yet better than the expected $2.23 billion.
- International operations reported an adjusted EBIT of $226 million versus $42 million year over year, also beating the estimate of $175 million.
- GM Financial’s adjusted EBT increased by 17% year over year to $804 million, outpacing the expected $721.6 million.
- The adjusted automotive free cash flow was $4.20 billion, a decrease of 28% year over year, but surpassed the estimated $2.43 billion.
- Vehicle sales reached 977,000 units, a decline of 5.4% year over year, but higher than the expected 947,478 units.
- GM North America (GMNA) sold 840,000 vehicles, marking a 5.9% year-over-year decline, yet exceeding the projected 808,579 units.
- GM International (GMI) sales were 137,000 units, down by 2.1% year over year, slightly underperforming the estimate of 143,482 units.
- China equity income for Q3 was $80 million, a notable improvement from a $137 million loss year over year.
- GM’s CEO noted the need to reassess EV capacity due to slower-than-expected EV adoption, leading to a special charge in Q3, with potential future charges expected.
- GM expects to mitigate about 35% of tariff impacts through lower tariff bases.
- GM’s China auto JV delivered nearly 470,000 units, achieving a year-over-year increase of over 10% and recording two consecutive quarters of market share growth.
General Motors on Smartkarma
Analyst coverage of General Motors on Smartkarma paints a dynamic picture of the company’s electric vehicle (EV) strategy. Baptista Research‘s report, “General Motors‘ Electric U-Turn,” highlights CEO Mary Barra’s decision to slow the EV rollout due to market challenges like slowing consumer adoption and inadequate charging infrastructure. In contrast, their report titled “General Motors (GM) Powers Up EV Strategy” showcases GM’s efforts to boost its EV presence through alliances with Hyundai for new models and sourcing batteries from China’s CATL.
Another report from Baptista Research, “General Motors (GM): How Are They Tackling The Electric Vehicle (EV) Transition,” delves into GM’s financial performance in Q2 2025. Despite challenges, the company reported strong operating performance and revenue growth. Additionally, the report “General Motors (GM): Expansion in Electric Vehicle Production” details GM’s first-quarter 2025 results, highlighting a complex environment with revenue growth and solid financial figures, signaling the company’s commitment to expanding its EV production capabilities.
A look at General Motors Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 5 | |
| Dividend | 2 | |
| Growth | 3 | |
| Resilience | 2 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.2 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
General Motors Co. is positioned favorably for long-term growth based on its Smartkarma Smart Scores. With a top score of 5 in Value, the company is deemed to be undervalued compared to its peers, indicating a potential for future price appreciation. While the Dividend score of 2 may not be as strong, the Growth score of 3 suggests that General Motors has opportunities to expand its market share and increase its profitability over time. Additionally, with a Momentum score of 4, the company is showing positive price trends that could attract more investors.
Despite facing some challenges in terms of Resilience and Dividend, General Motors‘ overall Smart Scores paint a promising picture for its long-term outlook. As a manufacturer and marketer of new cars and trucks, General Motors offers a wide range of features and services globally. Investors looking for potential value and growth opportunities in the automotive sector may find General Motors an intriguing prospect based on its Smart Scores analysis.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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