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Mar 31, 2020

GM Q1 2020 Earnings Report

GM reported income of $0.3 billion and EPS-diluted-adjusted of $0.62.

Key Takeaways

GM's Q1 2020 earnings were impacted by COVID-19, with a $1.4 billion impact on EBIT-adjusted. The company ended the quarter with $33.4 billion in automotive liquidity. GM is targeting to restart the majority of manufacturing operations on May 18 in the U.S. and Canada.

Income of $0.3 billion reported.

EPS-diluted of $0.17 and EPS-diluted-adjusted of $0.62 achieved.

COVID-19 had a $(1.4) billion impact on EBIT-adjusted.

Ended quarter with $33.4 billion in automotive liquidity.

Total Revenue
$32.7B
Previous year: $34.9B
-6.2%
EPS
$0.62
Previous year: $1.41
-56.0%
Gross Profit
$2.63B
Previous year: $3.34B
-21.4%
Cash and Equivalents
$38.5B
Previous year: $17.2B
+124.2%
Free Cash Flow
$337M
Previous year: -$2.1B
-116.1%
Total Assets
$247B
Previous year: $233B
+5.8%

GM

GM

GM Revenue by Segment

Forward Guidance

GM is focused on preserving liquidity and taking actions to make the company stronger and more competitive in the long term.

Positive Outlook

  • Product development work on future EV and AV portfolios is progressing at a rapid pace.
  • Ongoing work continues at Detroit-Hamtramck to convert the facility to be GM’s first assembly plant fully devoted to EVs.
  • GM shared its EV strategy and showcased its technical expertise, flexibility and scale.
  • GM and Honda agreed to jointly develop two all-new EVs for Honda, based on GM’s new global EV platform and Ultium battery system.
  • GM’s CCA business continued to support essential work for customers’ service and maintenance needs.

Challenges Ahead

  • COVID-19 pandemic has heavily impacted operations.
  • GM extended its January holiday shutdown in China and suspended production in North and South America in March.
  • GM has implemented aggressive austerity measures and collaboration with unions and government officials to preserve cash.
  • GM has suspended the quarterly dividend on its common stock and the company’s share repurchase program was also paused.
  • GM sales in the U.S. declined about 7 percent, driven by the effects of the pandemic.

Revenue & Expenses

Visualization of income flow from segment revenue to net income