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Mar 31

GM Q1 2025 Earnings Report

GM reported solid results with strong EPS growth despite slight declines in revenue and net income.

Key Takeaways

General Motors posted a revenue increase, strong adjusted EPS growth, and steady profitability, supported by North America performance and a rebound in China equity income.

Revenue grew to $44020000000, up from $43014000000 a year ago.

Net income was $2784000000, slightly down from $2980000000 last year.

Adjusted EPS rose to $2.78 compared to $2.62 last year.

China equity income turned positive, contributing $45000000.

Total Revenue
$44B
Previous year: $43B
+2.3%
EPS
$2.78
Previous year: $2.62
+6.1%
EBIT Adjusted Margin
7.9%
Net Income Margin
6.3%
Automotive Operating Cash Flow
$2.4B
Previous year: $3.6B
-33.2%
Gross Profit
$5.34B
Previous year: $5.91B
-9.7%
Cash and Equivalents
$20.6B
Previous year: $28.7B
-28.4%
Free Cash Flow
$811M
Previous year: -$3.07B
-126.5%
Total Assets
$282B
Previous year: $277B
+2.0%

GM

GM

GM Revenue by Segment

GM Revenue by Geographic Location

Forward Guidance

GM updated its full-year guidance without incorporating potential tariff impacts, expecting resilient performance led by North America and EV growth.

Positive Outlook

  • Strong North America profit outlook
  • China equity income recovery
  • Focus on EV expansion
  • Disciplined capital allocation
  • Stable GM Financial performance

Challenges Ahead

  • Uncertainty around trade policy and tariffs
  • Continued Cruise losses
  • High competitive pressure in EV market
  • Potential global economic slowdown
  • Pressure on automotive cash flows

Revenue & Expenses

Visualization of income flow from segment revenue to net income