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Dec 31, 2023

GM Q4 2023 Earnings Report

GM's Q4 2023 and Full-Year results were released, along with 2024 guidance.

Key Takeaways

GM reported a Q4 2023 revenue of $43.0 billion and a net income attributable to stockholders of $2.1 billion. The company's full-year 2023 revenue reached $171.8 billion, with a net income of $10.1 billion.

Q4 2023 revenue was $43.0 billion.

Net income attributable to stockholders for Q4 2023 was $2.1 billion.

Full-year 2023 revenue was $171.8 billion.

Full-year 2023 net income attributable to stockholders was $10.1 billion.

Total Revenue
$43B
Previous year: $43.1B
-0.3%
EPS
$1.24
Previous year: $2.12
-41.5%
Gross Profit
$3.31B
Previous year: $6B
-44.9%
Cash and Equivalents
$26.5B
Previous year: $19.2B
+38.2%
Free Cash Flow
-$3.44B
Previous year: $4.46B
-177.2%
Total Assets
$273B
Previous year: $264B
+3.4%

GM

GM

GM Revenue by Segment

Forward Guidance

GM anticipates a year of strong financial performance in 2024.

Positive Outlook

  • Net income attributable to stockholders is projected to be $9.8 billion - $11.2 billion.
  • EBIT-adjusted is expected to be $12.0 billion - $14.0 billion.
  • Automotive operating cash flow is anticipated to be $18.0 billion - $21.0 billion.
  • Adjusted automotive free cash flow is projected to be $8.0 billion - $10.0 billion.
  • EPS-diluted-adjusted is expected to be $8.50 - $9.50.

Challenges Ahead

  • Guidance includes an estimated $1.45 per share impact from the company's accelerated share repurchase program.
  • This is offset by $0.50 from a higher tax rate and lower interest income.
  • Guidance assumes a full-year weighted-average diluted share count slightly below 1.15 billion shares.
  • Anticipated capital spending of $10.5 billion - $11.5 billion, inclusive of investments in the company's battery cell manufacturing joint ventures.
  • Forward-looking statements are subject to a variety of factors described in the company's most recent Annual Report on Form 10-K and other filings.

Revenue & Expenses

Visualization of income flow from segment revenue to net income