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Dec 31, 2025
GM Q4 2025 Earnings Report
GM posted a Q4 net loss of $3.3B due to special charges, despite stronger EBIT-adjusted results.
Key Takeaways
General Motors reported a Q4 net loss driven by $7.2B in special charges related to EV capacity adjustments and policy changes. Adjusted EPS and EBIT-adjusted rose year-over-year, reflecting underlying operational strength.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
GM expects strong financial performance in 2026, with higher earnings, automotive cash flow, and continued capital returns to shareholders.
Positive Outlook
- 2026 net income guidance of $10.3B–$11.7B, a significant increase from 2025
- 2026 EBIT-adjusted expected to reach $13.0B–$15.0B
- EPS guidance of $11.00–$13.00
- Automotive free cash flow projected at $9.0B–$11.0B
- Capital returns to continue with $6B repurchase and higher dividend
Challenges Ahead
- 2025 Q4 net loss due to $7.2B in special charges
- EV demand uncertainty impacts investment realignment
- Government policy changes reduce consumer EV incentives
- Reduced stringency of emissions regulations affects strategy
Historical Earnings Impact
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Avg. Return Before/After Earnings
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