这家长期被视为美国传统汽车制造业标杆的底特律巨头，公布2025年调整后息税前利润达127亿美元， 触及业绩指引区间的上限，调整后汽车业务自由现金流达106亿美元。通用汽车还表示，受益于经销商 库存低、促销优惠少以及卡车和SUV车型售价坚挺，2025年其在美国市场的份额创下十年来的新高，且 连续第四年实现份额增长。 计提减值，重新调整电动汽车战略 底特律规模最大的汽车制造商通用汽车周二发布财报后，股价一度飙升9%，使得公司市值增长超70亿 美元。该汽车制造商披露，将针对电动汽车业务计提高达76亿美元的巨额资产减值，但其亮眼的现金流 表现、更丰厚的股东回报以及对2026年的乐观展望仍令华尔街惊叹。 本季度最受关注的负面消息，源自通用汽车电动汽车业务早已人尽皆知的困境。受市场需求转向、美国 相关政策不再支持过于激进的电动汽车目标的影响，管理层在2025年下半年计提了总计76亿美元的电动 汽车相关重组费用，其中包括资产减值以及产能调整所产生的现金成本。 通用汽车首席财务官保罗·雅各布森（Paul Jacobson）表示，这笔费用主要源于多项决策：终止电动厢式 货车BrightDrop的运营、对部分电动汽车资产计提减值 ...

General Motors said on Thursday it will eliminate roughly 500 jobs in Canada when a plant in Oshawa, Ontario, cuts a shift, adding more pain to one of the sectors that has been most affected by U.S. t... ...

General Motors Company (NYSE:GM) is one of the stocks Jim Cramer talked about, along with the memory shortage. Cramer discussed the company’s earnings and the following rally, as he said: … In the last 24 hours, we’ve seen the president’s policies bolstering some domestic manufacturers. GM, it reported a huge profit boost today, sharply better than expected. Some of that’s because GM has a great car and truck lineup. They’ve had the highest full-year market share in a decade, but GM’s also been a huge ben ...

美国总统特朗普：福特和通用汽车的表现比以往任何时候都好。 ...

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Group 1 - RBC Capital raised the price target on General Motors (GM) to $107 from $92 and maintains an Outperform rating after the company's Q4 earnings beat expectations [1] - The analyst noted that commodity and onshoring headwinds could be mitigated by regulatory benefits, warranty improvements, narrowing EV losses, and lower tariffs from USMCA negotiations [1] - General Motors is well-positioned to manage the slowdown in EV demand while retaining production flexibility to quickly scale operations if demand rebounds [1]

Group 1 - Lear (LEA) has secured GM's (GM) T1XX program at Orion, with production set to start in 2027, which was largely anticipated but not previously included in backlog [1] - The win is considered neutral to slightly positive for Lear but negative for Magna (MGA), which previously operated the facility [1] - UBS maintains a Neutral rating on Lear shares with a price target of $135 [1]

Core Insights - General Motors is investing tens of millions of dollars to enhance wages and upskill workers at the Fairfax Assembly Plant in Kansas City, preparing for three major vehicle launches [1][5] - The investment aims to strengthen the facility's capabilities and emphasizes the company's commitment to workforce investment for American competitiveness [1][5] Group 1: Investment and Workforce Development - The Fairfax Assembly Plant is currently producing the Chevrolet Bolt and will soon start production on a gas-powered Chevrolet Equinox and a next-generation Buick compact SUV [2] - The investment focuses on equipping employees with new skills for advanced roles, particularly in handling both electric and gas-powered vehicles, while also improving safety practices and product quality [6][11] - GM's commitment includes a broader strategy to support current and future employees as the automotive industry evolves [9] Group 2: Long-term Commitment and Training - Over the past five years, GM has invested $500 million in U.S. manufacturing apprenticeships and upskilling programs, training approximately 2,500 employees annually in advanced manufacturing and electrification [11] - The company has also allocated $66 million in higher education initiatives to assist thousands of employees in obtaining various certificates and degrees [11] - The Fairfax plant director highlighted that the investment in people is not only about vehicle production but also about providing opportunities for employees to build a proud future for their families [7]

Core Viewpoint - General Motors (GM) is successfully navigating challenges in the automotive industry, achieving record stock prices and strong financial performance despite market headwinds [2][4]. Financial Performance - GM's 2025 results led to a new record high for its stock, with a projected 20% increase in dividends and a new $6 billion stock buyback authorization [2]. - Shares of GM have increased by over 70% in the past year, with analysts raising price targets, including a 10% increase to $122 per share by TD Cowen [4]. Competitive Positioning - GM is attracting more investor interest compared to its peers, such as Ford and Stellantis, due to its strong execution, resilience, and high earnings quality [3][4]. - Analysts highlight GM's superior earnings performance and capital execution relative to Ford, which has seen a 35% increase in shares but has lower adjusted earnings forecasts [6]. Analyst Ratings - Analysts rate GM as "Overweight" due to its best-in-class execution among North American auto OEMs, consistent management, and strong product portfolio that supports above-industry pricing and margins [5].

General Motors (NYSE:GM) reported upbeat earnings for the fourth quarter on Tuesday, with adjusted earnings per share of $2.51 (+30.4% year over year), beating the analyst consensus estimate of $2.20, and sales of $45.287 billion missed the Street view of $45.804 billion.General Motors forecasts adjusted earnings of $9.75 to $10.50 a share for fiscal 2026, below Wall Street expectations of $11.73.Analyst ViewRBC Capital analyst Tom Narayan raised the price forecast from $92 to $107, while maintaining an Out ...