格隆汇1月27日｜通用汽车批准新的60亿美元股票回购授权；公司预计2026年调整后每股收益为11美元 至13美元，市场预期为11.79美元。 ...

本文源自：金融界AI电报 通用汽车公司预计2026年调整后每股收益为11美元至13美元，市场预期为11.79美元。 ...

charge—320—320Net income - adjusted$460$535$2,802$2,181ExpandThree Months Ended December 31,Years Ended December 31,Originations2025202420252024Retail finance receivables originations$8,404$10,637$36,314$36,960Lease originations4,2294,94319,56719,089Total originations$12,633$15,580$55,881$56,049ExpandThree Months Ended December 31,Years Ended December 31,Average Earning Assets2025202420252024Average retail finance receivables$75,610$75,318$76,717$73,917Average commercial finance receivables17,33419,60917,20 ...

Core Insights - General Motors (GM) reported strong fourth quarter earnings, exceeding estimates, and announced a dividend increase and a $6 billion stock buyback plan [1][2] - The company anticipates a resilient U.S. new vehicle market and expects EBIT-adjusted margins in North America to return to the 8-10% range in 2026 [2] Financial Performance - Q4 revenue was $45.29 billion, slightly below the estimated $45.37 billion, representing a 5.1% decrease year-over-year [1] - Adjusted EPS for Q4 was $2.51, surpassing the expected $2.28, with adjusted EBIT of $2.843 billion compared to the estimated $2.77 billion [1] Future Projections - For 2025, GM's adjusted EBIT is projected to be in the range of $12.7 billion, with adjusted automotive free cash flow of $10.6 billion and adjusted EPS of $10.60 [6] - For 2026, GM expects adjusted EBIT margins in North America to be back in the 8-10% range [2] Tariff and Cost Impacts - GM's full-year tariff exposure for the previous year was $3.1 billion, lower than the initial projection of $3.5 billion to $4.5 billion [4] - The company anticipates additional tariff costs of $3.0 to $4.0 billion, along with commodity and foreign exchange headwinds of $1.0 to $1.5 billion [4] Electric Vehicle (EV) Business - GM expects improvements in EV unit losses by $1.0 to $1.5 billion and anticipates regulatory benefits of $550 to $750 million from not purchasing emissions credits [7] - The company recently took a $6 billion charge to its EV business due to lower-than-expected demand and the loss of the federal EV tax credit [7]

Core Insights - General Motors reported a higher fourth-quarter core profit, driven by stronger sales of affordable crossover SUVs and pickup trucks throughout the year [1] Company Performance - The increase in core profit is attributed to the robust demand for General Motors' affordable crossover SUVs and pickup trucks [1]

Core Insights - General Motors reported a full-year 2025 net income attributable to stockholders of $2.7 billion, with an EBIT-adjusted of $12.7 billion. However, the fourth-quarter 2025 net income was a loss of $3.3 billion, with an EBIT-adjusted of $2.8 billion [1][2]. Financial Performance - The fourth-quarter net income was impacted by over $7.2 billion in special charges related to the realignment of electric vehicle capacity and adjustments to consumer demand for EVs, as well as changes in U.S. government policies [2]. - For 2025, GM's revenue was $185.0 billion, a decrease of 1.3% from $187.4 billion in 2024. The net income attributable to stockholders fell by 55.1% from $6.0 billion in 2024 to $2.7 billion in 2025 [11][21]. - The EBIT-adjusted for 2025 was $12.7 billion, down 14.6% from $14.9 billion in 2024 [11][21]. 2026 Guidance - GM anticipates a strong financial performance in 2026, with guidance for net income attributable to stockholders between $10.3 billion and $11.7 billion, and EBIT-adjusted between $13.0 billion and $15.0 billion [4][11]. - The company expects automotive operating cash flow for 2026 to be between $19.0 billion and $23.0 billion, with adjusted automotive free cash flow projected between $9.0 billion and $11.0 billion [4][11]. Shareholder Returns - GM's Board of Directors approved a quarterly dividend increase of $0.03 per share to $0.18 per share, payable on March 19, 2026 [5]. - A new share repurchase authorization of $6.0 billion was also announced, reflecting the company's commitment to returning capital to shareholders [6][7]. Operational Highlights - As of December 31, 2025, GM had 904 million shares outstanding, a reduction from 995 million at the end of 2024 [8]. - The company reported a significant increase in adjusted automotive free cash flow of 51.2% in the fourth quarter of 2025 compared to the same period in 2024 [9].

U.S. stock futures are presenting a mixed picture this Tuesday, January 27, 2026, as investors navigate a busy week dominated by corporate earnings reports, a crucial Federal Reserve policy meeting, and fresh geopolitical developments. While technology-focused futures show upward momentum, broader market indicators suggest a more cautious approach in premarket trading.Premarket Activity and Index FuturesAs of early Tuesday, premarket trading indicates a divergence among the major U.S. indexes. Nasdaq 100 fu ...

U.S. stock futures were swinging between gains and losses on Tuesday following Monday’s higher close. Futures of major benchmark indices were mixed.On Monday night, President Donald Trump announced fresh tariffs against South Korea, for not "living up to" the trade agreement signed with the United States in July last year. Meanwhile, the Federal Reserve will begin its first two-day policy meeting of the year, as traders are looking past the widely anticipated decision to hold rates steady on Wednesday to in ...

The CNN Money Fear and Greed index showed an improvement in the overall market sentiment, while the index remained in the “Neutral” zone on Monday.U.S. stocks settled higher on Monday, with the Dow Jones index gaining more than 300 points during the session ahead of a big week of major earnings reports and interest rate decision from the Federal Reserve. Meanwhile, stocks recorded losses last week, with the 30-stock Dow losing 0.5% and the S&P 500 falling about 0.4%.Revolution Medicines Inc (NASDAQ:RVMD) sh ...

With U.S. stock futures trading mixed this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects General Motors Co (NYSE:GM) to report quarterly earnings at $2.20 per share on revenue of $45.80 billion before the opening bell, according to data from Benzinga Pro. GM shares fell 0.5% to $79.05 in after-hours trading.W R Berkley Corp (NYSE:WRB) reported in-line earnings for the fourth quarter, while sales topped estimates. The company posted quarterly ear ...