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X @Bloomberg
Bloomberg· 2025-07-22 10:42
General Motors second-quarter profit fell as Trump’s tariffs on foreign-made vehicles and parts chopped $1.1 billion from adjusted earnings https://t.co/Q2qULohMDc ...
通用汽车公司第二季度调整后每股收益2.53美元,预估2.33美元。
news flash· 2025-07-22 10:33
通用汽车公司第二季度调整后 每股收益2.53美元,预估2.33美元。 ...
GM releases 2025 second-quarter results
Prnewswire· 2025-07-22 10:30
Core Insights - General Motors reported second-quarter 2025 revenue of $47.1 billion, a decrease of 1.8% from $47.97 billion in the same quarter of 2024 [1][2] - Net income attributable to stockholders was $1.9 billion, down 35.4% from $2.93 billion year-over-year [1][2] - EBIT-adjusted for the quarter was $3.0 billion, reflecting a 31.6% decline from $4.44 billion in Q2 2024 [1][2] Financial Performance - Revenue for the first half of 2025 was $91.14 billion, slightly up by 0.2% from $90.98 billion in the first half of 2024 [3] - Net income for the first six months of 2025 was $4.68 billion, down 20.9% from $5.91 billion in the same period last year [3] - EBIT-adjusted for the first half of 2025 was $6.53 billion, a decrease of 21.5% from $8.31 billion in the first half of 2024 [3] Margins and Cash Flow - The net income margin for Q2 2025 was 4.0%, down from 6.1% in Q2 2024, representing a 34.4% decline [2] - EBIT-adjusted margin for Q2 2025 was 6.4%, down from 9.3% in the same quarter of the previous year, a 31.2% decrease [2] - Automotive operating cash flow for Q2 2025 was $4.65 billion, down 39.7% from $7.71 billion in Q2 2024 [2] - Adjusted automotive free cash flow for Q2 2025 was $2.83 billion, a significant drop of 46.6% from $5.30 billion year-over-year [2] Earnings Per Share - Diluted earnings per share (EPS) for Q2 2025 was $1.91, down 25.1% from $2.55 in Q2 2024 [2] - Adjusted diluted EPS for Q2 2025 was $2.53, a decrease of 17.3% from $3.06 in the same quarter of the previous year [2] Segment Performance - GM North America (GMNA) EBIT-adjusted for Q2 2025 was $2.42 billion, down 45.5% from $4.43 billion in Q2 2024 [2] - GM International (GMI) EBIT-adjusted for Q2 2025 was $204 million, a significant increase from $50 million in Q2 2024 [2] - China equity income for Q2 2025 was $71 million, a turnaround from a loss of $104 million in the same quarter of the previous year [2]
金十图示:2025年07月22日(周二)全球汽车制造商市值变化
news flash· 2025-07-22 03:12
Group 1 - The article presents the market capitalization changes of global automotive manufacturers as of July 22, 2025, highlighting significant fluctuations in their valuations [1][3][4] - Volkswagen leads with a market cap of $540.31 billion, showing an increase of 2.96% [3] - General Motors follows with a market cap of $511.58 billion, experiencing a slight decrease of 0.1% [3] - Other notable manufacturers include Maruti Suzuki at $456.89 billion, Porsche at $454.38 billion, and Mahindra & Mahindra at $452.08 billion, all showing varying percentage changes [3] Group 2 - The data indicates that Ford's market cap is $449.75 billion, reflecting a 5.95% increase [3] - Honda's market cap stands at $414.13 billion, with a 4.38% increase [3] - Hyundai's market cap is reported at $373.77 billion, showing a decrease of 6.62% [3] - Li Auto's market cap is $321.46 billion, with a significant drop of 13.71% [3] Group 3 - The article also lists other manufacturers such as Tata Motors at $294.35 billion and SAIC Motor at $285.55 billion, both showing slight increases [3] - Kia's market cap is $279.69 billion, reflecting a decrease of 2.57% [3] - The report includes smaller manufacturers like Xpeng Motors at $173.89 billion and Rivian at $164.12 billion, with no percentage changes reported [4]
The Sneaky Way General Motors Is Catching Tesla
The Motley Fool· 2025-07-19 22:32
Core Insights - Tesla has established a strong presence in the U.S. electric vehicle (EV) market, transitioning from a niche player to a profitable automotive company, but faces increasing competition from General Motors' Chevrolet brand [1] - Chevrolet has become the second best-selling EV brand in the U.S., surpassing Ford and closing in on Tesla's long-held top position [2][5] - General Motors has experienced significant growth in EV sales, with a 94% year-over-year increase in the first quarter and a 134% increase in the first half of 2025, capturing 15.5% of the U.S. EV market share [5][6] Chevrolet's Performance - Chevrolet's sales in May marked the brand's second-best month ever for EV sales, indicating strong consumer demand [3] - The brand's rapid growth has positioned it as the fastest-growing domestic EV brand, contributing to GM's overall market expansion [5] Cadillac's Role - Cadillac has emerged as a key player in GM's EV strategy, claiming to be the luxury EV leader in 2025, with a focus on electric SUVs [9] - The brand has seen its best first-half sales since 2008, attracting new consumers, with nearly 80% of Cadillac EV buyers being new to the brand [10] - Cadillac's sales growth is partly driven by consumers transitioning from Tesla, with 25% of current Cadillac Lyriq buyers coming from Tesla [11] Strategic Positioning - GM's strategy includes launching a full lineup of EVs to cater to consumer preferences, especially in light of the potential loss of federal EV tax credits [12] - Cadillac's production is primarily based in the U.S., minimizing the impact of tariff policies, which benefits GM's overall EV ambitions [13] Industry Context - The EV market remains challenging for automakers, with many manufacturers losing money on EVs, yet GM is successfully building a diverse vehicle lineup and enhancing its luxury offerings [14][15] - GM's growing trust with consumers contrasts with Tesla's recent challenges, making the prospect of catching up to Tesla more feasible for GM [15]
General Motors Vs Coca-Cola Stock: Which is the Better Investment as Q2 Earnings Approach?
ZACKS· 2025-07-19 01:51
Core Insights - The Q2 earnings season is approaching, with General Motors (GM) and Coca-Cola (KO) set to report their quarterly results, attracting significant investor attention [1][2] General Motors Q2 Expectations - GM's Q2 sales are expected to decline by 5% to $45.34 billion from $47.97 billion a year ago [3] - Q2 earnings per share (EPS) for GM are projected at $2.45, a 20% decrease from $3.06 in the same quarter last year [3] - GM has exceeded the Zacks EPS Consensus for 11 consecutive quarters, with an average earnings surprise of 10.16% over the last four quarters [3][4] Coca-Cola Q2 Expectations - Coca-Cola's Q2 sales are anticipated to increase by 2% to $12.59 billion from $12.36 billion in the previous year [4] - Q2 EPS for Coca-Cola is expected to be $0.83, slightly down from $0.84 in Q2 2024 [4] - Coca-Cola has met or exceeded the Zacks EPS Consensus for 32 consecutive quarters, with an average earnings surprise of 4.93% in its last four quarterly reports [4][5] Valuation Comparison - GM's valuation is more attractive at 5.7X forward earnings compared to Coca-Cola's 23.8X, which is in line with the S&P 500 [5] - GM offers a significant discount in price to forward sales at less than 1X, while KO stands at 6.3X, near the S&P 500 average [5] Dividend Comparison - Coca-Cola has a 2.89% annual dividend yield, significantly higher than GM's 1.13% and the S&P 500's average of 1.18% [7] - Coca-Cola is recognized as a Dividend King, having increased its dividend for over 50 consecutive years, while GM suspended its dividend during the pandemic [8] Operational & Strategic Factors - GM's stock is more appealing in terms of valuation metrics, but Coca-Cola's consistent operational performance and reliable dividend are noteworthy [10] - GM is currently rated as Zacks Rank 3 (Hold), while Coca-Cola holds a Zacks Rank 2 (Buy) [10][11] - The expected decline in GM's Q2 figures reflects a challenging operating environment, while Coca-Cola serves as a defensive hedge against economic uncertainty, evidenced by KO's 12% year-to-date increase compared to GM's flat performance [11]
Unmatched 7% Q2 U.S. Sales Spike: Behind General Motors' Resilience (Earnings Preview)
Seeking Alpha· 2025-07-18 17:36
Industry Overview - Auto manufacturing is characterized as one of the most challenging industries globally, facing both political scrutiny and support due to its significant workforce [1] - The industry is marked by intense competition and rivalry, driving companies to seek competitive advantages [1] Investment Perspective - The focus is on long-term growth and dividend growth, emphasizing the importance of identifying undervalued stocks and high-quality dividend growers that provide reliable cash flow for reinvestment [1] - Sustained profitability, indicated by strong margins, stable and expanding free cash flow, and high returns on invested capital, is highlighted as a more dependable driver of returns compared to valuation alone [1] Personal Investment Philosophy - The investment approach is influenced by a desire to ensure financial freedom for future generations, emphasizing responsible stewardship over mere wealth accumulation [1] - The goal is to maintain a balance where assets provide the freedom to work in fulfilling ways rather than seeking to escape work altogether [1]
金十图示:2025年07月18日(周五)全球汽车制造商市值变化
news flash· 2025-07-18 03:12
Group 1 - The global automotive manufacturers' market capitalization has shown significant changes as of July 18, 2025, with Volkswagen leading at $517.72 billion, reflecting an increase of 2.73% [1][3] - General Motors follows closely with a market cap of $511.58 billion, up by 0.31% [1][3] - Notable declines were observed in companies like Maruti Suzuki and Ford, with market caps of $456.16 billion (down 3.22%) and $443.39 billion (down 3.58%) respectively [1][3] Group 2 - Chinese electric vehicle manufacturer Li Auto has seen a substantial increase in market capitalization, reaching $311.45 billion, up by 19.47% [1][4] - Rivian also experienced growth, with a market cap of $154.53 billion, increasing by 6.11% [1][4] - NIO's market cap stands at $92.99 billion, reflecting a rise of 6.13% [1][4]
Insights Into General Motors (GM) Q2: Wall Street Projections for Key Metrics
ZACKS· 2025-07-17 14:16
In its upcoming report, General Motors (GM) is predicted by Wall Street analysts to post quarterly earnings of $2.45 per share, reflecting a decline of 19.9% compared to the same period last year. Revenues are forecasted to be $45.34 billion, representing a year-over-year decrease of 5.5%.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 1% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during th ...