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美股三大指数开盘涨跌不一,道指涨0.09%
Feng Huang Wang Cai Jing· 2025-04-29 13:52
Group 1: Market Overview - On April 29, US stock market opened with Dow Jones up 0.09%, Nasdaq down 0.54%, and S&P 500 down 0.4% [1] - Honeywell's stock rose over 3% due to better-than-expected Q1 performance [1] - General Motors' stock fell over 2% due to suspension of stock buyback guidance related to Trump tariffs [1] Group 2: Company Performance - Coca-Cola reported a 2% decline in net revenue to $11.1 billion, but comparable EPS exceeded expectations at $0.73 [2] - General Motors' Q1 net sales and revenue reached $44.02 billion, a 2.3% year-over-year increase, with adjusted EPS of $2.78, above market expectations [3] - Honeywell's Q1 sales grew 8% year-over-year, with adjusted EPS of $2.51, a 7% increase compared to the previous year [4]
General Motors (GM) Beats Q1 Earnings and Revenue Estimates
ZACKS· 2025-04-29 13:51
Group 1: Earnings Performance - General Motors (GM) reported quarterly earnings of $2.78 per share, exceeding the Zacks Consensus Estimate of $2.69 per share, and up from $2.62 per share a year ago, representing an earnings surprise of 3.35% [1] - The company posted revenues of $44.02 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 3.57%, compared to $43.01 billion in the same quarter last year [2] - Over the last four quarters, GM has consistently surpassed consensus EPS and revenue estimates [2] Group 2: Stock Performance and Outlook - GM shares have declined approximately 11.3% since the beginning of the year, while the S&P 500 has decreased by 6% [3] - The current consensus EPS estimate for the upcoming quarter is $2.82 on revenues of $45.19 billion, and for the current fiscal year, it is $10.77 on revenues of $178.32 billion [7] - The Zacks Rank for GM is currently 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Group 3: Industry Context - The Automotive - Domestic industry, to which GM belongs, is currently ranked in the bottom 19% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact GM's stock performance [5]
关税不确定性冲击下 通用汽车(GM.US)撤回2025年业绩指引、暂停股票回购
智通财经网· 2025-04-29 13:19
Core Viewpoint - General Motors (GM) reported better-than-expected Q1 earnings but withdrew its 2025 guidance due to uncertainty regarding U.S. tariffs, leading to a stock price drop of over 3% in pre-market trading [1] Financial Performance - Q1 sales reached $44 billion, exceeding market expectations of $43.2 billion [1] - Operating profit was $3.5 billion, also above the anticipated $3.4 billion [1] - Earnings per share (EPS) stood at $2.78, surpassing the forecast of $2.68 [1] Impact of Tariffs - The strong Q1 performance was attributed to dealers increasing inventory ahead of potential tariffs from the Trump administration [1] - GM's CFO, Paul Jacobson, indicated that the previous guidance for 2025 EPS of $11-12 was no longer valid due to the lack of tariff impact consideration [1] - The company plans to reassess its capital expenditure in light of future tariff information [1] Analyst Conference and Government Actions - GM has postponed its analyst conference to May 1, where it will discuss the latest earnings and updated 2025 guidance based on new tariff details [2] - A White House official indicated that President Trump would take action to mitigate the impact of auto tariffs, which could positively affect GM [2] - Analyst Chris McNally noted that the government's preemptive actions regarding tariffs are a positive signal for the industry [2] Production and Lobbying Efforts - GM, along with other automakers, has been lobbying for more lenient tariff policies [3] - To mitigate the impact of tariffs on its truck business, GM has increased production at its Fort Wayne, Indiana pickup plant [3]
Resolutions of Nokia Corporation's Annual General Meeting
GlobeNewswire News Room· 2025-04-29 12:45
Core Points - The Annual General Meeting (AGM) of Nokia Corporation took place on April 29, 2025, in Helsinki, Finland, where all proposals from the Board of Directors were approved [1] - The AGM adopted the Company's financial statements and discharged the Board members and CEO from liability for the financial year 2024 [1] Financial Resolutions - The AGM decided not to distribute any dividend but authorized the Board to resolve on a maximum distribution of EUR 0.14 per share from retained earnings or the reserve for invested unrestricted equity [2] - The authorization for asset distribution is valid until the next AGM, with specific record and payment dates set for potential distributions [3][4] Board Composition - The AGM elected ten members to the Board, re-electing eight members and adding two new members for a term ending at the close of the next AGM [5] Board Members' Remuneration - The annual fees for Board members were set, with EUR 440,000 for the Chair, EUR 210,000 for the Vice Chair, and EUR 185,000 for each member, along with additional fees for committee chairs [6] - Approximately 40% of the annual fee will be paid in Nokia shares, with the remainder in cash to cover taxes [7] Auditor and Sustainability Reporting - Deloitte Oy was re-elected as the auditor and sustainability reporting assurer for the financial year 2026 [9] Share Repurchase and Issuance Authorization - The AGM authorized the Board to repurchase a maximum of 530 million shares, effective until October 28, 2026 [10] - The Board was also authorized to issue a maximum of 530 million shares or special rights, effective until October 28, 2026 [11]
Jacobs to Deliver Integrated Solutions for US General Services Administration
Prnewswire· 2025-04-29 11:45
Continues multi-decade support delivering innovative and comprehensive services to federal agenciesDALLAS, April 29, 2025 /PRNewswire/ -- Jacobs (NYSE: J) has been awarded an unrestricted U.S. General Services Administration (GSA) One Acquisition Solution for Integrated Services Plus (OASIS+) Multi-Agency Contract (MAC), for services across multiple U.S. federal agencies. The contract offers adaptability to meet mission-specific requirements on a global scale.Under this contract, Jacobs will provide a full ...
GM(GM) - 2025 Q1 - Quarterly Results
2025-04-29 11:30
Financial Performance - General Motors reported Q1 2025 revenue of $44.0 billion, a 2.3% increase from $43.0 billion in Q1 2024[4] - Net income attributable to stockholders decreased by 6.6% to $2.8 billion compared to $2.98 billion in the same quarter last year[4] - EBIT-adjusted for Q1 2025 was $3.5 billion, down 9.8% from $3.87 billion in Q1 2024[4] - Automotive operating cash flow fell by 33.2% to $2.4 billion, down from $3.6 billion year-over-year[4] - Adjusted automotive free cash flow decreased by 25.6% to $811 million compared to $1.09 billion in Q1 2024[4] - The company’s net income margin for Q1 2025 was 6.3%, down from 6.9% in Q1 2024, reflecting a 0.6 percentage point decline[4] - GMNA EBIT-adjusted margin decreased to 8.8% from 10.6% year-over-year, a decline of 1.8 percentage points[4] - Net income for the three months ended March 31, 2025, was $2,659 million, compared to a net income of $2,804 million for the same period in 2024, representing a decrease of 5.2%[20] - Net sales and revenue for the three months ended March 31, 2025, were $44,020 million, an increase from $43,014 million in the same period of 2024, representing a growth of 2.3%[25] - EBIT-adjusted for the three months ended March 31, 2025, was $3,490 million, compared to $3,871 million in the same period of 2024, reflecting a decrease of 9.8%[39] - Net income attributable to stockholders for the three months ended March 31, 2025, was $2,784 million, down from $2,980 million in 2024, a decline of 6.6%[39] Cash Flow and Investments - Cash flows from operating activities for Q1 2025 were $2,404 million, a significant decrease from $3,598 million in Q1 2024, reflecting a decline of 33.2%[20] - The company reported expenditures for property of $1,809 million in Q1 2025, down from $2,728 million in Q1 2024, indicating a reduction of 33.7%[20] - Net cash used in investing activities was $2,448 million for Q1 2025, compared to $3,268 million in Q1 2024, showing a decrease of 25.2%[20] - The company reported a net cash provided by operating activities of $1,877 million from GM Financial in Q1 2025, compared to $1,601 million in Q1 2024, indicating an increase of 17.2%[20] - The company reported a net cash used in financing activities of $2,334 million for the three months ended March 31, 2025, compared to a net cash provided of $1,444 million in the same period of 2024[24] Assets and Liabilities - Total current assets increased to $51,760 million as of March 31, 2025, compared to $50,618 million at December 31, 2024, reflecting a growth of 2.3%[16] - Total non-current assets rose to $93,270 million from $90,756 million, marking an increase of 1.8%[16] - Total assets reached $145,030 million, up from $141,374 million, representing a growth of 2.3%[16] - Total liabilities increased to $215,678 million from $214,171 million, a rise of 0.7%[16] - Total stockholders' equity stood at $66,427 million, compared to $65,590 million, indicating an increase of 1.3%[16] - Cash and cash equivalents amounted to $12,021 million, a significant increase from $8,444 million, reflecting a growth of 42.5%[16] - GM Financial receivables, net, decreased to $44,779 million from $46,760 million, a decline of 4.2%[16] - Inventories increased to $15,257 million from $14,569 million, showing a growth of 4.7%[16] - Accounts payable decreased to $27,151 million from $25,446 million, an increase of 6.7%[16] - Long-term debt for Automotive increased to $13,436 million from $13,288 million, reflecting a rise of 1.1%[16] Market Performance - Total vehicle sales for Q1 2025 reached 1,449 thousand units, an increase from 1,348 thousand units in Q1 2024, marking a growth of 7.5%[54] - GM's market share in the U.S. increased to 17.2% in Q1 2025 from 15.4% in Q1 2024[54] - Wholesale vehicle sales in North America for Q1 2025 were 819 thousand units, up from 709 thousand units in Q1 2024, an increase of 15.5%[54] - Fleet sales accounted for 16.5% of total vehicle sales in Q1 2025, compared to 15.5% in Q1 2024[55] Strategic Focus - The company plans to update its full-year 2025 financial guidance in light of recent trade policy changes[2] - General Motors continues to focus on advancing technology for safer and lower emission vehicles, including a broad range of electric vehicles[6] - The company plans to continue its market expansion and product development strategies, particularly in electric vehicles, as indicated by the ongoing investments in joint ventures and technology[32] - The company’s adjusted automotive free cash flow is being monitored closely to ensure liquidity against substantial cash requirements in automotive operations[37] Earnings and Taxation - Diluted earnings per share (EPS) increased by 30.9% to $3.35, up from $2.56 in the prior year[4] - The effective tax rate for Q1 2025 was 20.1%, slightly lower than 20.5% in Q1 2024[46] - The company’s effective tax rate for the three months ended March 31, 2025, was adjusted to reflect changes in income tax expense, which was $719 million compared to $762 million in 2024[39] Other Financial Metrics - Return on equity (ROE) for the trailing four quarters ended March 31, 2025, was 8.6%, down from 15.1% for the same period in 2024[47] - GM's average equity for the four quarters ended March 31, 2025, was $67.9 billion, down from $71.1 billion in the prior year[47] - Equity income related to Ultium Cells Holdings LLC was $241 million for the three months ended March 31, 2025, compared to $156 million in 2024, an increase of 54.4%[27]
又生变动?传特朗普即将采取行动调整汽车关税以缓解冲击
智通财经网· 2025-04-29 10:47
美国商务部部长卢特尼克(Howard Lutnick)在一份声明中表示:"这项协议是特朗普总统贸易政策的重大 胜利,它奖励了在美国国内生产的公司,同时为表达了在美国投资和扩大国内制造业承诺的制造商提供 了发展空间。" 知情人士还透露,特朗普政府将允许汽车制造商在一年内获得相当于美国制造汽车价值3.75%的关税补 偿,第二年的补贴将降至汽车价值的2.75%,然后逐步取消。逐步取消补贴意在推动汽车制造商将更多 的供应链转移至美国,同时也给他们时间来适应。 福特汽车首席执行官Jim Farley在一份声明中表示:"福特欢迎并感谢特朗普总统做出的这些决定,这将 有助于缓解关税对汽车制造商、供应商及消费者的影响。我们将继续与政府密切合作,以支持总统建设 一个健康且不断增长的美国汽车产业的愿景。"通用汽车首席执行官Mary Barra则在声明中表示:"我们 认为,总统的领导正在帮助为像通用汽车这样公司创造一个公平竞争的环境,并使我们能够在美国经济 中进行更多投资。" 受此消息影响,美股汽车股盘前上涨。截至发稿,周二美股盘前,Stellantis(STLA.US)、通用汽车 (GM.US)、福特汽车(F.US)均涨约1%。 ...
5月3日大限前逆转?曝特朗普周二将推汽车关税缓和措施
Jin Shi Shu Ju· 2025-04-29 05:41
美国总统特朗普正在努力缓解其汽车关税政策带来的影响,美国汽车行业正在寻求改变,以取消对美国 国内生产的汽车和卡车所使用的外国零部件征收的部分关税。 一位白宫官员周一表示,进口汽车也将获得铝和钢单独关税的豁免,这是为了防止多重关税叠加。 随着时间的推移,这些补偿的范围将逐渐缩小——逐步取消补偿的目的是促使汽车制造商将更多的供应 链转移到美国,同时也给他们适应的时间。 在另一项举措中,特朗普准备确保进口汽车不被双重征税,因为它们同时还要支付其他钢材和铝材的征 税。 汽车制造商、经销商和零部件供应商恳求得到一些缓解,并警告说特朗普的关税有可能扰乱紧密相连的 北美供应链。 福特汽车公司首席执行官Jim Farley在声明中说:"福特欢迎并赞赏特朗普总统的这些决定,这将有助于 减轻关税对汽车制造商、供应商和消费者的影响。我们将继续与政府密切合作,支持总统关于美国汽车 业健康发展的愿景。" 通用汽车公司首席执行官Mary Barra在一份声明中说:"我们相信总统的领导力有助于为通用汽车这样 的公司创造公平的竞争环境,使我们能够对美国经济进行更多投资。" 行业组织上周致信美国政府称,对进口汽车零部件征税可能会提高美国生产设 ...
以关税高压强推“制造业回流”! 特朗普欲借百日政绩推介会高喊“投资美国”
智通财经网· 2025-04-29 04:20
Group 1 - Major companies including Nvidia, Johnson & Johnson, Hyundai Motor, Toyota, and SoftBank are gathering at the White House for an "Invest in America" promotional event [1] - President Trump aims to showcase significant investments in defense, technology, healthcare, consumer goods, and large investment funds during his first 100 days in office [1] - The Trump administration is pushing for a "manufacturing return to America" policy through tariffs and trade negotiations to encourage domestic manufacturing [1] Group 2 - The U.S. government has initiated a new round of global trade wars, imposing tariffs on various goods, raising concerns among U.S. airlines, aerospace companies, automakers, and retail giants about the impact on manufacturing and sales [2] - Nvidia's CEO announced plans to invest hundreds of billions in U.S.-made core chips and high-end electronic devices over the next four years, shifting focus from traditional semiconductor suppliers [2] - The White House highlighted commitments from major companies like TSMC, Nvidia, Apple, and Roche to invest in U.S. manufacturing, reflecting confidence in the U.S. economy and dollar assets [2] Group 3 - General Motors is considering a $60 billion investment in U.S. manufacturing but requires clarity and consistency in trade policies before making decisions [3] - The Trump administration's 25% tariff on foreign-made vehicles has taken effect, impacting global automakers and potentially leading to significant price increases for consumers [3] - A new tariff measure affecting nearly 150 categories of automotive parts will come into effect on May 3, covering essential components like engines and batteries [4] Group 4 - Trump is reportedly planning to exempt certain automakers from the most stringent tariffs, a move seen as a concession following lobbying from the automotive industry [5] - The administration's investment plan includes $500 billion for AI infrastructure, aiming to surpass competitors like China in this critical technology sector [5] - Hyundai Motor announced a $21 billion investment in the U.S., including a $5.8 billion steel manufacturing plant in Louisiana, creating over 1,400 jobs [6]
金十图示:2025年04月29日(周二)全球汽车制造商市值变化
news flash· 2025-04-29 03:08
Group 1: Automotive Industry Performance - BMW leads the automotive sector with a value of 528.04, showing a slight increase of 0.16% [2] - Porsche follows with a value of 486.24, reflecting a growth of 1.02% [2] - General Motors (GM) has a value of 456.47, up by 1.27% [2] - Rivian shows a notable increase of 6.41%, reaching a value of 148.11 [3] - NIO has a value of 94.42, with a significant increase of 6.14% [3] Group 2: Notable Changes in Automotive Companies - Mahindra Automotive shows the highest growth rate of 9.48%, with a value of 418.27 [2] - Ideal Automotive also demonstrates strong performance with an increase of 8.27%, valued at 245.16 [2] - Tata Motors has a value of 294.69, increasing by 5.69% [2] - Geely Automotive shows a growth of 6.49%, reaching a value of 211.76 [2] - Leapmotor has a value of 82.32, with an increase of 5.94% [3] Group 3: Declines in Automotive Companies - Ford Automotive shows a decline of 0.8%, with a value of 399.24 [2] - Hyundai has a significant decrease of 6.54%, valued at 326.96 [2] - Great Wall Motors has a decline of 3.93%, with a value of 227.37 [2] - Suzuki Japan shows a decrease of 3.52%, valued at 226.6 [2] - Ford Otosan has a slight decline of 0.64%, with a value of 84.14 [3]