GM ...

Core Insights - The article presents the market capitalization changes of global automotive manufacturers as of July 24, 2025, highlighting significant fluctuations in their valuations [1]. Market Capitalization Summary - Volkswagen has a market capitalization of $574.58 billion, with an increase of $33.34 billion [3]. - General Motors (GM) stands at $510.81 billion, up by $40.75 billion [3]. - Porsche's market value is $485.44 billion, reflecting an increase of $30.57 billion [3]. - Honda's market capitalization is $469.09 billion, with a notable rise of $54.41 billion [3]. - Maruti Suzuki's valuation is $459.89 billion, increasing by $4.91 billion [3]. - Mahindra & Mahindra's market cap is $454.28 billion, up by $1.63 billion [3]. - Ford's market capitalization is $452.53 billion, with an increase of $7.56 billion [3]. - Hyundai's market value is $369.37 billion, showing a decrease of $10.05 billion [3]. - Li Auto's valuation is $307.37 billion, down by $4.24 billion [3]. - Stellantis has a market capitalization of $301.09 billion, increasing by $31.15 billion [3]. - Tata Motors' market cap is $301.06 billion, up by $7.29 billion [3]. - SAIC Motor's valuation is $289.03 billion, with a slight increase of $0.98 billion [3]. - Geely's market capitalization is $246.16 billion, up by $3.35 billion [3]. - Great Wall Motors stands at $237.34 billion, increasing by $1.88 billion [3]. - Suzuki's market value is $225.12 billion, with a rise of $0.79 billion [3]. - Xpeng Motors has a market capitalization of $174.65 billion [4]. - Rivian's valuation is $167.95 billion, down by $1.20 billion [4]. - Changan Automobile's market cap is $156.79 billion, increasing by $1.72 billion [4]. - Subaru's market value is $149.43 billion, up by $2.32 billion [4]. - Renault's market capitalization is $141.42 billion, with an increase of $3.70 billion [4]. - JAC Motors stands at $139.05 billion, up by $0.88 billion [4]. - NIO's market cap is $103.20 billion, down by $1.89 billion [4].

Core Viewpoint - General Motors is facing challenges from rising tariffs and significant capital expenditures but maintains a strong free cash flow projection of $7.5 billion to $10 billion for 2025 [1][8] Financial Performance - In the second quarter, General Motors reported adjusted earnings per share of $2.53, exceeding the analyst consensus estimate of $2.40 [4] - Quarterly sales reached $47.12 billion, surpassing the expected $45.57 billion [4] - The company's adjusted EBIT margins fell to 6.4%, impacted by a $1.1 billion tariff headwind [1][4] Future Outlook - The company anticipates a challenging second half of the year, particularly in North America, with expected declines in wholesale volumes and increased tariff burdens [2][5] - General Motors expects a mid-single-digit sequential drop in North American wholesale volumes, translating to an approximate 8% year-over-year decline in the second half of 2025 [5] - The third quarter is projected to carry a heavier gross tariff burden than the second quarter, although mitigating actions are expected to soften the impact [6] Strategic Measures - Bank of America Securities analyst Federico Merendi has reiterated a Buy rating on General Motors, adjusting the price forecast from $65 to $62 [3] - The company has maintained its full-year guidance, with expectations of stronger free cash flow in the second half potentially allowing for share buybacks [6][8] - Despite higher capital expenditures, the relative impact is considered manageable as peers in the industry face similar challenges [7] Market Reaction - GM shares have increased by 8.79%, trading at $53.19 [8]

General Motors Company (NYSE: GM ) smashed expectations for its second fiscal quarter, but shares nonetheless fell 8% after the Q2 earnings report due to concerns about tariffs and a decline in the automaker's core earnings. Despite tariff headwinds in the shortAnalyst’s Disclosure:I/we have a beneficial long position in the shares of GM, F either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (oth ...

Core Insights - General Motors Company reported second-quarter adjusted earnings per share of $2.53, exceeding the analyst consensus estimate of $2.40, with quarterly sales reaching $47.12 billion, surpassing the expected $45.57 billion [1][3] Group 1: Financial Performance - The company affirmed its FY25 adjusted earnings per share guidance of $8.25-$10.00, compared to the analyst estimate of $9.17 [3] - General Motors plans to offset at least 30% of the $4 billion–$5 billion gross tariff impact [3] - Following the earnings announcement, General Motors shares increased by 6.9%, trading at $52.26 [3] Group 2: Market Position and Product Development - General Motors continues to lead the industry in full-size trucks and SUVs, with significant advancements in design and technology in new crossover SUVs like Chevrolet Trax, Buick Envista, and GMC Acadia, resulting in record demand and revenue growth [2] Group 3: Analyst Ratings and Price Targets - B of A Securities analyst John Murphy maintained a Buy rating on General Motors, lowering the price target from $65 to $62 [8] - Wells Fargo analyst Colin Langan maintained an Underweight rating, raising the price target from $34 to $38 [8] - Citigroup analyst Michael Ward maintained a Buy rating and raised the price target from $59 to $61 [8]

Group 1 - The core viewpoint of the article highlights the significant developments in the automotive industry, particularly focusing on Great Wall Motors' new supercar and General Motors' second-quarter financial performance [1][4][8]. Group 2 - Great Wall Motors' new supercar features a monocoque body and a two-door design, likely utilizing a rear-engine layout with the latest 4.0T twin-turbo V8 engine, and is expected to compete with the Ferrari SF90 [3]. - The new supercar aims to deliver impressive lap times and emotional value, indicating a strategic move towards high-performance vehicles [3]. Group 3 - Avita's new factory design has been revealed, with a production capacity of 350,000 units, supporting its goal of achieving global sales of 400,000 units by 2027 and launching 17 new models by 2030 [6]. Group 4 - General Motors reported a second-quarter sales figure of 974,000 units, a year-on-year decline of 6.3%, with revenue of $47.12 billion, down 1.8% [8]. - The company faced over $1.1 billion in losses due to Trump's 25% tariffs on imported vehicles and parts, leading to a 31.6% drop in adjusted EBIT to $3 billion and a 35.4% decrease in net profit to $1.9 billion [8]. - Despite the overall decline, GM's Chevrolet became the second-best-selling electric vehicle brand in the U.S., and Cadillac led in luxury electric vehicle sales, indicating progress in its electrification strategy [8].

Core Viewpoint - General Motors (GM) reported its Q2 2025 earnings, reflecting struggles and adaptations in a complex macroeconomic environment, as well as the pains and hopes of transitioning towards electrification and localization [1][2]. Financial Performance - GM's Q2 2025 revenue reached $47.122 billion, a slight year-over-year decline of 1.8%, but exceeded market expectations of $45.81 billion [2]. - Adjusted earnings per share were $2.53, and net profit was $1.895 billion, both showing a significant decline, with net profit down 35.4% year-over-year [1][2]. - The adjusted EBIT was $3 billion, a sharp decrease of 31.6% compared to the previous year [2]. Cost Pressures - The decline in profit was primarily attributed to the U.S. government's tariff policies, which directly reduced GM's adjusted earnings by $1.1 billion [2]. - Additional costs included $300 million from recalling 600,000 trucks due to engine defects, $600 million from increased electric vehicle inventory, and $200 million from declining fleet sales prices [2]. Regional Performance - North American adjusted EBIT fell from $4.4 billion to $2.4 billion, a drop of 45.5%, with profit margins shrinking from 10.9% to 6.1% [4]. - In contrast, international operations, including China, saw adjusted EBIT rise from $50 million to $204 million, highlighting the importance of the Chinese market [4]. Market Dynamics - GM's sales in China exceeded 447,000 units in Q2, a 20% year-over-year increase, marking the highest quarterly growth since 2021 [4]. - The company maintained its full-year adjusted EBIT forecast of $10 billion to $12.5 billion, though this is lower than the initial target of $15.7 billion [4]. Strategic Initiatives - GM announced a $4 billion investment in U.S. assembly plants to expand production capacity for high-profit light trucks, SUVs, and crossovers [7]. - The company is balancing traditional fuel vehicle production with electric vehicle manufacturing, aiming to leverage technological innovations for long-term profitability [7]. Transformation and Future Outlook - GM's strategy in China is shifting from volume contribution to being a dual engine of profit and technological innovation, with a 50% year-over-year increase in electric vehicle sales [6]. - The company is adapting to rapid technological changes and aims to convert challenges into long-term advantages through innovation and strategic adjustments [7][8].

通用汽车(GM.N)涨近5%，前一交易日跌约8%。 ...

Toyota Motor Corp TM just got a market-moving gift – and it came courtesy of U.S. trade policy. After the Donald Trump administration unveiled a new 15% tariff on imported vehicles, Toyota's stock surged 8%. Tariff Math That Favors The Competition Why? Because while Toyota gets away with a flat 15% hike, American automakers like Ford Motor Co F, General Motors Co GM, and Tesla Inc TSLA are staring down a tangled—and far more expensive—tariff mess. Ford and GM aren't just dealing with the vehicle import tari ...

Forbes Daily: General Motors Takes A More Than $1 Billion Tariff Hithttps://t.co/F04QsZOIle https://t.co/QZlmXwutbj ...