GM(US:GM) Yahoo Finance·2026-01-26 16:58Core Insights - General Motors (GM) is expected to report a decline in Q4 revenue to $45.37 billion, a 5% decrease from $47.70 billion in the previous year, with adjusted EPS projected at $2.28 and adjusted EBIT at $2.77 billion [1] Financial Performance - GM's Q4 US sales decreased by 6.9% year-over-year to just over 703,000 vehicles, but full-year sales for 2025 increased by 5.5% to 2.853 million vehicles, making GM the top-selling automaker in the US [3] - Full-size pickup sales have risen for the sixth consecutive year, marking the best performance in 20 years, while full-size SUVs also contributed to GM's success in this segment for the fifth straight year [3] Electric Vehicle (EV) Business - EV sales in Q4 plummeted by 43% to just over 25,000 units, negatively impacting overall results, attributed to a "pull ahead" in Q3 sales before the expiration of the federal EV tax credit [4] - GM announced an additional $6 billion charge to its EV business due to lower-than-expected demand and the loss of the federal EV tax credit, bringing the total EV writedown to $6.6 billion [5][6] Guidance and Tariff Impact - GM raised its full-year 2025 profit guidance, citing tariff offsets from the White House, with full-year tariff exposure projected between $3.5 billion and $4.5 billion [2] - The company anticipates adjusted EBIT in the range of $12 billion to $13 billion and adjusted automotive free cash flow of $10 billion to $11 billion for the upcoming period [8]