Core Insights - General Motors (GM) reported a revenue of $45.29 billion for the quarter ended December 2025, reflecting a decrease of 5.1% year-over-year and a surprise of -1.83% compared to the Zacks Consensus Estimate of $46.13 billion. The earnings per share (EPS) was $2.51, up from $1.92 in the same quarter last year, resulting in an EPS surprise of +14.24% against the consensus estimate of $2.20 [1][2]. Financial Performance - Total wholesale vehicle sales for GM amounted to 937 thousand, which was below the three-analyst average estimate of 962.44 thousand [4]. - Total net sales and revenue for GM Financial reached $4.3 billion, exceeding the average estimate of $4.19 billion by five analysts, marking a year-over-year increase of +4.6% [4]. - Total net sales and revenue for Total Automotive was reported at $40.99 billion, slightly below the average estimate of $41.19 billion, indicating a year-over-year decline of -6% [4]. - Total net sales and revenue for Total Automotive - GMNA was $36.89 billion, compared to the average estimate of $36.76 billion, reflecting a year-over-year decrease of -6.7% [4]. - The operating segment for GMNA reported $2.24 billion, surpassing the average estimate of $2.11 billion by four analysts [4]. Stock Performance - Over the past month, GM shares have returned -4.2%, contrasting with the Zacks S&P 500 composite's increase of +0.4%. The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance in the near term [3].
Compared to Estimates, General Motors (GM) Q4 Earnings: A Look at Key Metrics