Core Insights - General Motors reported a full-year 2025 net income attributable to stockholders of $2.7 billion, with an EBIT-adjusted of $12.7 billion. However, the fourth-quarter 2025 net income was a loss of $3.3 billion, with an EBIT-adjusted of $2.8 billion [1][2]. Financial Performance - The fourth-quarter net income was impacted by over $7.2 billion in special charges related to the realignment of electric vehicle capacity and adjustments to consumer demand for EVs, as well as changes in U.S. government policies [2]. - For 2025, GM's revenue was $185.0 billion, a decrease of 1.3% from $187.4 billion in 2024. The net income attributable to stockholders fell by 55.1% from $6.0 billion in 2024 to $2.7 billion in 2025 [11][21]. - The EBIT-adjusted for 2025 was $12.7 billion, down 14.6% from $14.9 billion in 2024 [11][21]. 2026 Guidance - GM anticipates a strong financial performance in 2026, with guidance for net income attributable to stockholders between $10.3 billion and $11.7 billion, and EBIT-adjusted between $13.0 billion and $15.0 billion [4][11]. - The company expects automotive operating cash flow for 2026 to be between $19.0 billion and $23.0 billion, with adjusted automotive free cash flow projected between $9.0 billion and $11.0 billion [4][11]. Shareholder Returns - GM's Board of Directors approved a quarterly dividend increase of $0.03 per share to $0.18 per share, payable on March 19, 2026 [5]. - A new share repurchase authorization of $6.0 billion was also announced, reflecting the company's commitment to returning capital to shareholders [6][7]. Operational Highlights - As of December 31, 2025, GM had 904 million shares outstanding, a reduction from 995 million at the end of 2024 [8]. - The company reported a significant increase in adjusted automotive free cash flow of 51.2% in the fourth quarter of 2025 compared to the same period in 2024 [9].

Core Viewpoint - U.S. stock futures are mixed, with several companies expected to report earnings that may attract investor attention today [1] Group 1: Earnings Reports - General Motors Co (NYSE:GM) is expected to report quarterly earnings of $2.20 per share on revenue of $45.80 billion, with shares falling 0.5% to $79.05 in after-hours trading [1] - W R Berkley Corp (NYSE:WRB) reported quarterly earnings of $1.13 per share, meeting analyst expectations, while sales of $3.721 billion exceeded estimates of $3.661 billion, leading to a 1.2% increase in shares to $67.71 [1] - Boeing Co (NYSE:BA) is anticipated to post a quarterly loss of 39 cents per share on revenue of $22.47 billion, with shares rising 0.1% to $248.52 in after-hours trading [1] - Nucor Corp (NYSE:NUE) reported quarterly earnings of $1.73 per share, missing the consensus estimate of $1.91 per share, and sales of $7.687 billion also fell short of the $7.868 billion estimate, resulting in a 3.1% decline in shares to $172.13 [1] - UnitedHealth Group Inc (NYSE:UNH) is expected to report quarterly earnings of $2.10 per share on revenue of $113.82 billion, with shares dropping 8.7% to $321.22 in after-hours trading [1]

General Motors Company (NYSE:GM) will release earnings for the fourth quarter before the opening bell on Tuesday, Jan. 27.Analysts expect the company to report fourth-quarter earnings of $2.24 per share. That's up from $1.92 per share in the year-ago period. The consensus estimate for GM’s quarterly revenue is $45.79 billion (it reported $47.7 billion last year), according to Benzinga Pro.The company has beaten analyst revenue estimates for 14 straight quarters.Shares of General Motors fell 0.3% to close at ...

General Motors Company (NYSE:GM) will release earnings for the fourth quarter before the opening bell on Tuesday, Jan. 27.Analysts expect the company to report fourth-quarter earnings of $2.24 per share. That's up from $1.92 per share in the year-ago period. The consensus estimate for GM’s quarterly revenue is $45.79 billion (it reported $47.7 billion last year), according to Benzinga Pro.The company has beaten analyst revenue estimates for 14 straight quarters.Shares of General Motors fell 0.3% to close at ...

Core Viewpoint - General Motors is expected to report a decline in revenue for the fourth quarter while showing an increase in adjusted earnings per share, indicating a mixed financial performance [1]. Financial Performance - GM's fourth-quarter revenue is projected at $45.8 billion, reflecting a 4% decline compared to the previous year [1][6]. - The company anticipates a net loss attributable to stockholders of approximately $3 billion for the fourth quarter of 2024 [2]. - Adjusted earnings before interest and taxes are expected to be $2.5 billion [2]. - Adjusted earnings per share are forecasted to be $2.20 [6]. Special Charges and Guidance - GM is expected to incur $7.1 billion in special charges for the fourth quarter of 2025 due to its pullback in electric vehicles and restructuring efforts in China [2]. - The special charges will affect net income but will not impact adjusted results [2]. - CEO Mary Barra has indicated that 2026 is expected to be better than 2025, with guidance for adjusted earnings before interest and taxes between $12 billion and $13 billion for 2025 [3]. - Adjusted automotive free cash flow is projected to be between $10 billion and $11 billion, an increase from the previous estimate of $7.5 billion to $10 billion [3]. Earnings Conference Call - GM executives will conduct an earnings conference call at 8:30 a.m. EST to discuss the results and outlook [4].

Group 1: U.S. Stock Market Reaction - U.S. stock futures are mixed, with S&P 500 Futures up 0.05% at 6,985.25, Nasdaq Futures up 0.24% at 25,913.25, and Dow Futures down 0.30% at 49,416.00 [1] - South Korea's KOSPI index is up 0.62% at 4,980.26 despite the tariff announcement, while major U.S.-exposed stocks like Hyundai Motor Company and Kia Motors Corp. are down by 1.93% and 2.96% respectively [2] Group 2: Tariff Announcement and Impact - President Trump announced a tariff increase on South Korean exports, including automotives, lumber, and pharmaceuticals, from 15% to 25% due to legislative failures in South Korea [2] - The tariff increase is part of a broader trade agreement issue between the U.S. and South Korea, which Trump described as "historic" [2] Group 3: Commodity Market Movements - Silver prices experienced a pullback after reaching a record high of $117.69 per ounce, currently trading at $109.92 per ounce, up 5.95% [3] - Gold prices also hit an all-time high of $5,111.21 before retreating to $5,066.83 per ounce, reflecting a 1.17% increase [3] Group 4: Currency and Economic Indicators - The U.S. Dollar Index (DXY) is flat, trading at 97.075 against a basket of currencies, showing minimal reaction to the tariff threats [4] - Investors are anticipating earnings reports from UnitedHealth Group Inc., Boeing Co., and General Motors Co., along with the release of the Case Shiller 20-City Home Price Index and the Consumer Confidence Report [4]

Back to Market on Close. Taking a look at General Motors ahead of Tuesday morning's fourth quarter earnings report. Analysts are expecting adjusted EPS of $2.20%, which would be a 15% increase from last year on revenue of 45.4% billion.That would represent a 5% drop from the prior year. The stock did hit a 25-year high earlier this month and is up nearly 50% over the past 52 weeks. Of course, that makes it the subject of today's Options Corner.Joining us today, Alex Coffee, the co-host of NextGen Investing ...

Core Viewpoint - General Motors is preparing to report its fourth-quarter financial results, which will provide insights into the company's strategy of balancing electric vehicle (EV) growth with a reduction in EV efforts [1] Group 1: Earnings Estimates - Analysts expect GM to report fourth-quarter revenue of $45.79 billion, a decrease from $47.70 billion in the same quarter last year [2] - The anticipated earnings per share (EPS) for the fourth quarter is $2.24, an increase from $1.92 in the previous year [2] - GM has consistently beaten analyst revenue estimates for 14 consecutive quarters and EPS estimates for 13 consecutive quarters [2] Group 2: Analyst Ratings and Price Targets - Several analysts have raised their price targets for GM stock ahead of the earnings report, with Barclays and JPMorgan both increasing their targets from $85 to $100 [3][7] - HSBC raised its price target from $48 to $75 while Citigroup increased its target from $86 to $98 [7] Group 3: Electric Vehicle Strategy - GM has experienced significant growth in electric vehicle sales, with the Chevrolet Equinox and Chevrolet Blazer ranking among the top 10 selling EVs in the U.S. for 2025 [4] - The Equinox saw deliveries increase by over 100% year-over-year, contributing to GM's 13% market share in the U.S. EV market, with unit deliveries up 20% year-over-year [4] - Despite strong EV growth, GM is scaling back its EV efforts due to the ending of the Federal EV tax credit, focusing more on traditional automobiles [4][5] Group 4: Production and Market Strategy - GM is ceasing production of the Chevrolet Bolt, its most affordable EV, to shift production of other vehicles from overseas to the U.S. [5] - CEO Mary Barra has reaffirmed the company's long-term commitment to EV growth, even as global EV deliveries rise by 20% year-over-year [5] - Analysts will be looking for insights on tariffs, profitability, and how the shift in production strategy may help GM navigate tariffs and enhance profitability [6] Group 5: Stock Performance - GM's stock was down 0.3% to $79.43, with a 52-week trading range of $41.60 to $85.18, and has increased by 45.7% over the last year [9]

The Electrify America network is now easily accessible for GM EV customers via the myChevrolet, myGMC, and myCadillac apps — further centralizing the charging experience. Drivers looking to charge at one of the 5,000+ DC-Fast chargers across the country can check charger availability, plan their routes, and pay for charging sessions utilizing their myBrand app DETROIT, Jan. 26, 2026 /PRNewswire/ -- GM is streamlining public charging because convenient access is at the heart of a great EV ownership experienc ...

Core Viewpoint - General Motors is expected to report an increase in fourth-quarter earnings and maintain a stable revenue outlook compared to the previous year [1][2]. Earnings Expectations - Analysts predict General Motors will report fourth-quarter earnings of $2.26 per share, up from $1.92 per share in the same period last year [1]. - The consensus estimate for GM's quarterly revenue is $46.04 billion, slightly down from $47.7 billion reported last year [1]. Analyst Ratings and Price Target - Barclays analyst Dan Levy has maintained an Overweight rating on General Motors and raised the price target from $85 to $100 [2]. Dividend Information - General Motors currently has an annual dividend yield of 0.75%, translating to a quarterly dividend of 15 cents per share, or 60 cents annually [2]. - To achieve a monthly income of $500 from dividends, an investment of approximately $796,800 or around 10,000 shares is required [2]. - For a more modest monthly income of $100, an investment of $159,360 or around 2,000 shares is necessary [2]. Dividend Yield Calculation - The dividend yield is calculated by dividing the annual dividend payment by the stock's current price [3]. - Changes in stock price directly affect the dividend yield; for instance, if the stock price increases, the yield decreases, and vice versa [3][4]. Recent Stock Performance - Shares of General Motors fell by 1.8% to close at $79.68 on the last trading day [4].