GM(US:GM)2025-10-21 12:30Q3 2025 Performance Highlights - GM achieved 1 in total U S sales with 710K deliveries, up 8% year-over-year[13] - The company's Q3 U S market share reached 17 0%[13] - GM's Q3 EBIT-adjusted was $3 4 billion and adjusted automotive free cash flow was $4 2 billion[13,47] - EPS-diluted-adjusted stood at $2 80[13,47] - EV sales reached a record of 67K, representing 16 5% of the U S EV market[13] Financial Performance and Guidance - The company invested $2 1 billion in capital projects, paid down $1 3 billion of balance sheet debt, and repurchased $1 5 billion of stock in Q3[14] - The updated 2025 EBIT-adjusted guidance is $12 0–13 0 billion, EPS-diluted-adjusted is $9 75–10 50, and adjusted auto free cash flow is $10 0–11 0 billion[39] - The full-year gross tariff impact is improved to $3 5–4 5 billion, with mitigation actions expected to offset approximately 35%[42] Market Position and Strategic Initiatives - GM increased ICE market share year-to-date to 17 4%, up 0 5 percentage points[18] - The company is on track to lead the industry in full-size pickups for the 6th straight year, with a year-to-date share of 41%[22] - GM is solidifying its 2 position in the EV segment and leads the industry in EV market share growth year-to-date[23] - The company recognized approximately $2 billion in year-to-date revenue from Super Cruise, OnStar, and other software and services, with deferred revenue of approximately $5 billion at the end of Q3, up over 90% year-over-year[28]