Finance

GM Q4 2025 EPS Seen Around $2.18 on $45.41B Revenue Ahead of Earnings

General Motors is set to report Q4 2025 and full-year 2025 results before the bell on Tuesday, Jan. 27, 2026, with an 8:30 a.m. EST earnings call. Street consensus points to about $2.18 in adjusted EPS on roughly $45.41 billion in revenue, while GM faces about $7.1 billion in EV write-downs and China-restructuring charges that will hit GAAP net income.

📅 January 27, 2026
⏱️ 2 min read
GM Q4 2025 EPS Seen Around $2.18 on $45.41B Revenue Ahead of Earnings

Key Takeaways

  • Adjusted EPS seen near $2.18 on revenue around $45.41 billion (LSEG consensus).
  • GM is expected to take about $7.1 billion in Q4 2025 special charges tied to EV pullbacks and China restructuring.
  • 2025 guidance targets adjusted EBIT of $12–$13 billion, adjusted EPS of $9.75–$10.50, and adjusted automotive free cash flow of $10–$11 billion.
  • CEO Mary Barra has signaled 2026 should be better than 2025, hinging on cost discipline and EV execution.

People Involved

  • Mary BarraChief Executive Officer

Entities Involved

  • General Motors (GM)Automotive manufacturer

MarketMoodz Analysis

GM’s Q4 print and 2026 guidance will shape investor sentiment across the auto sector as a test of profitability during the EV transition. The reported GAAP gap will be dominated by the $7.1 billion EV-related charges, but investors will look for how management separates this from ongoing earnings power in the adjusted metrics.

Historically, GM has faced cyclicality in vehicle demand and a messy path to EV profitability. The 2024 Q4 results showed $47.7 billion in revenue but a $3 billion net loss, underscoring the chasm between reported results and non-GAAP profitability when restructuring and write-downs are in play.

Going forward, key watching points include management’s cost discipline, progress on the China restructuring, EV battery and semiconductor costs, and the trajectory of adjusted EBIT and automotive FCF as the company scales its EV strategy.

Source: Original Article

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