Based on a recent LSEG survey of analysts, General Motors is expected to report adjusted earnings per share of $2.20 and revenue of $45.8 billion for the fourth quarter. If realized, revenue would decline 4% year-over-year, while adjusted EPS would rise more than 14%. These forecasts reflect expectations that GM’s cost controls and pricing strategies will offset modest volume headwinds in North America and headway in its China operations.

In the fourth quarter of 2024, GM recorded $47.7 billion in revenue, a net loss attributable to stockholders of approximately $3 billion, and $2.5 billion in adjusted EBIT. For the fourth quarter of 2025, the company announced it will book $7.1 billion in special charges related to its electric vehicle pullback and restructuring in China. While these charges will weigh on GAAP net income, they are excluded from adjusted results and are intended to reposition GM’s balance sheet and cost structure for longer-term competitiveness in EV markets.

GM’s 2025 guidance calls for adjusted EBIT of $12 billion to $13 billion, equivalent to $9.75 to $10.50 in adjusted EPS, and adjusted automotive free cash flow of $10 billion to $11 billion. CEO Mary Barra has reconfirmed that 2026 is expected to outperform 2025, driven by disciplined capital allocation, expected margin expansion in software-enabled vehicles and EVs, and improved volume in key global markets. Investors will be closely watching management’s updated full-year outlook during the earnings conference call scheduled for 8:30 a.m. EST on Jan. 27.