General Motors delivered Q4 2025 adjusted EPS of $2.51 versus consensus of $2.26, driving an 8.8% surge in its share price on January 27. The company achieved a 54% total return in 2025, making it one of the top performers in the automotive sector. For full year 2025, revenue reached $185.0 billion, down 1.3% year-over-year, while net income fell to $2.7 billion due to $7.2 billion in special charges related to EV capacity rationalization and supply chain settlements. Management guided 2026 adjusted EPS in the range of $11.00–$13.00, implying roughly 13% year-over-year earnings growth, and signaled continued operating leverage despite ongoing cost pressures.

GM’s EV segment has scaled rapidly, with models such as the Hummer EV, Chevy Silverado EV and Cadillac Lyriq already in market. The Ultium Drive platform and battery plants in Ohio, Tennessee and Lansing underpin the drive to bring that segment to profitability, expected later this year. Cruise plans to begin charging fares in 2025, supported by a strategic partnership with Uber that will integrate robotaxis onto Uber’s platform. On the ICE side, GM will invest $888 million at its Tonawanda Propulsion plant to launch next-generation V8 engine production in 2027, reflecting a balanced approach to electrification and traditional powertrains.

GM increased its quarterly dividend by 20% following the Q4 release and authorized a new $6 billion share repurchase program. The current dividend yields approximately 0.83%, or $0.18 per share quarterly. Over the past five years, the company has delivered a total share return of 101.2% (excluding dividends), while revenues have climbed from $135.7 billion in 2015 to $185.0 billion in 2025, and net income has trended down from $9.6 billion to $2.7 billion. Wall Street analysts have raised their consensus price target to near $100, implying roughly 18% upside potential based on current valuations.