General Motors is projected to report adjusted earnings per share of $1.25 for the quarter ended December 2025, according to the latest consensus of 15 sell-side analysts surveyed by FactSet. Revenue estimates center at $44.3 billion, reflecting a year-over-year increase of approximately 3.2 percent driven by higher average transaction prices on light vehicles. Operating margin is expected to expand by 80 basis points to 9.1 percent as North American volumes recover from semiconductor shortages and cost-control measures yield $500 million in savings. Free cash flow for the quarter is forecast at $2 billion, supported by disciplined capital expenditures projected at $1.8 billion, down 12 percent from the prior year period.

GM has announced plans to relocate production of the China-developed Enclave SUV to its Lansing Delta Township Assembly plant in Michigan. The move will add a second shift to the facility, increasing capacity by 50 percent to 240,000 vehicles annually. This shift follows the imposition of additional duties on Chinese imports and is expected to create 900 new jobs by mid-2026. Total investment in tooling and workforce training is estimated at $300 million, with the first U.S.-assembled Enclaves slated to roll off the line in the third quarter.

GM’s inventory levels stood at 350,000 vehicles at year-end, representing 37 days of supply compared with an industry average of 45 days. Dealer order bank has increased by 18 percent sequentially for full-size pickups, signaling robust demand ahead of Q1 merchandising programs. Profit per unit in the lucrative truck and SUV segment is estimated at $9,500, up 4 percent year-over-year. The company’s automotive debt-to-capital ratio remains stable at 22 percent, and pension obligations were reduced by $1.2 billion during the quarter, strengthening the balance sheet ahead of anticipated share buyback authorization later this year.