General Motors Q4 Earnings Call Highlights

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MarketBeat

Tue, January 27, 2026 astatine 10:39 AM CST 9 min read

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GM reported an "exceptional 2025," achieving its highest U.S. marketplace stock successful a decennary with beardown pricing and merchandise momentum—leading full‑size pickups/SUVs and grounds crossover show driven by redesigned models.
The institution generated robust cash, with adjusted automotive escaped currency travel of astir $10.6 billion successful 2025 and ended the twelvemonth with $21.7 billion of cash, returning superior via $6 billion of buybacks successful 2025 (and $23 billion since late‑2023) positive a 20% dividend summation to $0.18 per share.
GM took sizable EV-related charges—$7.6 billion combined successful Q3–Q4 (about $4.6 billion currency expected)—as it right‑sizes EV capableness (including discontinuing BrightDrop), portion guiding 2026 to $13–15 billion EBIT adjusted, targeting North America margins of 8%–10% contempt expected tariffs of $3–4 billion.
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General Motors (NYSE:GM) executives highlighted marketplace stock gains, beardown currency procreation and expanded shareholder returns during the company’s fourth-quarter and full-year 2025 net telephone held Tuesday. Management besides elaborate large EV-related charges taken successful the 2nd fractional of 2025, outlined steps to trim tariff exposure, and issued 2026 guidance that targets a instrumentality to 8%-10% adjusted EBIT margins successful North America.

CEO Mary Barra said the institution delivered “an exceptional 2025,” including full-year EBIT-adjusted results astatine the precocious extremity of guidance. Barra noted the institution achieved its highest full-year U.S. marketplace stock successful a decennary and posted a 4th consecutive twelvemonth of stock growth, which she attributed to “low inventory, debased incentives, and beardown pricing.” GM again led the manufacture successful full-size pickups and full-size SUVs, and posted its champion twelvemonth ever successful crossovers, citing redesigned Chevrolet Equinox and Traverse models arsenic drivers.

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Barra besides pointed to beardown show from smaller crossovers specified arsenic the Chevrolet Trax and Buick Envista, describing them arsenic profitable vehicles that present worth astatine debased terms points. She said GM led the U.S. fleet conception for a 2nd consecutive twelvemonth done GM Envolve’s conveyance and exertion solutions.

CFO Paul Jacobson reported 2025 EBIT adjusted of $12.7 cardinal and adjusted automotive escaped currency travel of $10.6 billion, ending the twelvemonth with $21.7 cardinal successful cash. Jacobson said marketplace stock gains of 60 ground points successful 2025, combined with debased incentives and disciplined inventory management, contributed to astir $25 cardinal of escaped currency travel implicit the past 2 years.