Overview

* GM Q3 2025 revenue beats analyst expectations despite slight yr/yr decline

* Adjusted EPS for Q3 2025 beats consensus, reflecting operational efficiency

* Adjusted EBIT for Q3 2025 exceeds analyst estimates, highlighting strong performance

Outlook

* GM raises 2025 EBIT-adjusted guidance to $12.0 bln-$13.0 bln

* GM expects 2025 adjusted core profit to be between $12.0 billion and $13.0 billion

* Company increases 2025 adjusted automotive free cash flow to $10.0 bln-$11.0 bln

* GM revises 2025 EPS-diluted-adjusted guidance to $9.75-$10.50

Result Drivers

* EV STRATEGIC REALIGNMENT - GM attributes Q3 results to strategic realignment of EV capacity and manufacturing footprint

* OPERATIONAL EFFICIENCY - GM cites operational efficiency as a driver for beating Q3 adjusted EPS estimates

* STRONG PERFORMANCE - GM's adjusted EBIT exceeded analyst estimates, highlighting strong performance

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $48.59 $45.26

Revenue bln bln (17

Analysts

)

Q3 Beat $2.80 $2.30

Adjusted (17

EPS Analysts

)

Q3 EPS $1.35

Q3 Net $1.32

Income bln

Q3 Beat $3.37 $2.72

Adjusted bln bln (15

EBIT Analysts

)

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 16 "strong buy" or "buy", 10 "hold" and 2 "sell" or "strong sell"

* The average consensus recommendation for the auto & truck manufacturers peer group is "hold."

* Wall Street's median 12-month price target for General Motors Co ( GM ) is $62.00, about 6.5% above its October 20 closing price of $58.00

* The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 5 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)