Overview
- Revenue reached about $48.5 billion in Q3, a 0.3% yearly dip that still topped the FactSet forecast cited by reports.
- Adjusted EPS was $2.80 versus the $2.29 consensus, while GAAP net income dropped to roughly $1.32–$1.33 billion, down about 56–57% year over year.
- GM raised 2025 operating income guidance to $12–$13 billion and lifted its full-year adjusted EPS target to $9.75–$10.50.
- The company cut its expected tariff impact by $500 million to $3.5–$4.5 billion and lowered the top of its full-year net-income range to $8.3 billion, keeping the $7.7 billion floor.
- Global deliveries rose to 1.56 million with U.S. market-share gains and leaner dealer inventories, while Brazil volumes fell to 72,000; shares were up about 8% in New York pre-market trading.