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GM Profit Falls 57% in Q3 as EV Capacity Cuts Weigh, Outlook Raised on Lower Tariff Hit

One-time charges from resizing its electric-vehicle plans offset steady revenue.

Overview

  • GM posted net income of $1.327 billion for July–September, down 56.6% from a year earlier.
  • Quarterly revenue was $48.591 billion, a 0.3% decline that was essentially flat year over year.
  • Results reflected charges tied to reducing EV production capacity after an October 14 review prompted by softer demand and reduced U.S. purchase incentives.
  • GM said the expected impact of Trump administration tariffs narrowed by about $500 million, with related costs now projected at $3.5–$4.5 billion.
  • The company raised its full-year guidance on the lower tariff estimate, while noting tariffs and EV-related costs continue to weigh on performance.