General Motors is projected to report Q4 2025 revenue of $45.81 billion and an adjusted EPS of $2.21, with shares trading at $79.68 against a consensus price target of $89.62.
The primary focus for investors is the 2026 financial guidance and the 'EV strategy reset,' specifically management's ability to maintain 8-10% North American EBIT margins.
GM enters the report with a 13-quarter streak of earnings beats, bolstered by resilient internal combustion engine profits and a turnaround in its China operations. However, market participants are wary of a looming $6 billion charge related to manufacturing pivots and the impact of expired federal tax credits on EV demand.