Back to top

Image: Bigstock

General Motors Q1 Earnings Surpass Estimates, Revenues Rise Y/Y

Read MoreHide Full Article

General Motors (GM - Free Report) reported first-quarter 2025 adjusted earnings of $2.78 per share, which surpassed the Zacks Consensus Estimate of $2.69. The bottom line also increased from the year-ago quarter’s $2.62. Higher-than-expected revenues from GM North America (GMNA) and GM Financial segments led to the outperformance. Revenues of $44.02 billion beat the Zacks Consensus Estimate of $42.5 billion and increased from $43.01 billion recorded in the year-ago period.

The U.S. auto giant recorded adjusted earnings before interest and taxes (EBIT) of $3.49 billion, lower than $3.87 billion in the prior-year quarter. The automaker’s share in the GM market was 8.4% in the reported quarter, up from 8.1% in the year-ago quarter.

General Motors Company Price, Consensus and EPS Surprise

General Motors Company Price, Consensus and EPS Surprise

General Motors Company price-consensus-eps-surprise-chart | General Motors Company Quote

Segmental Performance

GMNA generated net revenues of $37.39 billion, up from $36.10 billion recorded in the corresponding period of 2024. The figure also outpaced our model’s projection of $36.47 billion on higher-than-expected deliveries. Wholesale vehicle sales in the GMNA unit totaled 827,000 units, up from 792,000 units reported in the year-ago quarter. The figure also surpassed our estimate of 807,000 units. The segment’s adjusted EBIT totaled $3.29 billion, down from $3.84 billion recorded in the year-earlier period. The metric also missed our estimate of $3.91 billion.

GM International’s (GMI) net revenues in the reported quarter amounted to $2.43 billion, down from the year-ago quarter’s $3.08 billion. The metric also missed our expectation of $3.54 billion on lower-than-expected deliveries. The segment’s wholesale vehicle sales of 85,000 units decreased from 104,000 units in the year-ago quarter and also missed our forecast of 102,000 units. GMI reported an operating profit of $30 million against the adjusted operating loss of $10 million reported in the year-ago period. 

GM Financial generated net revenues of $4.16 billion in the quarter, which increased from $3.81 billion recorded in the year-ago period and surpassed our prediction of $4 billion. The segment recorded an EBIT-adjusted operating profit of $685 million, down from $737 million recorded in the year-ago period. The metric missed our prediction of $707.8 million.

GM Cruise recorded net revenues of $1 million in the first quarter compared with $25 million reported in the corresponding quarter of 2024. The segment posted an operating loss of $273 million, much narrower than a loss of $442 million reported in the prior-year quarter. The reported loss was also narrower than our estimate of a loss of $438.5 million.

(Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)

Financial Position

General Motors had cash and cash equivalents of $20.57 billion as of March 31, 2025. The long-term automotive debt at the end of the quarter was $13.44 billion. Net automotive cash provided by operating activities amounted to $2.4 billion during the quarter under review. The company recorded an adjusted automotive free cash flow of $811 million in the first quarter of 2025, down from $1.09 billion generated in the year-ago quarter.

GM’s Zacks Rank & Key Picks

General Motors carries a Zacks Rank #3 (Hold) at present.

Some better-ranked stocks in the auto space are Hesai Group (HSAI - Free Report) and Standard Motor Products, Inc. (SMP - Free Report) . HSAI sports a Zacks Rank #1 (Strong Buy), while SMP carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for HSAI’s 2025 earnings indicates year-over-year growth of 336.36%, respectively. EPS estimates for 2026 have improved 12 cents in the past seven days.

The Zacks Consensus Estimate for SMP’s 2025 sales and earnings implies year-over-year growth of 16.61% and 10.73%, respectively. EPS estimates for 2025 have improved 5 cents in the past 60 days. EPS estimates for 2026 have improved by a penny in the past 30 days.


See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


General Motors Company (GM) - free report >>

Standard Motor Products, Inc. (SMP) - free report >>

Hesai Group Sponsored ADR (HSAI) - free report >>

Published in