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Compared to Estimates, General Motors (GM) Q4 Earnings: A Look at Key Metrics

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For the quarter ended December 2025, General Motors (GM - Free Report) reported revenue of $45.29 billion, down 5.1% over the same period last year. EPS came in at $2.51, compared to $1.92 in the year-ago quarter.

The reported revenue represents a surprise of -1.83% over the Zacks Consensus Estimate of $46.13 billion. With the consensus EPS estimate being $2.20, the EPS surprise was +14.24%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how General Motors performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Worldwide - Wholesale Vehicle Sales - Total GMI: 157 thousand compared to the 166.56 thousand average estimate based on four analysts.
  • Worldwide - Wholesale Vehicle Sales - Total GMNA: 780 thousand compared to the 797.8 thousand average estimate based on four analysts.
  • Worldwide - Wholesale Vehicle Sales - Total: 937 thousand versus the three-analyst average estimate of 962.44 thousand.
  • Total net sales and revenue- GM Financial: $4.3 billion compared to the $4.19 billion average estimate based on five analysts. The reported number represents a change of +4.6% year over year.
  • Total net sales and revenue- Total Automotive- GMI: $4.03 billion versus the four-analyst average estimate of $4.27 billion. The reported number represents a year-over-year change of +0.9%.
  • Total net sales and revenue- Total Automotive: $40.99 billion compared to the $41.19 billion average estimate based on four analysts. The reported number represents a change of -6% year over year.
  • Total net sales and revenue- Total Automotive- GMNA: $36.89 billion compared to the $36.76 billion average estimate based on four analysts. The reported number represents a change of -6.7% year over year.
  • Total net sales and revenue- Total Automotive- Corporate: $65 million versus the three-analyst average estimate of $60.06 million. The reported number represents a year-over-year change of -14.5%.
  • Total net sales and revenue- Reclassifications/Eliminations: $-3 million versus the three-analyst average estimate of $-74.5 million. The reported number represents a year-over-year change of -98.4%.
  • Operating segments- GMNA: $2.24 billion versus $2.11 billion estimated by four analysts on average.
  • Operating segments- Corporate and eliminations: $-288 million versus the four-analyst average estimate of $-347.88 million.
  • Operating segments- GM Financial: $609 million versus the four-analyst average estimate of $697.11 million.

View all Key Company Metrics for General Motors here>>>

Shares of General Motors have returned -4.2% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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