General Motors (GM) reported strong earnings for the third quarter, surpassing Wall Street expectations. The company earned $2.8 per share, higher than the predicted $2.28 per share, although slightly below the $2.96 per share earned a year earlier.
GM raised its core profit forecast for 2025. The company said it is seeing strong demand for its pickup trucks and SUVs. It also explained that the costs from U.S. tariffs would not be as high as previously expected, and its decision to slow down electric vehicle production is expected to improve profitability next year.
Following the news, GM's stock price surged 12% before the market opened. Investors responded positively to the company's new guidance and the updated outlook on electric vehicle losses.
Why did GM's stock price increase?
GM's stock jumped after the company reported better-than-expected earnings and raised its profit outlook for 2025.
What helped GM beat earnings expectations?
Strong sales of pickup trucks and SUVs, along with lower-than-expected tariff costs, helped GM beat earnings forecasts.
What changes is GM making regarding electric vehicles?
GM is slowing down its electric vehicle production, expecting this move to reduce losses and improve profits next year.
Sources
GM Financial Reports Third Quarter 2025 Operating Results
Business Wire
Business Wire
FORT WORTH, Texas--(BUSINESS WIRE)--GENERAL MOTORS FINANCIAL COMPANY, INC. (“GM Financial” or the “Company”) announced net income of $589 million for the quarter ended September 30, 2025, compared to $499 million for the quarter ended September 30, 2024. Net income was $1.6 billion for both the nine...
General Motors raises 2025 core profit forecast
Reuters
Reuters
General Motors raised annual adjusted core profit forecast on Tuesday, betting that strong demand for its pickup trucks and SUVs would help counter a hit from U.S. tariffs and the end of a federal incentive for electric vehicles.
GM releases 2025 third-quarter results
DETROIT , Oct. 21, 2025 /PRNewswire/ -- General Motors (NYSE: GM) today reported third-quarter 2025 revenue of $48.6 billion, net income attributable to stockholders of $1.3 billion, and EBIT-adjusted of $3.4 billion. GM is also updating its 2025 full-year earnings guidance: Updated 2025 guidance Pr...
GM raises guidance after beating Wall Street expectations, lowering tariff costs
CNBC Television
CNBC Television
CNBC's Phil LeBeau joins 'Squawk Box' to break down the company's quarterly earnings results.
AWS recovers, Apple rallies, General Motors beats and more in Morning Squawk
CNBC
CNBC
Amazon Web Services, a key provider of cloud infrastructure, had a daylong outage. Apple shares rallied to all-time highs after a report showed iPhone 17 sales were off to a good start.
GM CFO Paul Jacobson on Q3 results, impact of tariffs and EV profitability outlo...
CNBC Television
CNBC Television
CNBC's Phil LeBeau and General Motors CFO Paul Jacobson join 'Squawk Box' to discuss the company's quarterly earnings results, impact of tariffs, state of the company's EV business, production outlook, and more.
General Motors (GM) Q3 Earnings and Revenues Top Estimates
Zacks Investment Research
Zacks Investment Research
General Motors (GM) came out with quarterly earnings of $2.8 per share, beating the Zacks Consensus Estimate of $2.28 per share. This compares to earnings of $2.96 per share a year ago.
S&P500: GM and Coca-Cola Beat Forecasts as Traders Await Netflix Earnings Today
Strong earnings from GM and Coca-Cola lift the S&P500, but traders stay cautious ahead of key Netflix results and upcoming U.S. inflation data this week.
GM's stock is soaring as these factors drive a better profit forecast
Market Watch
Market Watch
GM doesn't anticipate tariff costs to be as steep as it previously expected. The automaker is also benefiting from higher prices, and says its move to trim EV production will pay off next year.
GM Shares Surge on Raised Guidance
WSJ
WSJ
The automaker's shares jumped 12% premarket after strong sales boosted third-quarter results and CEO Barra predicted smaller EV losses.
General Motors lifts financial forecast as Trump tariff outlook improves
The Guardian
The Guardian
Detroit automaker expects 2025 adjusted core profit to be between $12bn and $13bn as it faces weakening EV market
Why GM Stock Is Soaring After Reporting Third-Quarter Earnings Despite EV Woes
Investors Business Daily
Investors Business Daily
General Motors easily beat Q3 views and guided higher. Tesla, Ford are on tap this week.
GM expects next year's results to top 2025 earnings
CNBC
CNBC
General Motors CFO Paul Jacobson on Tuesday said the company expects earnings next year to top 2025 results. The early guidance came after the automaker reported third-quarter earnings that included raising 2025 targets and topping Wall Street's expectations.
GM stock surges over 9% as automaker lifts profit forecast on lower tariff impac...
Invezz
Invezz
General Motors shares jumped more than 9% on Tuesday after the automaker raised its annual core profit forecast, citing a lower-than-expected impact from tariffs and resilient demand for trucks and SUVs.
GM Raises Outlook on Boost From Truck Sales, Tariff Relief
Bloomberg Markets and Finance
Bloomberg Markets and Finance
General Motors Co. raised its full-year outlook and reported third-quarter results that beat Wall Street estimates. The automaker saw better-than-expected pickup truck sales and fresh relief from the Trump administration's tariffs on auto parts.
GM CFO Paul Jacobson on the outlook for its EV business
CNBC Television
CNBC Television
Despite a Q3 earnings beat, GM CFO Paul Jacobson said on Tuesday only about 40% of the company's EVs were profitable on a production, or contribution-margin basis. Speaking with CNBC's Phil LeBeau, Jacobson signaled that the company expects profitability for EVs to take longer than previously expect...
GM Stock Races to Four-Year High After Beat-and-Raise
Schaeffers Research
Schaeffers Research
General Motors Co (NYSE:GM) stock is one of the best names on the New York Stock Exchange (NYSE) today, last seen up 12.1% to trade at $65.
General Motors Q3 Earnings Beat Expectations, Decline Y/Y
Zacks Investment Research
Zacks Investment Research
GM tops third-quarter profit and revenue forecasts with strength across North America, International and Financial units despite year-over-year declines.
GM stock climbs on Q3 financial results, outlook
Proactive Investors
Proactive Investors
General Motors Company (NYSE:GM) shares powered 14% higher in early trading on Tuesday after the automaker saw its third quarter 2025 revenue and earnings top Wall Street forecasts, while the company also raised its guidance for the year. GM posted adjusted earnings per share (EPS) for the quarter...
General Motors (GM) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
Zacks Investment Research
Zacks Investment Research
Although the revenue and EPS for General Motors (GM) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
General Motors: Blowout Q3 And 2026 Outlook Signal Strength, Raising My Price Ta...
Seeking Alpha
Seeking Alpha
General Motors Company delivered a strong Q3 with EPS and revenue beats, raising guidance and driving shares up 35% since June. GM now targets adjusted EBIT of $12-$13 billion and EPS of $9.75-$10.50, with robust free cash flow and manageable tariff headwinds. I reiterate a Buy rating and raise my p...
GM CFO Paul Jacobson on the impact of tariffs
CNBC Television
CNBC Television
Along with its third quarter earnings beat, GM reduced the expected impact of tariffs this year to between $3.5 billion and $4.5 billion, down from $4 billion to $5 billion. GM CFO Paul Jacobson told CNBC that while the impact will be smaller than previously forecast, GM is still "going to figure ou...
Cornucopia of Q3 Earnings: GE, GM & More
Zacks Investment Research
Zacks Investment Research
Major market indexes rebounded into the green over the past month in what has so far been a fairly turbulent October, and are back to all-time highs.
GM Hits Gas on Earnings & Outlook, Accelerates to 3-Year High
General Motors (GM) handily beat earnings and raised outlook expectations that showed less impact from tariffs to the legacy automaker. However, as Marley Kayden points out, the company's EV business faces road bumps ahead.
General Motors stock surges on upbeat guidance
CNBC Television
CNBC Television
CNBC's Phil LeBeau joins 'Money Movers' with the latest earnings news from General Motors.
GM Is Dealing With Tariffs and an Evolving EV Business. Its Stock Is Jumping.
Investopedia
Investopedia
General Motors shares are racing higher. Progress dealing with tariffs is helping.
General Motors Company (GM) Q3 2025 Earnings Call Transcript
Seeking Alpha
Seeking Alpha
General Motors Company (NYSE:GM ) Q3 2025 Earnings Call October 21, 2025 8:30 AM EDT Company Participants Ashish Kohli - Vice President of Investor Relations Mary Barra - Chairman & CEO Paul Jacobson - Executive VP & CFO Susan Sheffield - President & Chief Executive Officer of GM Financial Conferenc...
G.M. Raises Profit Forecast on Strong Demand and Lower Tariff Costs
NYTimes
NYTimes
The automaker's shares jumped as investors focused on an upgraded forecast for some financial measures, as well as a lower-than-expected bill for tariffs this year.
GM Rally Shows U.S. Consumer Not Slowing, Drives Past Tariff Woes
General Motors (GM) drove a strong earnings rally on Tuesday's trading session, something Ivan Feinseth attributes to a positive outlook for the U.S. consumer. It's not just the automobiles boosting his bullishness.
General Motors price target lifted on strong profit outlook, tariff resilience
Proactive Investors
Proactive Investors
Wedbush analysts have boosted their price target on General Motors Company (NYSE:GM) on renewed confidence in the automaker's ability to sustain profitability amid a volatile tariff landscape. They upped their price target to $75 from $65.
General Motors shares surge 8% as tariff outlook improves
Fast Company
Fast Company
General Motors lifted its financial outlook for the year and slightly lowered its expected hit from tariffs, as the automaker awaits expected relief on tariffs in the U.S. while confronting a weakening market for electric vehicles.
GM stock surges on earnings, CFO discusses tariff concerns and EV demand
Yahoo Finance
Yahoo Finance
General Motors stock surged after reporting mixed third quarter earnings but improved its full-year profit outlook, as the company mitigated President Trump's auto tariffs. Senior reporter Allie Canal breaks down the third quarter earnings print.
S&P 500 Gains & Losses Today: GM Stock Speeds Higher; Newmont Sinks as Gold Retr...
Investopedia
Investopedia
Shares of a big U.S. automaker zipped higher Tuesday following better-than-expected earnings, while a top miner's stock fell with a slip in gold prices.
'Fast Money' traders talk General Motors as automaker beats Q3 earnings
CNBC Television
CNBC Television
CNBC's 'Fast Money' team discusses General Motors as the automaker beats earnings expectations on the top and bottom lines.
Why General Motors Stock Skyrocketed Today
The Motley Fool
The Motley Fool
GM stock scored big gains today thanks to strong Q3 results. The automaker's sales and earnings performance in Q3 came in well ahead of the market's expectations.
1 No-Brainer Electric-Vehicle (EV) Stock to Buy Right Now (Hint: It's Not Tesla)
The Motley Fool
The Motley Fool
General Motors has emerged as the clear No. 2 in the U.S. electric-vehicle market.
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