General Motors is poised to announce its fourth-quarter and year-end earnings results on Tuesday, January 12, 2026. Analysts surveyed by LSEG are projecting adjusted earnings per share of $2.20, alongside an expected revenue of $45.8 billion. This would represent a 4% decrease in revenue compared to the previous year, although adjusted earnings per share would show a significant increase of over 14%.
In the fourth quarter of 2024, GM reported revenues of $47.7 billion but faced a net loss attributable to stockholders of approximately $3 billion, along with adjusted earnings before interest and taxes of $2.5 billion. For the fourth quarter of 2025, the company is anticipated to incur special charges of $7.1 billion due to its reduced focus on electric vehicles and significant restructuring efforts in China. These charges will influence the overall net income but will not affect adjusted results.
Investors are particularly interested in GM’s guidance for the upcoming year. CEO Mary Barra has reaffirmed expectations that 2026 will surpass the performance of 2025. Previous guidance for 2025 indicated adjusted earnings before interest and taxes ranging between $12 billion and $13 billion, with adjusted earnings per share estimates between $9.75 and $10.50. The company also projected automotive free cash flow of $10 billion to $11 billion, up from previous estimates of $7.5 billion to $10 billion. An earnings conference call is scheduled for 8:30 a.m. EST.
Why this story matters: Insights into GM’s financial performance and strategic decisions in the changing automotive landscape are critical for investors and industry analysts.
Key takeaway: GM is expected to report declining revenue while showing improved earnings, alongside significant restructuring costs.
Opposing viewpoint: Some experts argue that the emphasis on electrification and restructuring may hinder short-term profitability despite long-term goals.
