European Investor
27 Jan 2026, 15:49
General Motors reported full-year 2025 net income attributable to stockholders of $2.7 billion and EBIT-adjusted results of $12.7 billion, while fourth-quarter net income swung to a $3.3 billion loss due to more than $7.2 billion in special charges. These charges were largely driven by a realignment of electric vehicle capacity and investments, reflecting softer expected EV demand and recent U.S. policy changes, including reduced incentives and relaxed emissions rules.
Alongside results, GM issued 2026 guidance pointing to a sharp earnings rebound, with expected net income of $10.3–$11.7 billion and EBIT-adjusted of $13.0–$15.0 billion. The company also announced enhanced shareholder returns, with its board approving a 20% increase in the quarterly dividend to $0.18 per share and authorizing a new $6.0 billion share repurchase program, underscoring confidence in GM’s cash generation and long-term financial outlook.
Alongside results, GM issued 2026 guidance pointing to a sharp earnings rebound, with expected net income of $10.3–$11.7 billion and EBIT-adjusted of $13.0–$15.0 billion. The company also announced enhanced shareholder returns, with its board approving a 20% increase in the quarterly dividend to $0.18 per share and authorizing a new $6.0 billion share repurchase program, underscoring confidence in GM’s cash generation and long-term financial outlook.
