General Motors Company

GM Consumer Cyclical Auto Manufacturers

General Motors Company’s revenue for fiscal 2025 (year ended December 2025) was $185.0 billion, down 1.29% from fiscal 2024. In the quarter to June 2026, revenue grew 1.92%, EPS fell 25.8%, free cash flow fell 7.52% and total debt fell 5.92%, each against the same quarter a year earlier. Member of the S&P 500; dividend growth for five consecutive years.

76.31 0.39 +0.51%
Market cap
$64.4B
P/E
36.7×
Fwd P/E
7.0×
Dividend yield
0.90%
F-score
5/9
Altman Z
1.23
Beneish M
−2.35
Dividend safety
66/100

General Motors Company 10-Q filed Oct 20, 2026

Fiscal Q3 2026 · Period ended Sep 30, 2026 · Filed · accepted 5:00 PM ET · Document on sec.gov · Filing index

What changed

Part I, Item 2, Management’s Discussion and Analysis, against the 10-Q filed Jul 21, 2026: 11 added · 8 removed · 47 modified; 16 with only figures updated

  1. Modified

    In 2025, the U.S. and other governments implemented new tariffs relevant to GM and its suppliers, including tariffs on vehicles and parts imported into the U.S. The tariff environment remains highly dynamic, and the specific tariffs applicable to goods imported by GM and its suppliers continue to evolve, including with respect to imports under the U.S.-Mexico-Canada Agreement and other trade agreements. We have acted with urgency and discipline to maintain strong positioning within the industry. On February 20, 2026, the U.S. Supreme Court concluded that the International Emergency Economic Powers Act (IEEPA) did not authorize the imposition of tariffs. Because we believe previously paid amounts regarding tariffs imposed under IEEPA are refundableIn the nine months ended September 30, 2026, we recorded a net $0.5 billion favorable adjustment favorable adjustments of $0.7 billion primarily due to previously charged IEEPA tariffs in the three months ended March 31, 2026that are refundable. Based on the current tariff environment, we estimate that impacts to EBIT-adjusted could range from $2.5 billion to $3.5 billion for the year ending December 31, 2026 and may be subject to change if new tariffs or changes to existing tariffs arise. Refer to Part I, Item 1A. Risk Factors in our 2025 Form 10-K for a full discussion of the risks associated with the global tariff environment.