General Motors Company (GM) Earnings Call Analysis

NYSE · Consumer Cyclical · Auto Manufacturers

24/25

Growth 5 Margin 4 Expansion 5 Platform 5 Financial 5

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Earnings Reports

24
GM (GM) Q2 2026: North America Margin Expands 250bps as Onshoring, Digital, and Trucks Drive Multi-Year Upside
July 21, 2026
21
GM (GM) Q1 2026: OnStar Revenue Surges 20% as Digital Subscriptions Scale
April 28, 2026
17
GM (GM) Q4 2025: $7.6B EV Charges Reshape Cost Base, Margin Path Restored
January 28, 2026
18
GM (GM) Q3 2025: Tariff Offsets Cut $500M, Margin Path Hinges on EV Reset and U.S. Production Surge
October 22, 2025
14
GM (GM) Q2 2025: $1.1B Tariff Hit Drives Margin Compression, U.S. Production Pivot Accelerates
July 23, 2025
16
General Motors (GM) Q1 2025: Tariff Impact Drives $4-5B EBIT Headwind Amid Strong U.S. Market Share Gains
May 01, 2025

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