Click to enlarge.
General Motors (NYSE: GM) this morning issued its 2025 full year earnings guidance after a delay earlier this week caused by the ongoing chaos of the Trump tariff pandemic. While the goals and rhetoric of the current mis-administration continue to fluctuate wildly behind a non-transparent word barrage of lies, false facts, and ignorant assertions, General Motors remains focused and amazingly consistent in stating its goals and steps taken to achieve them given the growing Trump disease infested swamp in Washington. (read AutoInformed.com on: GM Cancels Q1 Earnings Call as Trump Chaos Prevails)
“We are updating our full-year EBIT-adjusted guidance to a range of $10 billion – $12.5 billion, including a current tariff exposure of $4 billion – $5 billion,” said GM Chair and CEO Mary Barra. “We look forward to maintaining our strong dialogue with the Administration on trade and other policies as they continue to evolve. As you know, there are ongoing discussions with key trade partners that may also have an impact. We will continue to be nimble and disciplined and update you as we know more.”
Barra Key Points summarized
- GM’s business is growing and fundamentally strong as we adapt to the new trade policy environment, further strengthen our supply base, and drive EV profitability.
- In the first quarter, we gained almost two points of U.S. market share year-over-year, our incentives remain far below the industry average, and our inventories remain low.
- We also solidified our position as the #2 EV seller in the U.S., with Chevrolet becoming the fastest-growing EV brand. Our first quarter margin in North America was 8.8%, well within our 8-10% target range, despite the addition of Cruise expenses.
- The team in China also deserves recognition for delivering positive equity income while restructuring the business, launching very competitive new products, and growing sales volume and market share.
- As the global policy environment evolves, we will continue to leverage our most important assets – our winning portfolio of ICE (internal combustion vehicles) and EVs, our network of 50 U.S. manufacturing plants and parts facilities, and a great team that is agile and flexible.
We continue to thoughtfully focus on our growth strategy, including:
- Developing our next-generation software defined vehicle platform, which will be simpler but with even more capability.
- Adding new features and products developed by our software and services team.
- Continuing to grow and enhance the capabilities of Super Cruise, which third parties say is the industry’s best L2 driver assistance technology.
- Developing L3 and even more advanced autonomous technologies.
- Leveraging our position as the largest domestic OEM producer of lithium-ion battery cells.
- Introducing new battery chemistries and form factors that will deliver the EV range and performance our customers have come to expect from GM with even lower pack costs and improved profitability.
- Deploying AI solutions across the business.
“We are making good progress, and we continue to strengthen our position working with companies like LG Energy Solution, Samsung SDI, NVIDIA, Lithium Americas, Hyundai, Honda and more. You will hear more about these value-creating initiatives throughout the year,” said Barra.
About Ken Zino
Ken Zino, editor and publisher of AutoInformed, is a versatile auto industry participant with global experience spanning decades in print and broadcast journalism, as well as social media. He has automobile testing, marketing, public relations and communications experience. He is past president of The International Motor Press Assn, the Detroit Press Club, founding member and first President of the Automotive Press Assn. He is a member of APA, IMPA and the Midwest Automotive Press Assn.
He also brings an historical perspective while citing their contemporary relevance of the work of legendary auto writers such as Ken Purdy, Jim Dunne or Jerry Flint, or writers such as Red Smith, Mark Twain, Thomas Jefferson – all to bring perspective to a chaotic automotive universe.
Above all, decades after he first drove a car, Zino still revels in the sound of the exhaust as the throttle is blipped during a downshift and the driver’s rush that occurs when the entry, apex and exit points of a turn are smoothly and swiftly crossed. It’s the beginning of a perfect lap.
AutoInformed has an editorial philosophy that loves transportation machines of all kinds while promoting critical thinking about the future use of cars and trucks.
Zino builds AutoInformed from his background in automotive journalism starting at Hearst Publishing in New York City on Motor and MotorTech Magazines and car testing where he reviewed hundreds of vehicles in his decade-long stint as the Detroit Bureau Chief of Road & Track magazine. Zino has also worked in Europe, and Asia – now the largest automotive market in the world with China at its center.
GM 2025 Guidance – Trump Tariff Exposure $4-5 Billion!
Click to enlarge.
General Motors (NYSE: GM) this morning issued its 2025 full year earnings guidance after a delay earlier this week caused by the ongoing chaos of the Trump tariff pandemic. While the goals and rhetoric of the current mis-administration continue to fluctuate wildly behind a non-transparent word barrage of lies, false facts, and ignorant assertions, General Motors remains focused and amazingly consistent in stating its goals and steps taken to achieve them given the growing Trump disease infested swamp in Washington. (read AutoInformed.com on: GM Cancels Q1 Earnings Call as Trump Chaos Prevails)
“We are updating our full-year EBIT-adjusted guidance to a range of $10 billion – $12.5 billion, including a current tariff exposure of $4 billion – $5 billion,” said GM Chair and CEO Mary Barra. “We look forward to maintaining our strong dialogue with the Administration on trade and other policies as they continue to evolve. As you know, there are ongoing discussions with key trade partners that may also have an impact. We will continue to be nimble and disciplined and update you as we know more.”
Barra Key Points summarized
We continue to thoughtfully focus on our growth strategy, including:
“We are making good progress, and we continue to strengthen our position working with companies like LG Energy Solution, Samsung SDI, NVIDIA, Lithium Americas, Hyundai, Honda and more. You will hear more about these value-creating initiatives throughout the year,” said Barra.
About Ken Zino
Ken Zino, editor and publisher of AutoInformed, is a versatile auto industry participant with global experience spanning decades in print and broadcast journalism, as well as social media. He has automobile testing, marketing, public relations and communications experience. He is past president of The International Motor Press Assn, the Detroit Press Club, founding member and first President of the Automotive Press Assn. He is a member of APA, IMPA and the Midwest Automotive Press Assn. He also brings an historical perspective while citing their contemporary relevance of the work of legendary auto writers such as Ken Purdy, Jim Dunne or Jerry Flint, or writers such as Red Smith, Mark Twain, Thomas Jefferson – all to bring perspective to a chaotic automotive universe. Above all, decades after he first drove a car, Zino still revels in the sound of the exhaust as the throttle is blipped during a downshift and the driver’s rush that occurs when the entry, apex and exit points of a turn are smoothly and swiftly crossed. It’s the beginning of a perfect lap. AutoInformed has an editorial philosophy that loves transportation machines of all kinds while promoting critical thinking about the future use of cars and trucks. Zino builds AutoInformed from his background in automotive journalism starting at Hearst Publishing in New York City on Motor and MotorTech Magazines and car testing where he reviewed hundreds of vehicles in his decade-long stint as the Detroit Bureau Chief of Road & Track magazine. Zino has also worked in Europe, and Asia – now the largest automotive market in the world with China at its center.