General Motors (NYSE: GM) shares jumped more than 11% in premarket trading on Tuesday after the Detroit automaker posted better-than-expected quarterly earnings and raised its full-year profit outlook, signaling resilience amid tariffs and an uneven electric vehicle market.
GM reported 2025 third-quarter adjusted earnings of $2.80 per share, topping Wall Street estimates of around $2.30. Revenue came in at $48.6 billion, ahead of expectations of $45 billion and roughly flat from a year ago.
CEO Mary Barra said in a statement that the company “delivered another very good quarter of earnings and free cash flow,” and hailed the GM team for “performing well in a dynamic environment.”
The company took a $1.6 billion charge related to its electric vehicle restructuring — reflecting scaled-back production plans as consumer demand stabilizes following the expiration of federal tax credits.
GM Raises Full-Year Outlook
The automaker now expects adjusted EBIT of $12 billion to $13 billion for the full year, up from a prior forecast of $10 billion to $12.5 billion. GM also trimmed its expected tariff impact to $3.5 billion to $4.5 billion, down from as much as $5 billion earlier in the year.
Barra said electric vehicles “remain our North Star” even as near-term adoption slows and the company reassesses its EV capacity and footprint. She added, “It’s clear that ICE volumes will remain higher for longer.”
GM is also looking to software and connected services to boost margins. Barra said deferred revenue from OnStar, Super Cruise, and other offerings grew 14% from the previous quarter to nearly $5 billion, supported by 11 million OnStar subscribers, including more than 500,000 using Super Cruise.
She added that GM expects “robust, double-digit revenue growth from OnStar and Super Cruise through the end of the decade, with gross margins of approximately 70%.”
GM Stock (NYSE: GM) Continues Rebound
GM’s stock climbed nearly 12% in premarket trading following the report, putting shares on pace for one of their best sessions of 2025. The rally extends a rebound that has seen GM outperform peers Ford (NYSE: F) and Stellantis (NYSE: STLA) in recent months.
The stock is now up over 30% in the past six months and nearly 13% year-to-date, climbing back toward its 52-week high of $62.14 after taking a beating earlier this year from tariff-related headwinds.
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