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Reporting soon: earnings call Tuesday, Oct 20
A pre-earnings brief is ready for GM: the setup, what peers and partners said this season, and which analysts to watch.Reading it is a Tellvest Pro feature.
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Dan Levy | Barclays | 14 questions · 14% challenging |
| Emmanuel Rosner | Wolfe Research | 14 questions · 14% challenging |
| Joe Spak | UBS | 14 questions · 7% challenging |
| Itay Michaeli | TD Cowen | 12 questions · 0% challenging |
| Mike Ward | Citigroup | 12 questions · 0% challenging |
| Mark Delaney | Goldman Sachs | 10 questions · 0% challenging |
| Ryan Brinkman | JPMorgan | 9 questions · 0% challenging |
| Adam Jonas | Morgan Stanley | 8 questions · 13% challenging |
| Chris McNally | Evercore ISI | 6 questions · 17% challenging |
| Andrew Percoco | Morgan Stanley | 6 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Morgan Stanley | 2 analysts | 14 questions · 7% challenging |
| Barclays | 1 analyst | 14 questions · 14% challenging |
| Wolfe Research | 1 analyst | 14 questions · 14% challenging |
| UBS | 1 analyst | 14 questions · 7% challenging |
| Citigroup | 1 analyst | 12 questions · 0% challenging |
| TD Cowen | 1 analyst | 12 questions · 0% challenging |
| JPMorgan | 2 analysts | 11 questions · 0% challenging |
| Goldman Sachs | 1 analyst | 10 questions · 0% challenging |
No 8-K events recorded for this window.
Revenue grew 2.3% with adjusted EPS of $2.78, but management slashed FY2025 EPS guidance from $11-$12 to $8.25-$10, a 20.7% midpoint reduction driven by $4-$5 billion in tariff exposure. U.S. market share grew despite the headwinds, and pricing strength exceeded initial assumptions. The dramatic guidance cut dominated the quarter narrative, overshadowing otherwise solid underlying operational performance.
Trade Tariffs | Innovation & R&D | Cost Pressure | Margin | Competitive Dynamics | Demand | Pricing | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 3 | 2 | 5 | 1 | 2 | 3 | 3 |
| 2025Q1 | 10 | 3 | 2 | 1 | 2 | 1 | 1 | 3 |
| 2025Q2 | 4 | 1 | 2 | 2 | 3 | 1 | 1 | 2 |
| 2025Q3 | 5 | 2 | 1 | 3 | 3 | 3 | 3 | 3 |
| 2025Q4 | 1 | 4 | 3 | 4 | 3 | 2 | 3 | 1 |
| 2026Q1 | 1 | 4 | 7 | 1 | 4 | 5 | 3 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Trade Tariffs | 3 | 10 | 4 | 5 | 1 | 1 |
| Innovation & R&D | 3 | 3 | 1 | 2 | 4 | 4 |
| Cost Pressure | 2 | 2 | 2 | 1 | 3 | 7 |
| Margin | 5 | 1 | 2 | 3 | 4 | 1 |
| Competitive Dynamics | 1 | 2 | 3 | 3 | 3 | 4 |
| Demand | 2 | 1 | 1 | 3 | 2 | 5 |
| Pricing | 3 | 1 | 1 | 3 | 3 | 3 |
| Regulation Policy | 3 | 3 | 2 | 3 | 1 | 2 |
Calendar quarter Q1 2025Earnings call May 5, 2025
FY2025 Q1 in brief
Revenue grew 2.3% with adjusted EPS of $2.78, but management slashed FY2025 EPS guidance from $11-$12 to $8.25-$10, a 20.7% midpoint reduction driven by $4-$5 billion in tariff exposure.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for General Motors (GM), FY2025 Q1: 2/10. Scores: General Motors’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: GM daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $47.70B | +11.0% | $-1.53 | -196.2% | 10.2% | 3.2% | -6.2% | $-3.13B |
| FY2025 Q1Selected | $44.02B | +2.3% | $3.35 | +30.9% | 12.1% | 7.6% | 6.3% | $33M |
| FY2025 Q2 | $47.12B | -1.8% | $1.91 | -24.8% | 9.1% | 4.5% | 4.0% | $392M |
| FY2025 Q3 | $48.59B | -0.3% | $1.35 | -49.6% | 6.4% | 2.2% | 2.7% | $4.97B |
| FY2025 Q4 | $45.29B | -5.1% | $-3.60 | -135.3% | -2.5% | -8.1% | -7.3% | $5.68B |
| FY2026 Q1 | $43.62B | -0.9% | $2.84 | -15.2% | 11.5% | 6.7% | 6.0% | $1.44B |
| FY2026 Q2 | $48.03B | +1.9% | $1.39 | -27.2% | 7.6% | 3.0% | 2.7% | $4.41B |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What GM and other companies said about each other on FY2025 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“GM and NVIDIA announced a collaboration on Arm-based DRIVE AGX platforms for next-generation vehicles.”
GM partnered with NVIDIA on Arm-based DRIVE AGX autonomous-vehicle compute platforms, extending Arm's automotive silicon reach into next-generation vehicle programs.
“You've certainly seen that this week with GM and GM's announcement this week in terms of how they're seeing things”
Fortive cited GM's own cautious announcement that week as corroborating evidence that global automakers are pulling back on EV/mobility capex, a headwind for its EA Elektro test-and-measurement business.
GAAP revenue YoY +2.34% → base 5. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
“In 2027, we expect our joint venture with Lithium Americas to open Phase 1 of the Thacker Pass project in Nevada and we are contracted for 100% of that offtake.”
GM's joint venture with Lithium Americas at the Thacker Pass lithium project is set to begin production in 2027, with GM contracted for the full offtake, supporting its US battery supply chain strategy.
“We've announced an agreement to sell our share of the Ultium Cells plant in Lansing to LG Energy Solution, which will result in us recouping our capital investment.”
GM is divesting its stake in the Ultium Cells Lansing battery JV plant to LG Energy Solution, recovering its capital investment as part of restructuring its EV manufacturing footprint.
“This includes exciting collaboration with NVIDIA on next generation vehicles, factories and robots using AI, simulation and accelerated computing.”
GM highlights an AI collaboration with NVIDIA spanning vehicle development, manufacturing, and robotics using simulation and accelerated computing.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GM General Motors | 2 | +2.3% | |
| F Ford Motor Company | 1 | -5.0% | |
| HOG Harley-Davidson, Inc. | 1 | -23.1% | |
| LCID Lucid Group, Inc. | 8 | +36.1% | |
| RIVN Rivian Automotive, Inc. | 5 | +3.0% |