Earnings Reports - Boeing (BA) reported a Q4 loss of -$1.91 per share after excluding a one-time sale of Digital Aviation Solutions for $10.55 billion, with revenues up +57% year over year to $23.95 billion [1] - UnitedHealth (UNH) beat earnings estimates by 2 cents at $2.11 per share, but revenues fell slightly by -0.04% to $113.22 billion, leading to a pre-market share drop of -15% [2] - General Motors (GM) exceeded earnings expectations with $2.51 per share, a +14% beat, and reported quarterly revenues of $45.29 billion, down -1.83%, while announcing a +20% increase in dividends [3] - United Parcel Service (UPS) posted earnings of $2.38 per share on revenues of $24.48 billion, beating estimates by +7.2% and +1.95% respectively, although shares were trading modestly down after initial gains [4] Market Expectations - January Consumer Confidence is anticipated to be reported at 90, slightly above the previous month's 89.1, but still below the 100 points average seen over the past four years, reflecting consumer strain from a delicate labor market and policy shifts [5] Upcoming Earnings - Texas Instruments (TXN) is expected to report Q4 earnings with flat year-over-year growth but a +10.7% increase in revenues, continuing a streak of eight consecutive quarterly earnings beats, with the stock up +13% since the start of the year [6]

Core Insights - General Motors (GM) aims to increase its domestic production to an industry-leading 2 million units annually, driven by the need to mitigate tariff costs which amounted to $3.1 billion in 2025 [1][2] Production Plans - GM plans to ramp up production by adding gas-powered crossovers from Mexico to plants in Kansas and Tennessee, as well as full-size SUVs and pickup trucks to an idled plant in Michigan, potentially reaching its production goal by 2027 [3] - The company expects to outproduce Ford Motor, which assembled 2.1 million vehicles in the U.S. in 2024, thereby reclaiming its title as the top assembler of vehicles in the U.S. [2][4] Tariff Costs - GM's expected tariff costs for 2026 are projected to be between $3 billion and $4 billion, aligning with the $3.1 billion incurred in 2025, which was lower than previous estimates of $3.5 billion to $4.5 billion [2][6] - The company has managed to reduce its net tariff exposure through self-help initiatives and supportive policy actions, although costs could rise depending on duties on vehicles imported from South Korea [7]

Core Insights - General Motors (GM) reported fourth-quarter 2025 adjusted earnings of $2.51 per share, exceeding the Zacks Consensus Estimate of $2.20 and up from $1.92 in the previous year [1][9] - Total revenues for the quarter were $45.29 billion, slightly missing the Zacks Consensus Estimate of $45.4 billion and down from $47.71 billion year-over-year [1] Segment Performance - GM North America (GMNA) generated net revenues of $36.89 billion, down from $39.5 billion in the same quarter of 2024, but above the projected $36.85 billion [3] - GM International (GMI) reported net revenues of $4.03 billion, an increase from $3.99 billion year-over-year, surpassing expectations of $3.84 billion [4] - GM Financial's net revenues rose to $4.3 billion from $4.11 billion in the previous year, exceeding the forecast of $4.12 billion [5] Financial Position - As of December 31, 2025, GM had cash and cash equivalents of $20.94 billion and long-term automotive debt of $15.52 billion [6] - The company generated net automotive cash from operating activities of $5.61 billion and recorded an adjusted automotive free cash flow of $2.76 billion, up from $1.82 billion year-over-year [6] FY26 Guidance - For fiscal year 2026, GM expects net income attributable to stockholders to be between $10.3 billion and $11.7 billion, compared to $2.7 billion in 2025 [7] - Adjusted EBIT is projected to be in the range of $13 billion to $15 billion, up from $12.7 billion in 2025 [7] - Automotive operating cash flow is anticipated to be between $19 billion and $23 billion, while adjusted automotive free cash flow is expected to be between $9 billion and $11 billion [7]

Core Insights - General Motors (GM) reported a revenue of $45.29 billion for the quarter ended December 2025, reflecting a decrease of 5.1% year-over-year and a surprise of -1.83% compared to the Zacks Consensus Estimate of $46.13 billion. The earnings per share (EPS) was $2.51, up from $1.92 in the same quarter last year, resulting in an EPS surprise of +14.24% against the consensus estimate of $2.20 [1][2]. Financial Performance - Total wholesale vehicle sales for GM amounted to 937 thousand, which was below the three-analyst average estimate of 962.44 thousand [4]. - Total net sales and revenue for GM Financial reached $4.3 billion, exceeding the average estimate of $4.19 billion by five analysts, marking a year-over-year increase of +4.6% [4]. - Total net sales and revenue for Total Automotive was reported at $40.99 billion, slightly below the average estimate of $41.19 billion, indicating a year-over-year decline of -6% [4]. - Total net sales and revenue for Total Automotive - GMNA was $36.89 billion, compared to the average estimate of $36.76 billion, reflecting a year-over-year decrease of -6.7% [4]. - The operating segment for GMNA reported $2.24 billion, surpassing the average estimate of $2.11 billion by four analysts [4]. Stock Performance - Over the past month, GM shares have returned -4.2%, contrasting with the Zacks S&P 500 composite's increase of +0.4%. The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance in the near term [3].

General Motors (GM) continued its strong run of quarterly performances with fourth quarter earnings that topped estimates, as it upped its dividend and instituted a new $6 billion stock buyback plan. For the quarter, GM reported revenue of $45.29 billion compared with the $45.37 billion estimated, a drop of 5.1% compared with last year. The automaker posted Q4 adjusted earnings per share (EPS) of $2.51, vs. $2.28 expected, on adjusted earnings before interest and taxes (EBIT) of $2.84 billion vs. $2.77 bi ...

Core Insights - General Motors (GM) reported strong fourth quarter earnings, exceeding estimates, and announced a $6 billion stock buyback plan along with an increase in its dividend [1][2] Financial Performance - GM's Q4 revenue was $45.29 billion, slightly below the estimated $45.37 billion, representing a 5.1% decrease year-over-year [2] - The company posted adjusted earnings per share (EPS) of $2.51, surpassing the expected $2.28, with adjusted earnings before interest and taxes (EBIT) of $2.84 billion, exceeding the $2.77 billion estimate [2] - For 2026, GM projects adjusted EBIT in the range of $13 billion to $15 billion, adjusted automotive free cash flow of $9 billion to $11 billion, and adjusted EPS (diluted) of $11.00 to $13.00 [5] Strategic Initiatives - GM's board increased its quarterly dividend by $0.03 to $0.18 per share due to higher expectations for the year [2] - The company announced a new $6 billion share repurchase authorization to enhance shareholder value [2] Market Position and Outlook - GM's CFO highlighted the company's strong free cash flow yield, indicating that the stock is undervalued [3] - CEO Mary Barra noted that tariff offsets allowed GM to boost profit guidance, with full-year tariff exposure at $3.1 billion, lower than previous projections [4] Challenges and Headwinds - For 2026, GM anticipates additional tariff costs of $3 billion to $4 billion, alongside commodity and foreign exchange headwinds of $1 billion to $1.5 billion [7] - The company expects improvements in electric vehicle unit losses by $1 billion to $1.5 billion, benefiting from regulatory savings of $550 million to $750 million [7]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

展望未来，通用汽车预计，2026年调整后息税前利润为130-150亿美元，区间中值好于分析师普遍预期 的133.9亿美元；预计净利润为103-117亿美元；预计调整后每股收益为11.00-13.00美元，区间中值好于 分析师普遍预期的11.73美元。此外，通用汽车董事会宣布季度股息提高0.03美元至每股0.18美元，并批 准新的60亿美元股票回购计划。 （原标题：美股异动 | 通用汽车(GM.US)涨近6% 2026年盈利指引超预期 豪掷60亿美元加码回购） 智通财经APP获悉，周二，通用汽车(GM.US)涨近6%，报84.15美元。财报显示，通用汽车2025年Q4营 收同比下降5.1%至452.9亿美元，不及分析师普遍预期的458亿美元；归属于股东的净亏损33.1亿美元， 高于上年同期的净亏损29.6亿美元。调整后的息税前利润率为6.3%，高于上年同期的5.3%。调整后的每 股收益为2.51美元，同比增长30.4%，好于分析师普遍预期的2.2美元。 ...

通用汽车(GM.N)CFO：资本支出在硬件和软件之间各占50%。 ...

周二，通用汽车(GM.US)涨近6%，报84.15美元。财报显示，通用汽车2025年Q4营收同比下降5.1%至 452.9亿美元，不及分析师普遍预期的458亿美元；归属于股东的净亏损33.1亿美元，高于上年同期的净 亏损29.6亿美元。调整后的息税前利润率为6.3%，高于上年同期的5.3%。调整后的每股收益为2.51美 元，同比增长30.4%，好于分析师普遍预期的2.2美元。 展望未来，通用汽车预计，2026年调整后息税前利润为130-150亿美元，区间中值好于分析师普遍预期 的133.9亿美元；预计净利润为103-117亿美元；预计调整后每股收益为11.00-13.00美元，区间中值好于 分析师普遍预期的11.73美元。此外，通用汽车董事会宣布季度股息提高0.03美元至每股0.18美元，并批 准新的60亿美元股票回购计划。 ...