General Motors Co. in Detroit today reported third-quarter 2025 revenue of $48.6 billion, net income attributable to stockholders of $1.3 billion, and EBIT-adjusted of $3.4 billion
“GM delivered another very good quarter of earnings and free cash flow,” wrote Mary Barra, CEO of GM in a letter to shareholders. “In the U.S., we achieved our highest third-quarter market share since 2017 with strong margins, and our restructured China business was profitable once again. Based on our performance, we are raising our full-year guidance, underscoring our confidence in the company’s trajectory.”
The revised EBIT-adjusted guidance now is $13 billion, up from $12.5 billion in the previous guidance.
Also, in the letter, Barra thanked President Donald Trump for the updates to tariffs that were made last week. “The MSRP offset program will help make U.S.-produced vehicles more competitive over the next five years, and GM is very well positioned as we invest to increase our already significant domestic sourcing and manufacturing footprint,” Barra wrote.
After last week’s announcement that the automaker was taking a $1.6 billion charge in the third quarter as it adjusts its electric vehicle strategy, Barra wrote, “It’s clear that ICE volumes will remain higher for longer. We lead the industry today, and we are increasingly well positioned to meet strong, sustained demand.”
She referenced the onshoring of production of the Chevrolet Blazer, developing a next-generation Cadillac CT5, and redesigning and extending the Cadillac XT5 as examples of the automaker’s leadership in traditional powerplants.
“We are also investing close to $1 billion to build a new generation of advanced, fuel-efficient V8 engines in New York,” Barra wrote. “Importantly, we are maintaining our capital discipline while adding this production and creating new jobs.”
In Related News: GM Energy, GM’s electric vehicle charging division, has provided an update on its activities over the last 18 months.
According to Wade Sheffer, vice president of GM Energy, the organization has seen:
- 30 percent month-over-month revenue growth since January.
- 5 times increase in sales volume for charging and energy products since January.
- Seven out 10 GM EVs are sold with a GM Energy product, including nearly 100,000 adapters sold to date.
“We’re working with key industry players to expand access to fast and reliable public charging,” Sheffer says. “This includes investing in GM Energy-branded chargers with EVgo, Pilot, and ChargePoint, as well as investing in IONNA — a joint venture founded by GM and other automakers.”
As a result:
- GM EV owners have access to more than 250,000 chargers across North America.
- GM is on track to deploy 35,000 GM Energy-invested public fast charging stalls by 2030.
GM-invested charging sites rank in the top three networks for key customer experience metrics, according to PlugScore.
