General Motors (GM) Q4 2025 (USD): adj. EPS 2.51 (exp. 2.25), Revenue 45.3bln (exp. 46.21bln); to buy back USD 6bln of shares

• Expects US new vehicles market will continue to be resilient

• Sees FY adj EBIT of USD 12.7bln (exp. 12.7bln)
• FY26 EPS view 11.00-13.00 (exp. 11.94)
• FY26 Rev. view (exp. 187.07bln)

General Motors reported fourth-quarter adjusted EPS of 2.51, beating expectations, while revenue slightly missed. The company also announced a $6 billion share buyback, signaling confidence in its future, bolstered by positive outlook on the US new vehicles market. This could bolster GM's stock while providing some upward pressure on automotive sector sentiment.