General Motors is set to report earnings before the bell. Here’s what Wall Street expects amid major electric vehicle write-downs

DETROIT — General Motors is scheduled to release its fourth-quarter and full-year financial results Tuesday morning, with Wall Street anticipating a mixed performance characterized by higher profitability on lower revenue.

Analysts surveyed by LSEG expect the automotive giant to post adjusted earnings per share of $2.20 on revenue of $45.8 billion for the quarter. This would represent a 4% year-over-year decline in revenue but a more than 14% increase in adjusted EPS compared to the same period last year.

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The quarterly results will be significantly affected by substantial one-time charges. As previously announced, GM is expected to record $7.1 billion in special charges for Q4 2025, linked to its strategic pullback in electric vehicle investments and ongoing restructuring efforts in China. These charges will impact reported net income but will be excluded from the company's adjusted earnings figures.

Investor focus will extend beyond the historical numbers to the company's forward-looking guidance for the current year. CEO Mary Barra has recently reconfirmed expectations that 2026 will outperform 2025. The company's existing guidance for 2025 projects adjusted earnings before interest and taxes (EBIT) in the range of $12 billion to $13 billion and adjusted automotive free cash flow between $10 billion and $11 billion.

GM's leadership will provide further details and context during an earnings conference call scheduled for 8:30 a.m. EST Tuesday.

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