EN News Brief
Summary
General Motors is scheduled to report its Q4 and full-year 2024 earnings before the market opens on Tuesday. Wall Street anticipates a mixed performance with a revenue dip but higher adjusted EPS. A significant $7.1 billion charge related to EV strategy changes and China restructuring will impact net income but not adjusted figures. Investors are focused on the company’s 2025 guidance.
Key Points
- Earnings Call: Scheduled for 8:30 a.m. EST Tuesday.
- Wall Street Expectations (LSEG): Adjusted EPS of $2.20 on revenue of $45.8 billion for Q4.
- Year-Over-Year Change: Expected 4% revenue decline but over 14% increase in adjusted EPS.
- Major Charge: GM expects a $7.1 billion special charge in Q4 2025 for EV pullback and China restructuring, affecting net income only.
- 2025 Guidance: Previously stated adjusted EBIT of $12B-$13B and adjusted automotive free cash flow of $10B-$11B.
- CEO Outlook: Mary Barra reconfirmed expectations for 2026 to be better than 2025.
中文新闻简报
摘要
通用汽车计划于周二美股开盘前公布2024年第四季度及全年财报。华尔街预期业绩表现不一，营收预计下滑但调整后每股收益将上升。一项与电动汽车战略收缩和中国业务重组相关的71亿美元特别费用将影响净利润，但不影响调整后业绩。投资者的关注点集中在公司对2025年的业绩指引上。
关键点
- 财报电话会: 定于美东时间周二上午8:30举行。
- 华尔街预期 (LSEG): 第四季度调整后每股收益预计为2.20美元，营收预计为458亿美元。
- 同比变化: 预计营收下降4%，但调整后每股收益增长超过14%。
- 重大费用: 通用预计在2025年第四季度记入71亿美元特别费用，用于电动汽车战略收缩和中国业务重组，此项仅影响净利润。
- 2025年指引: 此前公布的指引为调整后息税前利润120-130亿美元，调整后汽车业务自由现金流100-110亿美元。
- CEO展望: 玛丽·博拉重申，预计2026年业绩将优于2025年。
Original Article Link: https://www.cnbc.com/2026/01/27/general-motors-gm-earnings-q4-2025.html