GM Q2: $48B Revenue, 8.6% NA Margin, $5B FCF; $1.5B Onshoring Push
GM sits 63% above its 52-week low of $48.87.
Summary
GM's Q2 results show robust profitability with revenue of ~$48B and adjusted EPS of $3.57, beating estimates. North America margins expanded to 8.6% from 6.1% a year ago, and adjusted automotive free cash flow surged 78% to $5.03B. The company is investing up to $1.5B this year to onshore production and boost software, targeting over 2M U.S. units next year and $3B in subscription revenue. However, management warned of significant headwinds from tariffs and input costs, estimating a $2.5–$3.5B tariff hit and a $1.5–$2.0B earnings drag. This follows the strong Q1 beat and raised guidance, reinforcing GM's operational momentum despite cost pressures. The next-gen Silverado and Sierra launch in December, and the expanded defense partnership with Lockheed Martin adds a new growth avenue.
At the time of this announcement, GM was trading at $79.50 on NYSE in the Manufacturing sector, with a market capitalization of approximately $71.7B. The 52-week trading range was $48.87 to $87.62. This news item was assessed with positive market sentiment and an importance score of 8 out of 10. Source: Wiseek News.