General Motors (GM) Q3 FY25 earnings call

General Motors delivered strong Q3 FY25 results, raising full-year guidance due to robust performance in its core ICE business and strategic adjustments to its EV roadmap. The company is recalibrating EV capacity and investments in response to evolving regulatory frameworks and slower near-term EV adoption, while reinforcing its profitable ICE portfolio and expanding software and services. Management expects 2026 to be even better than 2025, driven by cost reductions, EV profitability improvements, and tariff mitigation.