General Motors Company (GM) Q4 FY25 earnings call

General Motors delivered strong financial results in Q4 FY25, achieving the high end of its full-year EBIT adjusted guidance and robust free cash flow, enabling significant shareholder returns. The company strategically adjusted its EV production and capacity in response to market shifts and policy changes, while maintaining U.S. market share leadership and advancing its software and services portfolio. Looking ahead, GM is focused on North America margin recovery to 8-10% in 2026, navigating tariff and investment headwinds through cost mitigation and operational discipline.