General Motors Q2 2025 Earnings Preview: Earnings set to decline as tariff uncertainty looms

General Motors (NYSE:GM) is scheduled to announce Q2 earnings results on Tuesday, July 22nd, before market open.

Wall Street, on average, expects the automobile company to post a quarterly EPS of $2.46 (-19.6% Y/Y) on revenue of $45.82B (-4.5% Y/Y).

In the first quarter, GM reported an increase in revenue, driven by strong customer demand ahead of anticipated price hikes. The company outperformed Wall Street expectations on both revenue and adjusted earnings per share. These solid results followed a significant jump in U.S. auto sales earlier in the quarter.

However, GM pulled its 2025 financial guidance and has halted its share buyback program due to the uncertainty over tariffs.

“EV sales are growing, with GM now holding 10.4% of the U.S. EV market, and strategic moves in LFP batteries and lithium sourcing strengthen its future,” pointed out a recent Seeking Alpha analysis.

Over the last 2 years, GM has beaten EPS estimates 100% of the time and has beaten revenue estimates 100% of the time.

Over the last 3 months, EPS estimates have seen 2 upward revisions and 15 downward. Revenue estimates have seen 6 upward revisions and 4 downward.

Since the start of the year, GM shares have risen 0.9%, compared to the 7% rise in the broader S&P 500 index (SP500).

Seeking Alpha’s Quant recommended the stock as a Hold, while the Wall Street analysts see the company as a Buy.

GM shares were up 1.6% on Thursday.