General Motors Company

NYSE•GM

CEO: Ms. Mary T. Barra

板块: Consumer Cyclical

行业: Auto - Manufacturers

上市日期: 2010-11-18

General Motors Company designs, builds, and sells trucks, crossovers, cars, and automobile parts; and provide software-enabled services and subscriptions worldwide. The company operates through GM North America, GM International, Cruise, and GM Financial segments. It markets its vehicles primarily under the Buick, Cadillac, Chevrolet, GMC, Baojun, and Wuling brand names. In addition, the company sells trucks, crossovers, cars, and automobile parts through retail dealers, and distributors and dealers, as well as to fleet customers, including daily rental car companies, commercial fleet customers, leasing companies, and governments. Further, it offers range of after-sale services through dealer network, such as maintenance, light repairs, collision repairs, vehicle accessories, and extended service warranties. Additionally, the company provides automotive financing; and software-enabled services and subscriptions. General Motors Company was founded in 1908 and is headquartered in Detroit, Michigan.

联系方式

300 Renaissance Center, Detroit, MI, 48265-3000, United States

313-667-1500

www.gm.com

市值

$71.67B

市盈率 (TTM)

26.2

13.6

股息率

0.8%

52周最高

$87.62

52周最低

$43.11

52周范围

76%

排名42Top 47.5%

3.9

F-Score

改良版 Piotroski 分析

基于 10 年期基本面

疲弱 • 3.9 / 9 分

评分区间 (0-9)

8-9: 价值优异

6-7: 基本面强劲

4-5: 整体稳健

0-3: 表现疲弱

数据范围: 2016-2025

财务仪表盘

Q4 2025 数据

营业收入

$45.29B-5.07%

近4季度走势

每股收益

-$3.60+132.26%

近4季度走势

自由现金流

$5.68B-281.40%

近4季度走势

2025 Annual 财报亮点

核心亮点

Revenue Down, Profit Hit Total net sales decreased 1.3% to $185.019 B; Net income attributable to stockholders fell sharply to $2.697 B.

EV Realignment Charges Hit Automotive Cost increased significantly due to $7.7 B in charges from EV capacity realignment in the GMNA segment.

GM Financial Revenue Growth GM Financial total revenue increased 7.5% to $17.060 B, driven by higher finance charge and leased vehicle income.

Dividend Policy Strengthened Quarterly common stock dividend increased to $0.18 per share starting with the January 2026 declaration.

关注风险

EV Strategy Execution Risk Reassessment of EV capacity resulted in $7.9 B total charges recorded in GMNA for the year ended December 31, 2025.

Tariff Impact on Profitability Tariffs impacted 2025 EBIT-adjusted by $3.1 B; estimated 2026 impact ranges from $3.0 B to $4.0 B.

China JV Equity Losses Automotive China JVs recorded $0.3 B equity loss in 2025, including $0.6 B in restructuring charges.

Slowing EV Consumer Demand Industry-wide consumer demand for EVs slowed in 2025, forcing strategic realignment of manufacturing footprint.

前瞻展望

2026 Earnings Guidance Issued Expecting 2026 diluted EPS-adjusted between $11.00 and $13.00, with Net Income $10.3 B to $11.7 B.

Focus on GMNA Margin Recovery Top priority is returning GMNA segment to historical 8.0-10.0% EBIT-adjusted margins as quickly as possible.

Cruise Operations Wind Down Cruise robotaxi operations winding down; future operating cash flows expected to be insignificant after 2025.

Battery Investment Commitment Plan to invest $10.0 B to $12.0 B in 2026 for battery cell manufacturing joint ventures in the U.S.

同行对比

营业收入 (TTM)

$187.27B

+1.2%

$185.02B

-1.3%

$182.25B

+13.0%

毛利率 (最新季度)

HLT

76.4%

+2.6pp

AZO

52.5%

-2.0pp

RACE

51.9%

+0.3pp

关键指标

股票代码	市值	市盈率 (TTM)	净资产收益率 (TTM)	负债率
MAR	$95.28B	37.1	-79.9%	62.0%
ORLY	$78.83B	31.3	-239.0%	51.3%
RCL	$77.02B	17.9	45.9%	54.4%

长期趋势

近4季度

营业收入

净利润

经营现金流

4季度营收复合增长率

0.9%

温和增长

4季度净利润复合增长率

N/M

盈利状态转变

现金流稳定性

100%

现金流表现优异

深度研究

下次财报:2026年4月27日

每股收益:-

营业收入:-

财务数据

电话会议

财务报告

新闻

利润表

资产负债表

现金流量表

财务比率

变化率

利润表	过去12个月

无数据