At the start of Q2 earnings season, investors looked for tariff-related impacts on profits. Major U.S. financial firms reported only limited effects—especially compared to the auto industry. General Motors (No.

General Motors said July 22 that tariffs could eventually cost the company $5 billion before the end of the year.

General Motors (NYSE:GM) reported adjusted EPS of $2.53, topping analysts' $2.45 estimate, but revenue declined 1.8% year?on?year to $47.12 billion. The sales drop in key North American and China markets raised questions about demand resilience.

General Motors affirms FY25 adjusted earnings per share guidance of $8.25-$10.00 versus $9.17 analyst estimate. General Motors is keeping its full‑year 2025 guidance unchanged while planning to offset at least 30% of the $4 billion–$5 billion gross tariff impact.

Despite a decrease in overall sales for the year, EVs are shining bright in the lead-up to September’s consumer credit deadline.

General Motors valuation remains attractive at 5.0X P/E forward earnings, with solid EV momentum and upside if tariffs ease. Learn more on GM stock here.

General Motors braces for higher tariffs and capex, maintains 2025 guidance, and projects $7.5-$10 billion in free cash flow despite volume headwinds.

GM’s stock dropped more than 7% after carmaker reported$1.1 billion in tariff costs in the second quarter, despite mitigation efforts.

General Motors says it lost more than $1 billion in the second quarter because of U.S. tariffs. Stellantis lost more than double that in the first half of the year and blamed a sizeable chunk of that on tariffs, as well.

General Motors’ Q2 profit fell 32% to $3bn due to a $1.1bn tariff hit from Trump’s trade policies, with the carmaker warning of deeper losses in the next quarter.

GM Q2 earnings report shows a $1.1 billion hit from tariffs as the automaker leaned on full-size truck and SUVs to limit exposure to their impact. 2025 GMC Q2 earnings GM CEO Mary Barra’s letter to shareholders highlights their vehicles appeal to consumers,