GM reports strong Q3 earnings
October 24, 2025Newsletter Archives
October 24, 2025Newsletter Archives
General Motors shares hit an all-time high this week, after we posted strong third quarter and lifted our financial forecast for the full year.
“Thanks to the collective efforts of our team, and our compelling vehicle portfolio, GM delivered another very good quarter of earnings and free cash flow,” GM Chair and CEO Mary Barra wrote in a letter to shareholders. “Based on our performance, we are raising our full-year guidance, underscoring our confidence in the company’s trajectory.”
GM's portfolio of brands and vehicles continued to deliver sales and market share growth in the U.S., including record crossover sales, and industry-leading truck sales. Our EV sales more than doubled for the year to date from the same period in 2024. We are on track to lead the full-size pickup market for the sixth year in a row; in full-size SUVs, 2025 will be the 51st straight year of market leadership.
There were other notable landmarks, as services like Super Cruise, OnStar continued to grow. We now have more than 11 million OnStar subscribers, up 34% from a year ago. There are more than 500,000 active subscribers to Super Cruise, up nearly 100% year-over-year.
So, what happens from here? While we didn’t give specific guidance for next year, we did say that we expect 2026 to be even better than 2025.
Speaking of the road ahead, at our GM Forward media event in New York earlier this week, we provided a sneak peek at some technological innovations we’ll roll out in the years ahead, including the debut of eyes-off highway driving, starting with the 2028 Cadillac ESCALADE IQ EV. Also on the way: in-vehicle access to the Google Gemini AI chatbot, a new more efficient computing architecture, and lots more.
In short, our business is healthy. And we can’t wait to show you the road ahead.
-- Eric J. Savitz, Editor-in-Chief, GM News