Strong Financial Performance: GM reported a record total revenue of $91 billion for the first half of 2025, with North America revenue also setting a record at nearly $77 billion. However, EBIT adjusted for the second quarter was $3 billion, down $1.4 billion year-over-year, primarily due to tariff impacts.

Tariff Impact and Mitigation: The company highlighted a significant net tariff impact of approximately $1.1 billion in Q2, with a projected full-year gross tariff impact of $4 billion to $5 billion. GM is targeting to offset at least 30% of this through strategic actions, and future manufacturing investments are expected to reduce tariff exposure significantly by increasing US production capacity by 300,000 units.

Electric Vehicle (EV) Strategy and Profitability: GM¡¯s strategic approach includes maintaining a diversified EV portfolio with models catered to different price points. Despite challenges around profitability in the EV segment, the company aims to improve cost efficiencies through new battery technologies and vehicle weight reductions. The focus is on driving profitability while offering consumers a robust range of EVs.