Goldman Sachs analyst Mark Delaney expressed views on General Motors’ (NYSE:GM) FY25 guidance cut due to tariff uncertainty.
The automobile giant revised its guidance to include an estimated tariff-related impact of $4.0 billion to $5.0 billion based on the current regulatory and policy environment.
The company lowered its adjusted EPS guidance from $11.00-$12.00 to $8.25-$10.00, compared to the $10.15 estimate.
The analyst noted that key assumptions in the company’s FY25 guidance, excluding tariffs, include North America pricing remaining at current levels (up 0.5-1% year-over-year) and Cruise savings of approximately $0.5 billion.
Also, Delaney noted assumptions of GM Financial adjusted EBT of $2.5 billion and $3.0 billion, positive GM China equity income, and GMI excluding China for 2025, similar to 2024.
The analyst forecasts EBIT of $12.4 billion and EPS of $10.00.
Investors can gain exposure to the stock via First Trust Nasdaq Transportation ETF (NASDAQ:FTXR) and Amplify ETF Trust Amplify AI Powered Equity ETF (NYSE:AIEQ).
Price Action: GM shares were down 0.4% at $45.05 on Thursday.
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