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

General Motors Co. was the latest U.S. company to disclose how the levies are raising costs, with the automaker saying Tuesday that the duties dented profits by more than $1 billion as it chose to abs

Trade deals with South Korea, Mexico and Canada will be important for the automaker’s future, the executive said Tuesday.

General Motors said tariffs slashed its second-quarter income by more than $1 billion, and other companies pointed to import duties to explain smaller profits.

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.

U.S. automakers worry that President Donald Trump’s agreement to tariff Japanese vehicles at 15% would put them at a competitive disadvantage, saying they will face steeper import taxes on steel,

General Motors is the latest U.S. auto giant to say tariffs have taken a chunk from their earnings. The company beat earnings expectations on Tuesday, but reported a decline in second-quarter profits, including a $1.1 billion hit as a result of hefty import taxes.

General Motors said it expects the tariff impact to worsen in the third quarter, with a $4 to $5 billion hit to its bottom line.