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![equilyse1 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1829453676387106817.png) Equilyse [@equilyse1](/creator/twitter/equilyse1) on x XXX followers
Created: 2025-07-23 11:42:23 UTC

$GM: $GM Q2 earnings call: Strong revenue of $91B, but $1.1B hit from tariffs. Despite EV industry slowdown, $GM is committed to profitable EV production via advanced batteries & cost cuts. ICE business remains strong, outpacing market share. Full-year EBIT adjusted expected $10B-$12.5B.

Tariffs are a major headwind—projected $4B-$5B impact this year. $GM aims to offset XX% via manufacturing shifts to the US & cost initiatives. Also, investing in US plants to add 300K units of high-margin vehicles.

Warranty expenses spiked due to L87 engine & early EV software issues. $GM is addressing this by improving supplier quality & using over-the-air updates. Software-related warranty costs are already down XX% YOY.

![](https://pbs.twimg.com/media/Gwiinp5XcAARpyD.png)

XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947985642782167134/c:line.svg)

**Related Topics**
[$5b](/topic/$5b)
[$4b](/topic/$4b)
[$125b](/topic/$125b)
[$10b](/topic/$10b)
[tariffs](/topic/tariffs)
[$11b](/topic/$11b)
[$91b](/topic/$91b)
[quarterly earnings](/topic/quarterly-earnings)

[Post Link](https://x.com/equilyse1/status/1947985642782167134)