Legal & General Group Plc: Capital-Efficient Machine
Legal & General Plc operates through Institutional Retirement, Asset Management, and Retail, leveraging actuarial pricing and management fees to drive profitability. The high trailing P/E of 88x is misleading; focus on Core Operating Profit for a clearer picture of "cash-like" earnings. The insurance arms provide capital "float," which LGIM converts into recurring fees, enhancing operating leverage and profitability.
GM appoints insider Duncan Aldred to lead North America business
General Motors on Monday named insider Duncan Aldred the president of its North America business, effective immediately, days after the automotive manufacturer cut its 2025 profit forecast on concerns over U.S. tariffs.
General Motors Company (GM) Q1 2025 Earnings Call Transcript
General Motors Company (NYSE:GM ) Q1 2025 - Earnings Conference Call May 1, 2025 8:30 AM ET Company Participants Ashish Kohli - VP, IR Mary Barra - Chairman & CEO Paul Jacobson - EVP & CFO Conference Call Participants Itay Michaeli - TD Cowen Joe Spak - UBS Emmanuel Rosner - Wolfe Research Dan Levy - Barclays Mike Ward - Citi Research Adam Jonas - Morgan Stanley Daniel Roska - Bernstein John Murphy - Bank of America Operator Good morning, and welcome to the General Motors Company First Quarter 2025 Earnings Conference Call. During the opening remarks, all participants will be in a listen only mode.
Inside GM's decade-long battle to revive Cadillac as the quintessential American luxury car brand
Cadillac wants to regain its prominence as the premier American luxury brand. It's a crucial market for automakers like GM, as luxury vehicles have higher profit margins than their mainstream counterparts and cater to a more affluent customer.
General Motors: Tariff War, Solid EV Growth, 24% Earnings Yield
General Motors reported strong Q1 results, beating both earnings and revenue estimates. Despite revised FY 2025 guidance due to tariff impacts, GM remains highly profitable with significant free cash flow. The EV segment is doing well for General Motors, with EV sales surging 94% Y/Y, driven by the popularity of Chevrolet's Equinox and Blazer EVs.
Dollar General Stock's Hot Start to 2025
Dollar General (DG -0.29%) stock is up 20% to start 2025. The sleepy discount retailer has missed most of the market volatility at the start of 2025 and may actually benefit from more restrictions on competition from ultra-discount online marketplaces from China such as Temu.
General Motors' Earnings Shows A Resilient Company Fighting A Troubling Environment
General Motors reported solid Q1 earnings but adjusted guidance downward due to a $4-$5 billion EBIT impact from tariffs, with the potential to offset 30% of this impact. Automotive revenue grew 1.7% to $39.9 billion, but margins contracted due to increased COGS. GM's flexible manufacturing and "COVID-era playbook" are key to mitigating tariff impacts, but economic uncertainty and weakening consumer sentiment pose significant risks.
GM Trims Outlook, Halts Buyback Amid Tariffs: Sell the Stock Now?
Despite near-term pressure, General Motors still has strong fundamentals in place and is worth holding onto.
General Motors CEO Mary Barra warns Trump's tariffs will cost automaker up to $5B this year
GM's lowered forecast comes after President Trump earlier this week announced efforts to ease the impact of tariffs on US automakers.
GM Cuts Profit Forecast by 20% and Says Auto Tariffs Will Cost It Billions
General Motors now expects to earn a lot less than it did before President Trump imposed 25% tariffs on imported cars and auto parts.
General Motors slashes guidance as it expects up to $5M tariff hit
General Motors Company (NYSE:GM) has downwardly revised its full-year 2025 financial guidance to include exposure to new auto tariffs of $4 billion to $5 billion. The company now expects adjusted earnings before interest and taxes (EBIT) between $10 billion and $12.5 billion.
GM Warns Tariffs Will Cut Full-Year Profit by $4B to $5B
General Motors (GM) slashed its guidance Thursday as the biggest U.S. automaker warned new Trump administration auto tariffs will have a $4 billion to $5 billion impact on full-year profit. However, the the company said it had a plan to offset some of those effects.
