General Motors (GM) and Ford have seen significant stock momentum, with GM shares rising 65% over the past year to over $80, and Ford shares up 40% nearing $14. In 2025, GM sold a record 169,887 electric vehicles (EVs), a 48% increase from the previous year, while Ford sold 84,113 EVs, a 14% decrease. Despite a decline in overall EV sales in Q4 due to the expiration of federal tax credits, both companies reported overall vehicle sales increases, with GM up 5.5% to 2.8 million and Ford up 6% to 2.2 million.
Looking ahead, GM’s earnings per share (EPS) for fiscal year 2025 is projected to dip 2% to $10.33, but is expected to rebound to $11.81 in 2026. In contrast, Ford’s EPS is expected to fall from $1.84 in 2024 to $1.08 in 2025, primarily due to tariff impacts. Ford’s sales forecast also anticipates a slight decline to $168.27 billion in 2026. Both companies are navigating a challenging EV transition environment with GM showing a return on invested capital (ROIC) of 4.6% compared to Ford’s 2.7%.
GM’s strong financial performance has earned it a Zacks Rank #1 (Strong Buy), while Ford holds a Zacks Rank #3 (Hold). Investors are closely monitoring the evolving landscape as both companies continue to strategize amidst budget constraints and competitive pressures in the automotive industry.
