Wall Street expects solid Q1 results for GM, as Ford and Stellantis try to gain traction

Traders work on the floor at the New York Stock Exchange in New York City, March 27, 2025. Brendan McDermid | Reuters DETROIT — As America's largest automakers prepare to report first-quarter earnings results this week amid rising oil and commodity costs due to the Iran war , they find themselves traversing different terrains. General Motors is on the smoothest track, and Wall Street analysts are expecting it to continue on its current path. Ford Motor is on a bumpy road as it detours from CEO Jim Farley's turnaround plan. And Stellantis is off-roading, going through some tough terrain, but it has its Jeep and Hemi V8-powered Ram brands to keep it moving. Their individual circumstances are being exacerbated by current market conditions, as the auto industry faces massive losses from all-electric vehicles, slowing consumer demand for new vehicles, and rising prices from supply chain issues and the Iran war. Wall Street's first-quarter expectations are a testament to their current terrains: GM is anticipated to outperform its crosstown rivals with adjusted earnings per share, or EPS, of $2.61 during the first three months of the year, followed by 19 cents for Ford, according to average estimates compiled by LSEG. Estimates from LSEG for Stellantis did not meet CNBC standards for comparison for the quarter, but the average forecast for the year is 73 euro cents (85 U.S. cents). …