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S&P 5006,412.08+0.62%
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← CII Learn · Corporate Strategy

Automotive Portfolio Strategy

GM’s 2024 Profit, EV & Capital Tradeoffs

Analyze GM’s automotive, financing and technology portfolio using 2024 reported results, non-GAAP reconciliations and disciplined capital-allocation scenarios. Fiscal year ended December 31, 2024; USD millions unless stated. GM’s 2024 Form 10-K and results release were cross-checked. EBIT-adjusted and adjusted automotive free cash flow are company-defined non-GAAP measures. EV and Cruise exercises do not invent disclosed project returns.

What you will learn

  • Map automotive and financing revenue boundaries.
  • Reconcile GAAP net income and EBIT-adjusted.
  • Interpret regional and portfolio drivers without confusing volume with profit.
  • Separate variable profitability from full profitability.
  • Build a staged capital-allocation recommendation.

Syllabus

  1. 1Map the portfolio11 min
  2. 2Read growth and profit11 min
  3. 3Separate region from mix11 min
  4. 4Interpret EV variable profit11 min
  5. 5Read impairment and strategic exit signals11 min
  6. 6Build a capital-allocation memo11 min
  7. CBusiness case: Business case0 min