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Automakers Post Mixed 2025 Results: GM Leads U.S., Mexico Edges Up, Argentina Output Falls

Official reports confirm modest Mexico growth, spotlighting measurement gaps from non‑reporting brands.

Overview

  • General Motors led U.S. sales in 2025 with 2,853,299 vehicles (+5.5%), sold 169,887 EVs (+48%) to rank second behind Tesla, and extended its pickup lead to 940,000 units (+7%).
  • Other U.S. results diverged as Toyota and Hyundai grew about 8%, Honda rose 0.5%, and Stellantis declined roughly 3% despite a slight annual gain at Jeep.
  • Mexico’s official light‑vehicle sales reached 1,524,583 in 2025 (+1.3%), with December up 4.9% to 154,395 units, the best annual total since 2017.
  • Nissan topped Mexico’s market with 274,461 vehicles and an 18% share, while General Motors held 13% as brands faced intensifying competition.
  • AMDA estimates that including non‑reporting brands would lift Mexico’s 2025 total to about 1,625,722 units, and Argentina’s ADEFA reported production down 3.1% to 490,876 and exports down 10.8% even as domestic registrations and wholesale deliveries surged.