Overview
- General Motors led the U.S. market with 2,853,299 vehicles sold in 2025, up 5.5%, despite a 6.9% drop in fourth‑quarter deliveries to 703,001 units.
- GM retained pickup leadership for a sixth year with 940,000 trucks sold, a 7% annual gain that underscored the segment’s profitability.
- GM sold 169,887 EVs in 2025, up 48% and second only to Tesla, while EV demand slumped 43% in Q4 after federal tax credits ended in late September.
- Rivals posted mixed U.S. results: Toyota rose 8% to 2.518 million, Hyundai grew 8% to a record, Honda edged up 0.5%, Nissan gained 0.2%, Stellantis fell about 3% as Jeep ticked higher, and Volkswagen dropped 13%.
- Mexico’s light‑vehicle sales grew 1.3% to 1,524,583 in 2025, with December up 4.9% year over year; Nissan led with 274,461 units and 18% share as GM reached 13% and VW 11.3%, while industry estimates indicate totals would be higher if non‑reporting brands were included.