Overview

• General Motors more than doubled its U.S. EV deliveries to 46,280 units in the second quarter of 2025, marking a 111% year-on-year gain propelled by newly launched models.
• The Chevrolet Equinox EV sold 17,420 units in Q2 and surpassed 27,000 in the first half, overtaking the Mustang Mach-E as the top non-Tesla EV in the U.S.
• GM moved 4,508 electric Hummer trucks and SUVs in Q2, nearly matching Ford’s F-150 Lightning deliveries of 5,842 despite a price gap of tens of thousands of dollars.
• Tesla’s U.S. EV sales fell 20% in Q2, driving an estimated 6% overall market decline, according to Cox Automotive data.
• Ford’s Mustang Mach-E sales dropped 20% to 10,178 units and F-150 Lightning deliveries declined 26% to 5,842 in Q2.