Overview

• INEGI reports 3,021,554 light vehicles built in January–September 2025, a 0.3% decline from a year earlier.
• September output totaled 355,525 units, down 6.1% year over year, even as AMIA notes it was the second-strongest September on record.
• Exports reached 2,567,172 units year to date (-0.9%), with September shipments at 314,656 (-0.3%) and 78.8% headed to the United States.
• The latest month showed double-digit production drops at General Motors (-16.9%), Volkswagen (-17.7%), and Mazda (-11.5%), with GM and VW using temporary stoppages linked to weaker U.S. sales under tariffs.
• Mexico’s internal market sold 117,181 vehicles in September, up 0.3%, while year-to-date sales eased 0.55% to about 1.07 million.