General Motors Company (GM) delivered 703,001 vehicles in the United States during Q4 2025, marking a 7% year-over-year decline. Electric vehicle (EV) sales fell 43% to 25,219 units, attributed to a significant drop in sales for the Blazer EV, Equinox EV, and HUMMER EV by 77%, 71.7%, and 49.8%, respectively. The company also noted year-over-year declines in sales for its core brands, including Buick (10.5%), Cadillac (16.7%), Chevrolet (6.7%), and GMC (3.7%). However, GM led the U.S. auto market overall with a 6% increase in full-year sales, maintaining its status as the top full-size pickup and full-size SUV manufacturer for the sixth and 51st consecutive year, respectively.
In contrast, Tesla, Inc. (TSLA) sold 418,227 vehicles in Q4, a 16% decrease from Q4 2024, totaling roughly 1.64 million vehicles for the full year. Ford Motor Company (F) reported Q4 sales of 545,216 vehicles, a 2.7% increase, with total annual sales rising by 6% to 2,204,124 vehicles, which boosted its market share to 13.2%. Ford’s electrified vehicle sales, however, declined by 9.5% year-over-year.
