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Auto Sales · Electric Vehicles · General Motors · Q4 Performance
General Motors Company reported a 7% year-over-year decline in U.S. vehicle sales for Q4 2025, delivering 703,001 units, primarily driven by a sharp 43% drop in electric vehicle sales, although the company maintained its position as the U.S. auto market leader for the full year 2025 with a 6% increase in total sales.
EV sales weakness was pronounced, with Blazer EV, Equinox EV, and HUMMER EV sales falling 77%, 71.7%, and 49.8% respectively. Core brands like Buick, Cadillac, Chevrolet, and GMC also experienced declines.
Despite this, GM Envolve achieved its strongest Q4 fleet sales since 2018. For the full year 2025, General Motors led the U.S. auto market with a 6% sales increase, retaining its leadership in full-size pickups and SUVs, and ranking as the second-largest EV seller.
Competitors showed mixed results: Tesla's Q4 sales fell 16% year-over-year, while Ford's Q4 sales increased 2.7%, though its electrified vehicle sales declined 9.5%. GM's shares have outperformed the industry, and the company appears undervalued based on its price/sales ratio.
