GM leads U.S. industry, 2025 sales up 6%
General Motors led the U.S. auto industry in sales in 2025, reporting a 6% increase for the full year, with growth across multiple areas of GM’s portfolio.
GM is America’s full-size pickup leader for the 6th straight year, with the Chevrolet Silverado and GMC Sierra recording their best combined sales in 20 years. GM led the full-size SUV market for the 51st consecutive year. GM was the industry’s #2 EV seller in 2025.
All four GM brands grew in 2025. GMC set a new sales record for the second consecutive year. Cadillac sales were the best in a decade. Chevrolet’s lineup of SUVs had their best sales ever. And Buick was one of the industry’s fastest-growing mainstream brands.
Sales in the fourth quarter declined 7% compared to the same period in 2024.
Other U.S. sales highlights include:
- In 2025, GM sold nearly 700,000 Chevrolet and Buick models with starting prices below $30,000.
- GM grew sales with incentives lower than the industry average.
- GM Envolve sales to fleet & commercial customers grew 8% in 2025.
“Demand for our brands and products is strong at every price point, and we are well‑positioned to build on this momentum in the year ahead,” said Duncan Aldred, GM senior VP and president of North America.
GM Q4 and FY 2025 letter to shareholders
To our Shareholders:
I am incredibly proud of our global team, including our dealers and suppliers, for delivering an exceptional 2025 while adapting to significant changes in tax and trade policy.
- GM delivered full-year EBIT-adjusted at the high end of our guidance range, and we are pleased that we delivered a total return of 54% for our investors.
- In the United States, we achieved our highest market share since 2015 with low inventory, low incentives, and strong pricing. It was our fourth consecutive year of market share growth.
- OnStar had a record 12 million global subscribers, including Super Cruise, which grew nearly 80% year over year to more than 620,000 subscribers. OnStar fleet subscriptions reached 2 million, twice as many as our closest OEM competitor.
- The Chevrolet Trax, our full-size SUV family, the Chevrolet Corvette and both Cadillac Blackwing sedans were named to Car and Driver’s 10Best list. In addition, the Cadillac Escalade IQ won MotorTrend’s prestigious SUV and Technology of the Year awards.
We expect the U.S. new vehicle market will continue to be resilient, and with our compelling vehicles, technology-driven services, and operating discipline, 2026 should be an even better year for GM. We expect our full year EBIT-adjusted margins in North America will be back in the 8-10% margin range.
For several years now, consistently strong cash generation has allowed us to execute all phases of our capital allocation program, from investing in the business and our people, to maintaining a strong balance sheet, and returning capital to shareholders. We believe this is sustainable, so we are increasing our dividend rate by 20% and our Board authorized a new $6 billion share repurchase program.
Looking ahead, we are operating in a U.S. regulatory and policy environment that is increasingly aligned with customer demand. As a result, we continue to onshore more production to meet strong customer demand for our vehicles. Over the next few years, our annual production in the U.S. is expected to rise to an industry-leading 2 million units.
We continue to believe in EVs, and our portfolio brought almost 100,000 new customers to GM in 2025. We know these drivers do not often go back to gas, so we will continue executing our plan to reduce EV-related costs and we remain confident in our path to EV profitability.
This multi‑year foundation of product excellence, operating discipline, and resilience sets GM apart, and I believe it will continue to fuel our strong momentum.
Thank you for being a GM shareholder.
Mary Barra
Mary Barra is chair and CEO of General Motors.