General Motors reported on Monday that its overall sales in the United States have increased by 6% in 2025, reaching 2.85 million vehicles.
However, fourth quarter figures represented a 7% decline year over year, with 703,001 vehicles registered across its four brands.
According to GM, all its brands — Chevrolet, GMC, Buick and Cadillac — recorded growth in 2025.
Electric Vehicle Sales
General Motors ranked as the second best-selling brand in the US when it comes to EVs, with a 48% increase in registrations to 169,887 units.
Last quarter, however, only 25,219 fully electric vehicles were registered, representing a market share of about 3.5% when considering all powertrains.
Sales of battery electric vehicles (BEVs) declined 43% year over year in the final quarter of 2025.
After a consistent quarter-over-quarter growth since the beginning of the year — with third quarter deliveries doubling those of the first one — GM‘s electric vehicle sales tumbled over 60% sequentially.
The company reached a record 66,501 electric vehicles sold between July and September, as demand surged in anticipation of the federal EV tax credit deadline.
By then, registrations had more than doubled from the year before. However, consumer interest in GM‘s BEVs wavered since then.
“We continue managing our EV business to protect our brands and products,” the company stated, noting that their “EV incentives remain approximately half the industry average.”
Policy Changes
In April, GM was impacted by global tensions over US tariffs on imported vehicles and auto parts, since they rely heavily on Mexico and Canada for production.
Five months later, following “recent US Government policy changes,” the company admitted that it expected “the adoption rate of EVs to slow” and announced that the reassessment of its EV strategy has led to a $1.6 billion loss.
In prior months, GM had already announced several models were being cut from production, with contracts terminated and related layoffs.
Its electric commercial van business BrightDrop joined the list in October.
About 1,700 GM employees have been affected by layoffs that month, including those who worked at its CAMI plant in Canada, producing these vans.
Stock Hits All-Time High
Despite the difficult market conditions, several Wall Street analysts have increased their price targets on General Motors in the past month.
While its stock began 2025 trading at around $50, and fell to a yearly low of $41.28 in early April — with the tariff scenario — it has doubled its value since then.
The company’s shares reached a new all-time high of $83.68 on December 22.
As of press time, GM was trading 2% higher at $82.74 on Monday’s market session.
