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Overseas Market Review | U.S. Auto Sales Q3 2025
Source:芝能汽车 | Author:Brand Strategy Department | Published time: 2025-10-31 | 73 Views | Share:

Overseas Market Review | U.S. Auto Sales Q3 2025

Overseas Market Review | U.S. Auto Sales Q3 2025
In Q3 2025, the U.S. auto market grew driven by demand for electric vehicles (EVs), with total sales reaching 4.122 million units, a year-on-year increase of 5.6%. The sales share of EVs rose to 10.6%, hitting a record high.
General Motors (GM), Toyota, Ford, and the Hyundai-Kia Group outperformed the overall market. Stellantis returned to growth trajectory, while BMW Group posted the most significant gain.
In terms of models, the Ford F-Series remained the top-seller. Sales of the Chevrolet Equinox surged by 110.9%, making it the biggest dark horse of the quarter.
The U.S. auto market showed a significant recovery momentum in Q3 2025. Driven by a surge in EV sales and subsidy policies, overall sales rose 5.6% year-on-year to 4.122 million units.
Cumulative sales in the first nine months of this year reached 12.273 million units, up 4.3% year-on-year. EV sales hit 438,000 units, accounting for 10.6% of total sales—up significantly from 8.6% in the same period last year. The upcoming expiration of subsidy policies created a short-term concentrated car-purchasing effect.

Pricing & Market Dynamics

  • The average transaction price (ATP) of new vehicles in the U.S. reached $45,800, up 2.9% year-on-year. By September 2026, vehicle prices are expected to rise by a cumulative 4% to 8%.

  • The market’s Seasonally Adjusted Annual Rate (SAAR) stood at 16.2 million units, slightly lower than that in August but higher than the same period last year.

Automaker Performance

The top four manufacturers all outpaced the market’s average growth rate:

  • GM’s quarterly sales rose 7.9% to 708,000 units, maintaining its top position.

  • Toyota delivered the most outstanding performance, with sales jumping 15.9% to 629,000 units.

  • Ford saw an 8.5% sales increase.

  • The Hyundai-Kia Group achieved a 12% growth.

These brands benefited from strong sales of SUVs and hybrid models, successfully offsetting the downward pressure from declining sales of some traditional fuel vehicles.

  • Stellantis ended its previous consecutive decline, with a 6.4% quarterly growth that exceeded expectations.

  • BMW Group achieved a robust 24.8% growth, reflecting the recovery of the high-end consumer market.

Brand Ranking

  • Toyota remained the top brand with a 16.4% sales increase and 538,000 units sold, outperforming Ford and Chevrolet.

  • Hyundai and Kia grew by 13.3% and 11.1% respectively, continuing their strong performance from the first half of the year.

  • Among U.S. brands, Cadillac (up 25%) and Chrysler (up 44.5%) were the highlights of the quarter, indicating that the internal structural optimization of their parent groups has begun to take effect.

  • Tesla’s quarterly sales fell by 2.2%, still ranking 11th, but its year-to-date decline exceeded 11%—showing the pressure from intensified competition in the EV market.

Model Performance

  • The Ford F-Series remained the best-seller with 207,000 units sold.

  • The Chevrolet Silverado ranked second with 142,000 units.

  • The Toyota RAV4 took third place with 119,000 units.

  • The biggest dark horse was undoubtedly the Chevrolet Equinox, whose sales surged 110.9% year-on-year to rank fourth—becoming the most prominent success story in GM’s electrification strategy.

  • In contrast, the Honda CR-V fell 6.9% to fifth place.

  • Traditional pickup trucks like the GMC Sierra and Dodge Ram maintained stable performance. However, sales of the Tesla Model Y dropped 18.1%, ranking eighth—signaling a reshaping of the competitive landscape in the EV market.

  • In the SUV and crossover segment, the Ford Explorer (up 33.3%) and Toyota Tacoma (up 28.3%) saw strong growth, reflecting sustained demand for midsize and large models.

  • Meanwhile, sedans like the Toyota Camry and Corolla remained stable, proving that the mainstream sedan market still has a solid foundation.

  • Among high-end models, Cadillac, BMW, and Lexus all achieved double-digit growth, reflecting a recovery in high-end consumer confidence.

Chinese automakers currently have no access to the U.S. market, so observing the U.S. auto market serves as a reference for understanding the U.S. economy.
The recovery of the U.S. auto market in Q3 was driven by multiple factors:

  1. A rush to purchase EVs before subsidies are phased out.

  2. Optimization of EV and hybrid product lines by major automakers.

  3. Increased production capacity due to supply chain recovery.

Although some imported models will face price pressure due to tariffs, consumers’ preference for SUVs and EVs continues to strengthen, supporting overall demand.
Entering Q4, as subsidy policies officially expire and the seasonal sales peak arrives, the market will face a more complex competitive environment.
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