GM posts 5.5% U.S. sales gain in 2025, Stellantis' Jeep marks first increase in seven years

DETROIT — General Motors on Monday reported a 5.5% increase in its annual U.S. sales in 2025, despite a 6.9% decrease during the fourth quarter.

The Detroit automaker's results were driven last year by incremental sales of EVs as well as gains in large SUVs and entry-level vehicles such as the Buick Envista.

GM's 2025 sales are expected to be among the standouts for the U.S. automotive industry, which Cox Automotive expects to have risen about 2% to 16.3 million units compared with 2024.

GM is among a handful of automakers to report U.S. sales gains for 2025. Others include Toyota Motor's sales being up 8%; Hyundai and Kia each achieving third consecutive years of record sales with 8.4% and 7% increases, respectively; and Honda Motor up 0.5%.

Chrysler parent Stellantis was down 3.3% as it executes a U.S. turnaround plan. Notably, Stellantis' Jeep brand — which was up less than 1% last year — achieved its first U.S. annual sales gain since 2018.

"With consecutive quarterly sales increases and market share growth, it's clear that we are taking the right steps to reset our business in the U.S.," Jeff Kommor, head of Stellantis U.S. retail sales, said in a release. "There is still work to do, but we made progress this year with a diversified powertrain lineup."

GM, meanwhile, retained its position as the largest seller of vehicles in the U.S. It's held that title for decades, aside from Toyota outselling the American automaker for one year amid major supply chain disruptions in 2021.

GM sold more than 2.85 million vehicles last year in the U.S, including roughly 703,000 during the fourth quarter. That compares to Toyota at 2.52 million U.S. sales 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," GM President of North America Duncan Aldred said in a statement.

Aside from the U.S. sales crown, GM said it grew U.S. market share by half a percentage point to 17% and increased EV sales by 48% to become the country's No. 2 seller of all-electric vehicles behind Tesla.