USA Vehicles Market in 2025 continues to grow steadily. Full-year sales gained 2.1%, with Toyota posting a robust performance in 1st. Tesla dropped out of the rankings while also causing a drop in EV sales which fell short of 2023 and 2024 figures.
Economic Environment
In 2025, US real GDP growth is projected to slow to 2.0%, easing further to 1.7% in 2026 before edging up to 1.9% in 2027 as tariff effects fade and labour market adjustments stabilise. The near-term slowdown reflects cooling employment growth, a sharp drop in net immigration, and the price impact of major tariff increases, alongside large cuts to non-defence discretionary spending. Although inflation remains above the 2% target, underlying price pressures appear manageable, allowing for gradual monetary policy easing through 2026, with the federal funds rate expected to settle near 3.25–3.5%.
Growth has remained surprisingly resilient despite headwinds: AI-related investment continues to boom, but non-AI investment and consumption have weakened, and government purchases are now contracting. The 2025 surge in the effective tariff rate, from 2.5% to 14% legislated, has distorted trade flows, with firms initially front-loading imports and subsequent sharp declines in tariffed goods volumes. Fiscal policy remains a major vulnerability, with persistent structural deficits near 7.5% of GDP and a rising debt ratio, compounded by the 43-day federal government shutdown in late 2025.
Automotive Industry Trend and Outlook
Despite the uncertain economic landscape, the US vehicle market seems to be holding firm. After an initial period of contraction during the early months, sales turned positive again. Overall, full-year figures grew by 2.1% to 16,29 million units
The country’s industry is now at a pivotal juncture, shaped by technological shifts, geopolitical pressures, and changing consumer demand. While China retains global volume leadership, success in the US will depend on strategic diversification. For example, some automakers are reshoring production, such as GM’s multi-billion-dollar shift from Mexico to US plants, to strengthen resilience and competitiveness.
Brand-wise, Toyota secured leadership with 13.2% of the market (+8.1%), followed by Ford in 2nd with 12.8% (+5.9%) and Chevrolet in 3rd with 11.2% (+4.5%).
Honda ranked 4th (+0.4%), in front of Nissan -up 1 spot- in 5th (+0.9%), Kia -down 1 spot- in 6th (+8.5%), Hyundai -down 1 spot- in 7th (+3.6%) and GMC -up 1 spot- in 8th (+6.8%).
Subaru -up 1 spot- ranked 9th (+5.3%) while Jeep -up 1 spot- closed the top 10 (+1%).
Looking at the best-selling models, reported in the dedicated article, the Ford F-Series was still the best seller gaining 8.5% in year-on-year volume, followed by the Chevrolet Silverado in 2nd (+4.9%).
EV Market Trend and Outlook
EV adoption halts in the US, falling behind global trends. In 2025, the EV sector dropped 11.8% to a 6% share of the whole vehicle market. Tesla’s downfall is dragging down EV figures while there’s a lack of incumbent being ready to overtake Musk’s brand.
Several factors can explain this setback, including changing policy landscape and a general shift to hybrid vehicles, which instead reported growth during the year.
Tesla retained 1st spot with a 57.8% share despite falling 14.1%. Ford rose 1 spot into 2nd (+17%) while Rivian fell 18.6% and 1 spot into 2nd.
Medium-Term Market Trend
After the downturn caused by the 2008 crisis, when US vehicle sales plummeted from nearly 18 million to 10.4 in 2009, the market moved on a recovery trajectory. By 2014, sales had rebounded to 16.5 million vehicles and reached a decade high of 17.5 in 2017. Stabilization of fuel prices and improved consumer confidence contributed to this resurgence.
After stabilizing during the following two years, the arrival of the pandemic in 2020 led to widespread shutdowns of manufacturing plants and dealerships. This resulted in a 14% decline in US vehicle sales to 14.7 million that year.
In 2021, the market’s recovery was modest, hindered by macroeconomic factors such as a global shortage of semiconductors. Despite these challenges, government’s incentives to support electrification supported the rebound of the automotive sector, with Tesla, among others, capitalizing significantly on this trend. Still, sales in 2022 remained subdued, marking the lowest level in a decade and reflecting a 20.6% decrease from the 2017 peak.
The year 2023 marked a turning point, with sales rebounding to 15.41 million , up 12.4%. The positive momentum persisted into 2024, with sales rising by 2.7% to 15.83 million units .
Focusing on the EV segment, the market experienced remarkable growth over the decade from 2014 to 2024, expanding by approximately 766.9%. EV sales began at around 109,567 vehicles in 2014 and saw steady increases, reaching 430,592 units by 2021. The acceleration continued with a 71.5% surge in 2022, driven by factors such as heightened environmental awareness, advancements in battery technology, and expanded charging infrastructure . By 2024, EV sales stabilized, influenced by market maturation and the government’s rollback on incentives.
Tables with sales figures
In the tables below we report sales for all Brands, top 10 Manufacturers Groups, and top 10 Models.
