Ford and Toyota Won’t Like General Motors’s Q2 Sales Results

Ford and Toyota Won’t Like General Motors’s Q2 Sales Results originally appeared on Autoblog.

General Motors had a lot to celebrate after Q2

Only three major automakers reported year-over-year sales growth in the U.S. during Q2, but their delivery percentage increases don’t tell the entire story. Ford experienced the most annual gains during Q2 at 14.2%, followed by Toyota at 7.2%, and General Motors (GM) at 7%. While Ford and Toyota experienced higher year-over-year increases than GM, GM delivered more units throughout Q2 than either of these two companies.

During Q2, GM sold 746,588 units in the U.S., Toyota moved 666,469 vehicles, and Ford logged 612,095 sales. Growth in year-over-year sales remains a crucial metric among automakers, but quarterly numbers are especially relevant right now, given the market uncertainty introduced by President Trump’s tariffs on vehicle and part imports. Duncan Aldred, GM senior VP and president of North America, said in a statement: “The investments we have made in our crossovers, SUVs, and pickups—both gas and electric—along with great execution by our employees, suppliers, and dealers, have made GM the engine of growth for the U.S. industry this year.”

A closer look at GM’s Q2 success

GM’s electric vehicle (EV) sales rose by more than 100% during Q2 after it became the industry’s second-highest seller of the segment last year. Cadillac proved to be intense competition for Tesla as the luxury EV market share leader in Q2. GM’s Q2 crossover sales were up a record 16% during Q2 and 23% during the first six months of the year. The automaker also reported a 12% year-over-year sales increase for the first half of 2025, leading the U.S. industry in total and retail sales and outpacing the 4% total market growth estimate. Buick had the most significant first-half sales increase of any GM brand, up 29% with its crossover portfolio.

Chevrolet sales increased 9% during the first half of 2025, with its Equinox SUV leading the way and GMC boasting record Sierra pickup deliveries, placing GM on track toward its sixth year in a row as the industry’s full-size pickup sales leader and its 51st year as the full-size SUV leader. While the fleet business decreased by 3% during Q1 and Q2, GM’s fleet, Envolve, increased by 10%. In total, GM moved 1.4 million units during the first six months of 2025, with a market share of 17%, representing the industry’s largest year-over-year increase.

Final thoughts

Q3 could allow GM’s EV sales to make more headway as consumers rush to capitalize on the remaining federal tax credit that expires on September 30. GM’s EV sales during Q2 were especially significant given that the overall segment declined annually by 6%. Stephanie Valdez Streaty, senior analyst at Cox Automotive, said: “The year-over-year [EV sales] decline in Q2 was only the third decline on record, and a sign of a more mature market. The increase from Q1 may well be the start of a rush ahead of the federal incentive phase-out, offering a short-term boost in an otherwise uncertain landscape.” GM also announced in June that it’s investing $4 billion in the expansion of gas truck and SUV production, allowing it to more readily meet varied consumer demand between internal combustion engines and electric driving.

Ford and Toyota Won’t Like General Motors’s Q2 Sales Results first appeared on Autoblog on Jul 21, 2025

This story was originally reported by Autoblog on Jul 21, 2025, where it first appeared.