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Final Up to date on: twenty fifth August 2025, 01:11 am
How is the US auto market doing? Let’s check out the market as an entire within the 2nd quarter in addition to developments with particular person corporations.
Total, US auto gross sales had been up 3% in Q2 2025 in comparison with Q2 2024, and likewise up 3% in Q2 2025 in comparison with Q2 2023. That’s a lot completely different from the primary two post-COVID years of 2021 (down 10%) and 2022 (up 17%). Naturally, markets had been fairly warped for some time, particularly with provide chain challenges within the auto trade associated to Russia’s invasion of Ukraine in addition to the COVID disaster.
The main auto manufacturers within the nation had been Ford and Toyota in Q2 2025, adopted by Chevrolet, Honda, and Hyundai.
As one other instance of Tesla’s fall, the all-electric US model dropped from ninth in Q2 2024 to eleventh in Q2 2025. Not nice. Can the EV firm get again into the highest 10? We’ll see….
Different all-electric manufacturers Rivian and Lucid had been ranked thirty first and thirty third, respectively. Rivian was down from twenty ninth a 12 months earlier than, whereas Lucid repeated its rating in thirty third place. Sure, I do know — is it value speaking about their rankings at this level? Properly, you’ve acquired to begin someplace.
The dangerous information right here for EV manufacturers is that Tesla gross sales dropped by 13%, or 20,729 models, 12 months over 12 months in Q2, and Rivian gross sales dropped by 23%, or 3,129 models, in the identical time. On the optimistic facet, Lucid gross sales had been up 10%, or by 241 models.
Evaluating to Q2 2023, we will once more see that the nation’s greatest auto manufacturers (Ford, Toyota, Chevrolet, Honda, and Hyundai) noticed stable development in Q2. On a share foundation, Fiat surged probably the most, however Fiat barely sells any automobiles within the US. (That mentioned, they’re all electrics.) Lucid was second for share development, however, once more, it hardly sells any automobiles. Once more, we see huge declines from Tesla (-18%, or -31,727 models) and Rivian (-16%, or -1,979 models). Simply as a observe, although, electrical automobile gross sales had been up strongly general — some extent we’ll come again to in a separate article.
Going again to Q2 2022, we lastly see development from Rivian (+139%, or +6,194 models) and Tesla (+10%, or +13,488 models) once more.
And, to wrap up this part, we will see that Tesla gross sales grew 88% from Q2 2021 to Q2 2025, greater than any auto model apart from Lexus. On a quantity foundation, solely Ford grew extra. So, it’s nonetheless a surprising enchancment throughout 4 years for the nation’s main EV vendor. Extra broadly, it’s clearly been an excellent quantity of development for Ford and Lexus.
The final chart I’ll put up right here is one taking a look at all of those manufacturers throughout all of those years. Under is each a static chart and an interactive chart (each greatest seen on an actual laptop, not a telephone). It’s a large chart, and you’ll spend lots of time wanting by the developments throughout the manufacturers from Q2 2021 to Q2 2025. Get pleasure from!
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