General Motors reported a 5.5% increase in its annual U.S. vehicle sales for 2025, solidifying its position as the nation's top-selling automaker. The full-year growth came despite a 6.9% decline in fourth-quarter sales, highlighting a year of strategic momentum built on strength in key vehicle segments.

The Detroit automaker's performance was driven by increased sales of its electric vehicles, large SUVs, and entry-level models like the Buick Envista. GM's results stood out in an industry where Cox Automotive estimates a modest overall market growth of about 2% for the year.

A Mixed Competitive Landscape
GM's annual sales of over 2.85 million vehicles kept it ahead of key rival Toyota, which reported a strong 8% increase to 2.52 million units. Other notable gainers included Hyundai and Kia, which each posted record U.S. sales for the third consecutive year. In contrast, Stellantis saw a 3.3% decline as it executed a strategic turnaround, though its Jeep brand achieved its first annual sales gain since 2018—a positive sign for the plan's progress.

Beyond retaining the sales title, GM highlighted key strategic gains: it grew its U.S. market share by half a percentage point to 17% and increased its electric vehicle sales by 48%. This surge established GM as the country's second-largest seller of all-electric vehicles, trailing only Tesla.

Strategic Positioning for the Year Ahead
"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," said GM North America President Duncan Aldred. The company's diversified portfolio, spanning from affordable entry models to expanding EV offerings, appears to have provided a buffer against market volatility and positioned it for ongoing competition in a gradually growing automotive market.