Automakers are reporting fourth-quarter and full-year 2025 U.S. sales results, with General Motors reclaiming the top spot in the market and hybrid sales surging to records as pure electric vehicle sales collapsed following the Sept. 30 expiration of the $7,500 federal EV tax credit.
GM, Ford, Toyota, and the Korean brands all posted full-year gains in 2025. Stellantis, Subaru, and Mazda finished the year down from their 2024 levels. The pattern across nearly every brand was consistent: Q4 EV sales cratered while hybrids set records.
General Motors
GM reported full-year 2025 U.S. sales of 2.85 million vehicles, up nearly 6% from 2024, making it the nation’s top-selling automaker. Q4 sales slipped about 7% YOY to just over 703,000 vehicles.
EV sales fell 43% in Q4 as buyers pulled purchases forward to Q3 before the federal tax credit expired. Full-size pickup sales were up for the sixth straight year, the best performance in two decades for the combined Silverado and Sierra lineup. Full-size SUVs, including Tahoe, Suburban, and Yukon, propelled GM to a segment win for the 51st straight year.
All four GM brands recorded sales increases for full-year 2025 for the second consecutive year, with Cadillac posting its best sales in a decade.
Ford
Ford Motor Co. reported full-year 2025 U.S. sales of 2.2 million vehicles, up 6% from 2024 and its best annual sales since 2019. Q4 sales rose 2.7% to more than 545,200 vehicles. The results placed Ford third in the U.S. market for 2025, behind GM and Toyota.
F-Series sold 828,832 trucks in 2025, up 8.3%, securing its 49th consecutive year as America’s best-selling truck and 44th year as America’s best-selling vehicle. Ford’s hybrid sales hit a record 228,072 vehicles, up 21.7%, while EV sales totaled just 84,113 vehicles, down 14.1% for the year, with Q4 sales plummeting roughly 52%.
Transit van posted its best sales since its 2014 U.S. launch, with 161,797 units, and Maverick achieved a record year, with 155,051 pickups sold.
Toyota
Toyota Motor North America reported full-year 2025 U.S. sales of 2.5 million vehicles, up 8% from 2024. December sales totaled 231,513 vehicles, up 10.3% from December 2024. Q4 sales reached 652,195 vehicles, up 8.1% YOY.
Electrified vehicles accounted for 47% of Toyota’s full-year 2025 volume, with 1,183,248 electrified units sold during the year, up 17.6%. The vast majority were hybrids. Lexus posted its best-ever full-year sales at 370,260 vehicles, up 7.1%.
Stellantis
Stellantis reported Q4 2025 U.S. sales of 332,321 vehicles, up 4% from Q4 2024, marking its second consecutive quarter of sales increases. December sales totaled 121,170 vehicles, up 4% from December 2024. Full-year 2025 sales reached 1,260,344 vehicles, down 3% from 2024.
Jeep posted its best December retail sales in three years. Wrangler had its best December retail since 2021, and Gladiator Q4 sales jumped 93% YOY. Ram reported its best December total sales since 2021, up 6% for the month, with Ram 1500 Q4 sales up 23%. Dodge Durango had its best full-year sales since 2005, up 37% for calendar year 2025.
Hyundai
Hyundai Motor America reported December 2025 sales of 78,930 vehicles, up 1% from December 2024 and the company’s best-ever December for both total and retail sales. Full-year 2025 total sales reached 901,686 vehicles, up 8%, while retail sales of 772,712 marked Hyundai’s fifth consecutive year of record retail sales.
December hybrid sales jumped 71% YOY, setting a new all-time monthly hybrid record. For the full year, hybrid sales rose 36% while EV sales gained 7%, though IONIQ 5 sales fell 58% in Q4 after the tax credit expired. Electrified vehicles represented 30% of Hyundai’s retail mix for the year.
Kia
Kia America reported full-year 2025 U.S. sales of 852,155 vehicles, up 7% from 2024 and the brand’s third consecutive all-time annual sales record. It marked the first time Kia surpassed 800,000 U.S. sales in a year and its highest-ever U.S. market share.
December sales totaled 75,003 vehicles, up 2.3% from December 2024. Four models set best-ever annual sales records: Carnival (up 44% for the year), Sportage (up 13%), Telluride (up 7%), and K4 (up 1%). Electrified model sales rose 24% for full-year 2025, though EV6 and EV9 pure-EV sales fell by double digits.
Subaru
Subaru of America reported December 2025 sales of 57,437 vehicles, down 7.2% from December 2024. Full-year 2025 sales totaled 643,591 vehicles, down 3.6% from 2024.
Crosstrek was the volume leader, with 191,724 vehicles sold for full-year 2025, its best year ever, up 5.5%. Forester was second with 175,070 units for the year. The company transitioned Forester assembly to Subaru of Indiana Automotive in 2025.
Mazda
Mazda North American Operations reported December 2025 sales of 32,610 vehicles, down 18.9% from December 2024. Full-year 2025 sales totaled 410,346 vehicles, down 3.3% from 2024.
December was Mazda’s third-best December since 1990. CX-50 posted best-ever December sales at 10,783 vehicles. Certified pre-owned sales set a record for the second consecutive year at 76,009 units for full-year 2025.
Mitsubishi
Mitsubishi Motors North America reported Q4 2025 sales of 21,354 vehicles and full-year 2025 sales of 94,754 vehicles, down from 2024. The company attributed its year-over-year decline to the discontinuation of the Mirage subcompact. Eclipse Cross Q4 sales reached 5,166 units, up 103% from Q4 2024. Outlander Plug-in Hybrid sold 6,294 units for full-year 2025.
What this means for collision repair
The 2025 sales results reinforce trends affecting repair planning and shop equipment investments. The surge in hybrid sales across Ford, Toyota, and Hyundai means more vehicles arriving with dual powertrains and high-voltage battery systems. Toyota’s disclosure that nearly half its 2025 volume was electrified, and Ford’s record hybrid truck sales, underscore how quickly hybrid penetration is growing in the repair mix.
The Q4 collapse in pure EV sales may give shops additional runway to prepare for battery-electric repair work. GM’s 43% Q4 EV decline, Ford’s 52% Q4 plunge, and Hyundai’s 58% IONIQ 5 Q4 drop suggest the EV transition has slowed, at least temporarily, while hybrid adoption accelerates.
