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General Motors (GM) is rallying sharply higher after releasing its 2Q25 sales report, which showcased a robust 7% yr/yr sales increase, totaling approximately 746,588 vehicles. This performance underscores GM’s resilience in a challenging automotive market, driven by strong product execution and sustained customer demand across its diverse portfolio of internal combustion engine (ICE) vehicles and electric vehicles (EVs). The company also maintained consistent pricing and low incentives despite macroeconomic uncertainties and potential tariff concerns.

• The Chevrolet brand, GM’s volume leader, posted a 6% sales increase in Q2, driven by record-breaking crossover and EV sales that reinforced its position as a market favorite. The Chevrolet Equinox, encompassing both ICE and EV variants, achieved its best-ever sales quarter, with the Equinox EV alone moving 17,420 units, a standout performance in its first full year on the market. The Chevrolet Trax continued its upward trajectory, with sales momentum from its affordable subcompact SUV positioning, following an 84% annual increase in 2024 to 200,689 units. The Chevrolet Traverse also saw strong demand, driven by its redesigned 2024 model, indicating sustained consumer interest into Q2.
• GM’s electric vehicle segment was a standout, with EV sales surging 111% yr/yr to 46,280 units in Q2, securing a 16% U.S. EV market share and solidifying GM’s position as the second-largest EV manufacturer behind Tesla (TSLA). The Chevrolet Equinox EV led the charge as GM’s top-selling EV, followed closely by the Chevrolet Blazer EV with approximately 8,000 units sold. The Cadillac Lyriq also contributed significantly, with around 5,000 units sold, maintaining its status as the best-selling electric mid-size luxury SUV.
• These models, built on GM’s Ultium battery platform, have resonated with consumers seeking affordable and luxury EV options, with the Equinox EV’s sub-$35,000 starting price (before potential tariffs) broadening its appeal. GM’s EV growth, nearly doubling its market share from a year ago, reflects its strategic push toward electrification despite looming policy uncertainties.
• GMC and Buick also delivered impressive results, with GMC posting 6% sales growth in Q2, fueled by strong performances from the redesigned GMC Acadia, the Sierra pickup, and the Yukon SUV. Buick achieved a remarkable 19% sales growth, driven by the Buick Enclave, which saw a 46% sales increase in the first half of 2025, building on its 2024 momentum as consumers gravitated towards the Enclave’s redesigned appeal and competitive pricing.

GM’s Q2 U.S. sales performance reflects the company’s robust product lineup and strategic execution in a challenging business environment. Strong demand for models like the Chevrolet Equinox, Trax, Traverse, GMC Acadia, Sierra, Yukon, and Buick Enclave, alongside a 111% surge in EV sales, positions GM for continued growth, provided it navigates potential tariff and policy headwinds effectively.