Ford, GM, Toyota, and Hyundai Post Strong Second-Quarter U.S. Auto Sales Gains; Tesla Delivers Mixed Results

Major automakers reported their U.S. vehicle sales for the second quarter of 2025, showing solid gains for many traditional brands. Ford led the group with a 14.2% increase in U.S. sales, driven by strong demand for pickup trucks. General Motors and Toyota each recorded a 7% rise in sales during the second quarter, with Toyota noting that electrified vehicles made up nearly half of its total sales volume.

Hyundai also posted its best-ever first half sales, with a 10% gain over the prior year. Kia matched this momentum, showing significant growth as well. Ram and Jeep, brands under FCA US, saw positive results, with Ram's total sales up 5% and several individual models experiencing strong growth.

In contrast, Tesla's overall global deliveries are expected to decline compared to last year. However, Tesla's China-made electric vehicle sales in June rose slightly, ending an eight-month losing streak in its key Chinese market. Meanwhile, Ford's electric vehicle sales in the U.S. fell by 31% in the second quarter, but hybrid sales rose 23%.

The overall picture shows that while demand remains strong for traditional gasoline, hybrid, and affordable SUV models, electric vehicle sales are facing new challenges in the U.S. These trends may reflect changing consumer preferences and increased competition in the EV market.

Hyundai Motor America Reports June and Q2 2025 Sales

PRNewsWire

Best-ever first half sales results; total sales jump 10% Q2 total sales climb 10% June total sales increased 3%; Best June ever for Elantra N and Santa Fe HEV FOUNTAIN VALLEY, Calif. , July 1, 2025 /PRNewswire/ -- Hyundai Motor America reported June total sales of 69,702 units, a 3% increase compare...

Ford's second-quarter US auto sales rise 14%

Reuters

Ford Motor reported a 14.2% rise in second-quarter U.S. sales on Tuesday, driven by higher demand for its pickup trucks.

Ford sales jump 14% in the second quarter, well above industry forecast

CNBC

Ford sales rose 14.2% during the second quarter over the year-earlier period. South Korean automakers Kia and Hyundai both reported their best-ever first-half sales results on Tuesday, up 8% and 10% from a year ago, respectively.

Ford Q2 U.S. sales up 14.2%

CNBC Television

Phil LeBeau joins CNBC's ‘Squawk on the Street' with the latest earnings report from Ford.

Ford EV sales fall 31% while hybrids rise

TechCrunch

Ford saw a 31% drop in U.S. sales of electric vehicles in the second quarter of 2025, led by a collapse of E-Transit vans and declining popularity of the F-150 Lightning. At the same time, hybrid sales jumped more than 23% compared to last year.

GM's second-quarter US auto sales rise 7%

Reuters

General Motors reported higher second-quarter U.S. sales on Tuesday, aided by demand for its affordable crossover SUVs.

Toyota's second-quarter US auto sales rise 7.2%

Reuters

Toyota Motors' North American unit reported higher second-quarter U.S. vehicle sales on Tuesday, helped by demand for its sedans and SUVs.

GM U.S. sales are up in Q2

CNBC Television

CNBC's Phil LeBeau joins 'Money Movers' to discuss GM's rising sale numbers.

Ford sales jump above industry forecast in Q2, find out more

Invezz

Sales numbers of auto major Ford increased by 14% from the previous year in the second quarter. This was significantly higher than 1.4% increase forecasted for industry, the company said.

Toyota Motor North America Reports June, Second Quarter 2025 U.S. Sales Results

PRNewsWire

Second quarter electrified Toyota and Lexus sales make up over 46 percent of total sales volume 32 electrified vehicle options available, the most among any automaker with more in showrooms throughout 2025 PLANO, Texas , July 1, 2025 /PRNewswire/ -- Toyota Motor North America (TMNA) today reported J...

Car Sales Cool in June as Trump Bump Fades

WSJ

Shoppers are no longer rushing to get ahead of tariff-related price increases.

FCA US Reports Second-quarter 2025 US Sales Results

PRNewsWire

AUBURN HILLS, Mich. , July 1, 2025 /PRNewswire/ --  Ram brand's total sales increase 5% in Q2 Ram 1500 total sales increase 17% in Q2 Ram ProMaster van retail sales increase 20% in Q2 All Ram nameplates up at retail year over year in Q2: Ram 1500 (68%), Ram 2500 (1%), Chassis Cab (20%) Ram brand ann...

Tesla Stock Rises Ahead of Delivery Numbers. Why China Sales Are a Concern for M...

Barrons

Wall Street believes Tesla sold about 386,000 cars in the second quarter, down from 444,000 sold in the second quarter of 2024.

Tesla's June China-made EV sales see first rise in 9 months

Reuters

Tesla's China-made electric vehicle sales edged up 0.8% in June from a year earlier to 71,599 units, snapping an eight-month losing streak, even as lower-cost new models from its Chinese rivals put growing pressure on the U.S. automaker.

Tesla's China sales edge up 0.8% in June; global delivery outlook remains weak

Invezz

Tesla's sales of its China-made electric vehicles edged up slightly in June, snapping an eight-month losing streak in a key market. However, this modest gain does little to mask the broader challenges facing the US automaker, including an expected decline in overall quarterly deliveries and mounting...

Toyota Motor Price Increase On Some U.S. Models A Bullish Signal For Share And P...

Seeking Alpha

Toyota's diversified electrification strategy, especially hybrids, positions it well amid shifting U.S. incentives and rising consumer demand. Recent price increases, partially shielded by U.S. manufacturing, have not dampened Toyota's strong global sales and market share gains. Toyota benefits from...

Ford Vs GM: Which Auto Stock is the Better Investment After Revealing Q2 Sales?

Zacks Investment Research

With the major domestic automakers releasing their vehicle sales for the second quarter, Ford (F) and General Motors (GM) were notable standouts, outperforming Tesla (TSLA).

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