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Last Updated on: 25th August 2025, 12:19 am
How is the US auto market doing? Let’s take a look at the market as a whole in the 2nd quarter as well as trends with individual companies.
Overall, US auto sales were up 3% in Q2 2025 compared to Q2 2024, and also up 3% in Q2 2025 compared to Q2 2023. That’s much different from the first two post-COVID years of 2021 (down 10%) and 2022 (up 17%). Naturally, markets were quite warped for a while, especially with supply chain challenges in the auto industry related to Russia’s invasion of Ukraine as well as the COVID crisis.
The leading auto brands in the country were Ford and Toyota in Q2 2025, followed by Chevrolet, Honda, and Hyundai.
As another example of Tesla’s fall, the all-electric US brand dropped from 9th in Q2 2024 to 11th in Q2 2025. Not great. Can the EV company get back into the top 10? We’ll see….
Other all-electric brands Rivian and Lucid were ranked 31st and 33rd, respectively. Rivian was down from 29th a year before, while Lucid repeated its ranking in 33rd place. Yes, I know — is it worth talking about their rankings at this point? Well, you’ve got to start somewhere.
The bad news here for EV brands is that Tesla sales dropped by 13%, or 20,729 units, year over year in Q2, and Rivian sales dropped by 23%, or 3,129 units, in the same time. On the positive side, Lucid sales were up 10%, or by 241 units.
Comparing to Q2 2023, we can again see that the country’s biggest auto brands (Ford, Toyota, Chevrolet, Honda, and Hyundai) saw solid growth in Q2. On a percentage basis, Fiat surged the most, but Fiat barely sells any cars in the US. (That said, they’re all electrics.) Lucid was second for percentage growth, but, again, it hardly sells any vehicles. Again, we see big declines from Tesla (-18%, or -31,727 units) and Rivian (-16%, or -1,979 units). Just as a note, though, electric vehicle sales were up strongly overall — a point we’ll come back to in a separate article.
Going back to Q2 2022, we finally see growth from Rivian (+139%, or +6,194 units) and Tesla (+23%, or +26,535 units) again.
And, to wrap up this section, we can see that Tesla sales grew 73% from Q2 2021 to Q2 2025, more than any auto brand other than Lexus and Genesis. On a volume basis, only Ford grew more. So, it’s still a stunning improvement across four years for the country’s leading EV seller. More broadly, it’s clearly been a good amount of growth for Ford and Lexus.
The last chart I’ll post here is one looking at all of these brands across all of these years. Below is both a static chart and an interactive chart (both best viewed on a real computer, not a phone). It’s a giant chart, and you can spend a lot of time looking through the trends across the brands from Q2 2021 to Q2 2025. Enjoy!
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