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Welcome to our Q3 2025 sales wrap-up! We’ll share the hits and misses from every major automaker’s sales reports as they roll in over the coming days. Keep an eye on this page for key facts and figures, plus anything that deserves a deeper dive.
Without further ado…
What to Watch
- Electric vehicles! This was the last quarter for federal EV credits in the U.S. We expect volatile sales numbers, with customers rushing to take advantage while they were (relatively) affordable, both from domestic automakers trying to beat the deadline and importers hoping to attract these bargain hunters.
Impressive Numbers from Korea
- Both Hyundai and Kia posted record Q3 results. Remember, neither produces an electric vehicle in the U.S., so any purchase incentives came directly from their own funds. We suspect they actively worked to capture market share from domestic brands trying to clear inventory before the credits expired, which explains the 90% increase in Ioniq 5 sales compared to last year. According to Hyundai, the majority of these sales occurred in September.
Monitoring Discontinued Models: Ford Edge
- Ford really cleared out its remaining Edge stock earlier this year. The company recorded over 3,000 sales of the mid-size two-row crossover in 2025, but none of them happened in Q3.
- Mustang sales saw a slight uptick in Q3 but remain down over 10% for the year.
Honda Holds Steady
- Honda + Acura sales are up 4% this year, but unlike Hyundai and Kia, they didn’t come out of September with significant momentum. Honda’s September sales were virtually flat compared to last year; Acura saw a slight decline.
- The Integra continues to struggle, with just under 15,000 units sold in 2025. In comparison, Acura’s recently discontinued ZDX contributed about 12,000 units to the brand’s volume this year.
- The Prologue leveraged the EV credit to surpass 36,000 sales by the end of September (up nearly 160% year-to-date); it remains to be seen how it will perform without this financial support.
Toyota Parks Comfortably
- If Honda missed an opportunity, Toyota clearly seized it. Between the Toyota and Lexus brands, its U.S. sales surged over 14% in September. Lexus saw its overall volume increase by more than 19% despite a tough month for the GX; its decline was more than offset by sales of the TX, which benefited from favorable pricing.
- The BZ didn’t even reach 100 units in September, plummeting 95% year-over-year.
- Grand Highlander. Enough said.
GM Moves Its EVs
- No electric vehicle from GM escaped a sharp sales increase in Q3. From the Hummer EV to more modest models, all battery-powered vehicles performed better than a year ago, and GM even found buyers for an additional 10,000 units of the new Cadillac Escalade IQ, Optiq, and Vistiq (combined). Let’s see how that holds up in Q4 without federal assistance.
- A nod to the Cadillac CT4 for its 1.7% sales increase in Q3.
- But who’s suddenly buying all these Enclaves?