“General Motors sold a lot of EVs in Q1 of 2025. While GM suffered through painful and slow product launches in 2023 and 2024, the long-promised EVs are starting to flow. More than 30,000 EVs from General Motors brands were sold last quarter, nearly doubling the volume from a year ago and passing both Ford Motor Company and Hyundai Group along the way. And worth noting, Honda and Acura added more than 14,000 EVs to the U.S. market last quarter as well, up from zero a year ago, all courtesy of a short-lived partnership with GM. Stellantis got in the EV game in Q1, with new products from Dodge, Jeep and Fiat. It’s a start.” said Cox Automotive.

However the EV story continues to revolve around the threatened market leader Tesla, which saw sales fall further in Q1, down ~9% YoY. As Cox has noted before, without a significant shift in product strategy, Tesla will continue to shrink in the U.S. market. A refreshed Model Y is launching in the U.S. right now. How that model will affect sales is yet to be seen.