Category Archives: sales

Stellantis Post Q3 2025 Shipments of 1.3M

Posted on 10 October 2025 by Ken Zino

Stellantis N.V. (NYSE: STLA) today released its Q3 consolidated shipment estimates. “Shipments” is the volume of vehicles delivered to dealers, distributors, or directly from the Company to retail and fleet customers, which results in revenue recognition. Consolidated shipments for the three months ending September 30, 2025, were an estimated 1.3 million units, a 13% increase y-o-y. Most of the increase was driven by North America, also supported by year-over-year shipment growth in Enlarged Europe and Middle East & Africa. Business environment and competitive challenges remain in China and South America.* Continue reading →

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Porsche Sales Tank in China. So-So Elsewhere

Posted on 9 October 2025 by Ken Zino

Porsche (P911.DE) said today that a total of 212,509 cars were delivered to customers worldwide between January and September, of which 35.2% were electrified (+12.8 percentage points). However, in China the world’s largest market, Porsche has lost its once gleaming image and lucrative result. In China, 32,195 cars were delivered to customers (-26%.) The primary Porsche excuses for this decline “remain the challenging market conditions, particularly in the luxury segment, and the intense competition in the Chinese market.” The gleam is also fading elsewhere for Porsche.

“Porsche continues to maintain robust delivery figures this year. The level is in line with our expectations, especially considering the ongoing geopolitical and economic conditions,“ claimed Matthias Becker, Member of the Executive Board for Sales and Marketing at Porsche AG. “In the coming months, our customers can look forward to many exceptional product offerings. We recently unveiled the new 911 Turbo S at the IAA, the range-topping version of our iconic sports car. This strengthens our brand core. Demand for the new flagship is very strong, and the car has received a lot of praise from the media and prospective customers.” Continue reading →

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Mercedes-Benz Group Posts So-So Q3 Sales

Posted on 7 October 2025 by Ken Zino

Mercedes-Benz USA (MBUSA) reported Q3 2025 retail sales of 73,500 passenger cars. Year-to- date, U.S. retail sales to customers rose 6% to 223,800 units, helped by strong demand for Mercedes-Benz SUVs and expensive models. Mercedes-Benz Vans reported third quarter 2025 sales of 9500 units. The MBUSA overall total is 83,000 units retailed in the third quarter. Mercedes-Benz Group globally sold 441,500 cars in Q3 2025. [This gives the bragging rights to BMW Group at 588,300 – AutoCrat.]

“With sustained strong demand across our entire product lineup, our third-quarter sales results demonstrate the strength of the Mercedes-Benz brand and reflect the hard work and determination of our employees and outstanding dealer partners. We remain focused on consistently delivering our customers class-leading products and benchmark experiences with our 2026 models now arriving, including the stunning Mercedes- Maybach SL 680 at the very top end of the portfolio through to a highly compelling new all-electric entry point to the brand with the CLA that will reach U.S. dealerships before the end of the year,” said Adam Chamberlain, President and CEO of Mercedes-Benz USA. Continue reading →

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BMW Group Sales – Small Increase YTD. Board Cuts Outlook

Posted on 7 October 2025 by Ken Zino

The BMW Group today posted Q3 Sales that increase of +8.8%. From January to September 2025, the BMW Group delivered a total of ~1.8 million BMW, MINI and Rolls-Royce vehicles to customers, This is a sales growth of only +2.4%. During the same period, the company increased sales of fully-electric vehicles by +10.0% to 323,447 units. Between January and September, the BMW Group delivered a total of 470,313 electrified vehicles (BEV and PHEV) to customers (+15.0%). However, the Board of Management of BMW AG today changed the outlook downward for the 2025 financial year. Continue reading →

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American Honda Posts 358,848 Q3 U.S. Sales

Posted on 2 October 2025 by Ken Zino

American Honda’s Acura and Honda brands posted combined September 2025 sales of 105,097 and Q3 combined sales of 356,848. Year-to-date, American Honda has sold 1,097,799 cars and trucks, ~4% increase. The challenge forthcoming is the end of the EV tax credits, which has now expired. Still, American Honda is well positioned with its line of hybrid models.

“Balanced sales of light trucks, passenger cars, including record sales of electrified models and helping Honda and Acura manage the challenging market conditions,” said Lance Woelfer, vice president of Auto Sales at American Honda Motor Co. Inc. “Our investment in the ability to make hybrid-electric vehicles in America, including the Honda hybrid system, has led to record sales of CR-V, Accord and Civic hybrid models.” Continue reading →

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Toyota Motor N.A. Posts Q3 Sales of 629,137

Posted on 1 October 2025 by Ken Zino

Toyota Motor North America (TMNA. NYSE: TM, 7203T) today reported September 2025 U.S. sales of 185,748 vehicles, up 14.2% on a volume basis and up 9.5% on a daily selling rate (DSR) basis compared with September 2024. Sales of electrified vehicles for the month totaled 85,092 up 8.% on a volume basis and up 3.6% DSR, representing 45.8% of total sales volume.

“Strong customer demand continues across our entire lineup, and vehicles are selling as fast as we build them,” said Andrew Gilleland, senior vice president at Toyota Motor North America. Continue reading →

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Ford Motor Posts Q3 U.S. Sales of 545,522

Posted on 1 October 2025 by Ken Zino

Ford Motor Company (NYSE: F) today posted Q3 U.S. sales of 545,522, an increase of 8.2% across Ford’s line of gas, hybrid, and electric vehicles, as well as increased services from Ford Pro. Ford trailed GM in volume, which posted sales of 710,347 for a 7.7% increase. Car sales remain problematic for Ford Motor, reflecting the growth of trucks and SUVs in the U.S. at most companies.

“This quarter’s growth showcases our portfolio’s unmatched flexibility and breadth,” said Andrew Frick, president, Ford Blue and Model e. “We saw strong performance in gas, hybrid, and electrified powertrains, while at the same time growing our paid software solutions, all embedded in vehicles such as Expedition, Explorer and F-150.” Continue reading →

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General Motors Posts Strong Q3 U.S. Sales – 710,347

Posted on 1 October 2025 by Ken Zino

General Motors (NYSE: GM) today posted record U.S. sales for the GMC brand, crossover vehicles, and EVs for Q3 2025. Total GM sales were 710,347.

“No one is in a stronger position for a changing U.S. market than GM. We have the best lineup of ICE and EV vehicles we’ve ever had, and our brands have grown market share with consistently strong pricing, low incentives and inventory,” said Duncan Aldred GM Senior Vice President and President, North America. Continue reading →

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September 2025 U.S. Vehicle Sales Forecast Flat. Global Sales Better

Posted on 25 September 2025 by Ken Zino

Total U.S. new-vehicle sales for September 2025, including retail and non-retail transactions, are projected to reach 1,232,200, a 0.1% increase year over year, according to a joint forecast from J.D. Power and GlobalData released today. September 2025 has 24 selling days, one more than September 2024. Comparing the same sales volume without adjusting for the number of selling days translates to an increase of 4.5% from 2024.*

“In aggregate, September sales results point to another month of strong demand for new vehicles. However, as has been the case for the past few months, assessing the health of the industry requires a closer look at the underlying market dynamics,” said Thomas King, president of the data and analytics division at J.D. Power. Continue reading →

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Hyundai Motor Updates Growth and Profit Strategy

Posted on 18 September 2025 by Ken Zino

Hyundai Motor Company (KRX: 005380 KS) in New York today unveiled its latest growth strategy at the company’s first CEO Investor Day held outside of Korea. The event served as a stage to convey the company’s mid-to long-term strategy to investors and stakeholders, prompted in large part by Trump’s tariff wars.

“In an industry facing unprecedented transformation, Hyundai is uniquely positioned to win through our unmatched combination of compelling products, manufacturing flexibility, technology leadership, outstanding dealer partners and global scale,” said José Muñoz, President and CEO of Hyundai Motor Company. Continue reading →

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Trump Tarriff Chaos – GM EV Sales Set Record

Posted on 2 September 2025 by Ken Zino

General Motors (NYSE: GM) said today that U.S. electric vehicle sales likely set an all-time monthly record in August, as customers rushed to make purchases ahead of the expiration of Federal EV tax credits.*

“August was our best month ever for EV sales – and we expect that buying surge to pay long-term dividends, given our industry-leading manufacturer loyalty, and EV customers’ overwhelming commitment to the technology. I’m grateful to our team and our dealers for helping us outperform nearly every EV competitor,” said Duncan Aldred, GM Senior Vice President and President, North America. Continue reading →

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August New-Vehicle Sales Forecast Up. EVs at Record

Posted on 21 August 2025 by Ken Zino

Total new-vehicle sales for August 2025, including retail and non-retail transactions, are projected to reach 1,483,000, an 8.2% increase year over year, according to a joint forecast issued today by J.D. Power* and GlobalData.** August 2025 has 27 selling days, one fewer than August 2024. Comparing the same sales volume without adjusting for the number of selling days is an increase of 4.4% from 2024.

“August new-vehicle sales are expected to climb 8.2% from a year ago, including a 7.8% increase in retail volume. A strong result, although the results should be viewed in the context of several unusual factors that are distorting typical monthly sales trends” said Thomas King, president of the data and analytics division at J.D. Power. Continue reading →

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Used Vehicle Prices Down as Consumer Sentiment Drops

Posted on 19 August 2025 by Ken Zino

“We started to see stronger sales trends in late July and early August for retail and wholesale markets, and that’s causing some additional volatility in wholesale pricing trends in recent weeks, against a stronger comparison from last year,” said Jeremy Robb, senior director of Economic and Industry Insights at Cox Automotive. Continue reading →

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Magna Posts Q2 2025 EBIT of $583 Million

Posted on 1 August 2025 by Ken Zino

Magna International (TSX: MG; NYSE: MGA) today reported relatively robust Q2 and H1 financial results in the midst of Trump’s ongoing tariff chaos and his hostility toward our Canadian friends, neighbors and business partners.

“Our strong operating results for the second quarter of 2025 exceeded our expectations and reflect continued execution on our performance initiatives, including operational excellence, restructuring, commercial recoveries, and reduced capital and engineering spending,” said Swamy Kotagiri, Magna Chief Executive Officer. Continue reading →

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Ford Says Trump Tariffs Will Slash Earnings by $2B

Posted on 31 July 2025 by Ken Zino

Ford Motor Company (NYSE: F) reported late yesterday its Q2 and H1 2025 financial performance. The now common internally created factors of Ford’s warranty costs,* losses on electric vehicles and the external Trump’s tariff chaos negative effects were in play. Tariffs slashed $800 million from Ford profits during Q2, the Dearborn-based company said. Its latest estimate of $2 billion in tariff costs for the year includes the impact of cost-cutting and other measures Ford is taking in response to President Trump’s trade policies. Ford Motor booked a $1.3 billion loss from repairs of vehicles under warranty, cancellation of plans to build an electric sport utility vehicle and other one-time costs. The Q2 net loss was $36 million. Ford common stock per share has been trading in the $8.44 – $11.97 range during the last year, hovering ~$11 a share recently. Its three-year return of ~5% compares to the S&P 500 at 54%. Continue reading →

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