General Motors reported a 7% year-over-year drop in U.S. retail deliveries during the fourth quarter of 2025, weighed down by a 43% plunge in electric-vehicle shipments compared with the prior-year period. Executives attributed the sharp EV decline to a significant pull-forward of customer orders ahead of federal tax-credit changes in early 2025, which depleted near-term pipeline volume. Internal data show that GM delivered roughly 34,000 battery-electric vehicles in the quarter, down from 60,000 in Q4 2024, while traditional internal-combustion volumes fell by a more modest 2%.

Despite the seasonal slowdown, GM maintained its position as the top-selling automaker in the U.S. for the full year, posting a 5.5% increase in total deliveries to approximately 3.1 million units. The company’s pickup trucks and large SUVs led growth, with combined volume rising 8% on sustained demand in key Western and Midwestern markets. Strong fleet partnerships also contributed: sales to commercial buyers expanded 12%, underpinned by GM’s recent contracts with several national rental-car firms. Management forecasts continued mid-single-digit growth in total deliveries for 2026, driven by new model launches and production capacity additions at its Ohio and Tennessee assembly plants.

Investors are also watching GM’s push into premium electric segments, exemplified by Cadillac’s all-electric Escalade IQ, which was named 2026 SUV of the Year by MotorTrend. The vehicle features a 55-inch curved display powered by Altia’s HMI graphics software, representing GM’s collaboration to differentiate its luxury EV experience. Early customer feedback highlights the intuitive user interface and seamless smartphone integration, positioning Cadillac to capture a larger share of the high-end EV market. GM plans to roll out similar digital-cockpit technology across its Buick and Chevrolet EV lineups by late 2026.