General Motors reported a 7% year-over-year drop in U.S. light-vehicle deliveries during the fourth quarter, marking its first sequential sales contraction after three consecutive quarters of growth. The automaker attributed the decline primarily to a 43% plunge in electric-vehicle deliveries, as many buyers accelerated purchases into the prior period to capture federal tax credits before they expired at quarter-end. Despite maintaining a broad model lineup and expanding manufacturing capacity in Michigan and Tennessee, GM’s overall retail sales mix shifted toward higher-margin trucks and SUVs, but this was insufficient to offset the EV pull-forward effect.

Over the full 2025 calendar year, GM delivered approximately 8% more vehicles in the U.S. (a 5.5% gain versus 2024 in industry-standard reporting), securing its position as the top-selling domestic automaker for the third straight year. The company ramped up operations at its newly converted Factory Zero EV plant, contributing to a 20% increase in combined Hummer EV and Chevrolet Bolt production compared with 2024. GM also expanded its dealer network EV readiness program to over 3,000 outlets, positioning the company to capitalize on the expected wave of federal infrastructure investment and state incentives slated for 2026.