Toyota Reports 8% U.S. Sales Gain and 47% Electrified Mix; Opens $14B Battery Plant
Toyota Motor North America reported 2025 U.S. sales of 2,518,071 vehicles, up 8.0% on a volume basis and 8.3% on a daily selling rate, with electrified units rising 17.6% to 1,183,248, representing 47.0% of total sales. In 2025 Toyota opened a $14 billion North Carolina battery plant, creating 5,100 jobs.
1. TMNA Reports Robust 2025 U.S. Sales Growth
Toyota Motor North America closed 2025 with U.S. retail deliveries of 2,518,071 vehicles, marking an 8.0 percent increase in volume and an 8.3 percent rise on a daily selling-rate basis versus 2024. Electrified models accounted for 1,183,248 units, up 17.6 percent year-over-year and representing 47.0 percent of total volume. In the fourth quarter, TMNA moved 652,195 vehicles (+8.1 percent) with 290,840 electrified sales (−1.9 percent), while December volumes reached 231,513 vehicles (+10.3 percent) including 104,088 electrified units (+0.2 percent). The Toyota division delivered 2,147,811 units (+8.1 percent) and Lexus posted a record 370,260 sales (+7.1 percent). TMNA also invested nearly $14 billion in a North Carolina battery plant and $912 million across five assembly plants, creating over 5,300 jobs as part of its $10 billion U.S. investment commitment.
2. TMNA Deepens In-House Navigation with Mapbox Integration
Toyota has integrated Mapbox’s cloud-based mapping platform into its next-generation Audio Multimedia system, debuting on the 2026 RAV4 and rolling out to future models in North America, Europe, Australia and New Zealand. Built on Toyota’s Arene software platform, the system leverages dynamic lighting, textures and shadow rendering, and a customized interface created with Mapbox Studio to match each digital cockpit. A first-in-line full-screen digital meter map and turn-by-turn navigation are delivered via OTA updates using Mapbox SDKs. “We set out to design our next-generation navigation experience…deliver ever-better in-cabin experiences,” said Brian Inouye, Chief Engineer for TMNA R&D.
3. TMNA Warns of Slower U.S. Auto Sales in 2026
After three consecutive years of retail gains, Toyota executives project a deceleration in U.S. auto sales growth for 2026 as consumers confront elevated transaction prices and higher financing costs. While Toyota outperformed full-line manufacturers with near-industry-low incentive spending in 2025, the company cautions that continued affordability pressures may temper demand. Senior management plans to emphasize value-packed models—many starting below $30,000—and expand its 30-model electrified lineup to maintain momentum as the market transitions to a more disciplined post-pandemic pace.