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US Light Vehicle Sales Surge 5.5% in September 2025
3 Oct
Summary
- US light vehicle sales grew 5.5% year-over-year in September 2025
- Stellantis recorded highest market share since June 2024, beating Honda
- Ford F-150 regained top sales spot after being usurped by Toyota RAV4
According to the latest industry data, US light vehicle sales experienced a 5.5% year-over-year increase in September 2025, reaching 1.25 million units. This growth came despite having one additional selling day compared to the same period in 2024, indicating a robust underlying demand.
The market was led by GM, which maintained its position as the top-selling automaker with a 17.6% market share, its highest since April. Toyota Group ranked second, but its 14.9% share represented the lowest level since March. Notably, Stellantis recorded its highest market share since June 2024, at 8.9%, surpassing Honda Group for the first time in that period.
The Ford F-150 reclaimed the top sales spot in September, selling 38.9k units, after being temporarily displaced by the Toyota RAV4 in August due to a recall. The Compact Non-Premium SUV segment remained the bestselling category, accounting for 22% of the market, driven by strong performances from the Hyundai Tucson and Hyundai IONIQ 5.
