General Motors reported a sharp decline in U.S. electric vehicle sales in the final quarter of 2025 after the federal $7,500 EV tax credit expired at the end of September, even as full-year deliveries rose strongly on the back of an expanding model lineup.
The Detroit-based automaker sold 25,219 electric vehicles in the fourth quarter, down 43% from nearly 44,000 units a year earlier, the company said. GM attributed the drop to customers bringing forward purchases ahead of the tax credit’s expiration, which boosted sales earlier in the year at the expense of the final months.
See also: Ford U.S. EV Sales Fall 52% in Q4 2025 as Full-Year Deliveries Drop 14% Despite Record Hybrid Growth
Despite the quarterly decline, General Motors said it sold nearly 170,000 electric vehicles in the United States in 2025, up 48% year on year, retaining its position as the second-largest EV seller in the country behind Tesla.
The annual increase was supported by a broad range of electric models across GM’s Chevrolet, GMC and Cadillac brands. GM said Cadillac became the best-selling luxury EV brand in 2025 after electric sales rose 69%, excluding Tesla from the comparison.
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Cadillac now offers a full electric SUV lineup spanning the entry-level Optiq, midsize Lyriq, three-row Vistiq and the Escalade IQ and Escalade IQL. The brand recorded its strongest retail sales performance since 2007, GM said.
At the mass-market level, Chevrolet posted its fourth consecutive year of higher retail sales, making it the only mainstream U.S. brand to achieve that milestone, according to GM. The automaker said growth was driven largely by rising EV demand.
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The Chevrolet Equinox EV was among the top-selling electric vehicles in the U.S. in 2025, with 57,945 units sold. GM said the model likely ranked within the top five EVs nationally, ahead of rivals such as the Hyundai IONIQ 5 and the Honda Prologue. Additional contributions came from the Blazer EV, which sold 22,637 units, and the Silverado EV, with 11,275 deliveries during the year.
Looking ahead, GM plans to expand its affordable EV offerings. Chevrolet is set to launch the new Bolt EV in the first quarter with a starting price of $29,990, positioning it as one of the lowest-priced electric vehicles in the U.S. market. The model will compete directly with the refreshed Nissan LEAF, which is due for the 2026 model year with increased range, a redesigned crossover-style body and a built-in North American Charging Standard (NACS) port.
