General Motors is intensifying its push into the electric vehicle space, posting record-breaking EV sales in the second quarter and first half of 2025, and reinforcing its status as the No. 2 EV manufacturer in the United States.
In Q2 alone, GM delivered 46,280 electric vehicles, a 111 percent increase year-over-year, while first-half EV sales surged 104 percent to 78,167 units. These figures significantly outpaced overall industry growth, highlighting the company’s growing strength in electrification.
“EVs are now a core engine of GM’s industry-leading growth,” Duncan Aldred, GM’s North America president, said in a news statement.
Chevrolet and Cadillac Power the EV Surge
Chevrolet became the best-selling EV brand in Q2, with first-half EV sales up 134 percent, driven largely by the success of the Equinox EV, now on track to become one of the top three best-selling EVs in the U.S. this year.
Cadillac led the luxury EV market in Q2 and ranked #5 among 30 EV brands overall. Nearly one in four Cadillacs sold so far this year were electric, underscoring the strong uptake of models like the Escalade IQ, VISTIQ, and OPTIQ.
GMC also made strong strides in electrification, with its EV sales rising 134 percent year-over-year, as demand grows for electric trucks and SUVs.
EVs Nearing Parity with GM’s Total Market Share
GM’s EV market share reached an estimated 16 percent in Q2, closely aligning with the company’s overall U.S. market share of 17 percent. This signals that EVs are not just a side business—but central to GM’s core growth strategy.
Infrastructure and Investment Back the EV Push
To support its aggressive EV expansion, GM is:
Investing in its Orion Assembly Plant in Michigan to scale up next-gen full-size electric pickups and SUVs.
Boosting pickup production capacity in Ft. Wayne, Indiana, including for electrified variants.
Execution and Long-Term Strategy
GM’s EV success comes as part of a broader retail surge, marking its 12th consecutive quarter of retail growth. The company is also benefiting from consistent pricing and reduced incentives — proof of sustained demand and disciplined execution.
With a balanced EV lineup spanning mainstream to luxury, and investments that support scale, GM is positioned to maintain its leadership in the evolving U.S. EV market.
Baburajan Kizhakedath