GM’s U.S. sales fall as EVs and Silverado pickups lose ground
General Motors sold fewer vehicles in the second quarter, with CNBC reporting declines in electric models, Silverado pickups and all four GM brands.
By Hana Yoshida · Markets Reporter
3 min read
General Motors posted a 4.2% drop in U.S. vehicle sales for the second quarter, CNBC reported, as demand weakened for the company’s electric vehicles and Chevrolet Silverado pickups. The decline matters because GM’s truck business remains central to its U.S. profits, while EV demand has become more uneven after a period of incentive-driven buying.
CNBC reported that GM sold 714,896 vehicles in the U.S. from April through June, compared with 746,588 in the same quarter a year earlier. For the first six months of the year, GM’s U.S. sales totaled 1.3 million vehicles, down 6.8% from the year-earlier period.
The quarterly result was better than Cox Automotive had projected, according to CNBC. Cox had expected GM’s sales to be down 5.1% in the second quarter and 7.2% for the first half.
GM North America President Duncan Aldred said in a company release cited by CNBC that the automaker’s business was holding up and that customer demand remained resilient, particularly for trucks and SUVs. Aldred said GM’s lineup allowed it to lead the market in sales while keeping control over inventory, pricing and incentives to support margins.
EV sales retreat after last year’s surge
CNBC reported that GM’s electric-vehicle sales fell 33% in the second quarter from a year earlier. The comparison was difficult because EV demand had started to climb last year before the Trump administration was expected to end consumer incentives of as much as $7,500 for EV purchases, according to CNBC.
The Silverado line also fell in the quarter. GM said Silverado sales declined 7.7%, CNBC reported, while sales of the electric Silverado pickup dropped 25.9%.
Even with the Silverado decline, GM said it expected to have gained share in the full-size pickup segment during the quarter, according to CNBC. The company’s GMC Sierra pickup line performed better, with sales rising 5%.
CNBC reported that the Sierra’s gains included double-digit increases for its electric and light-duty 1500 models. GM was coming off a strong year for big pickups: the company recorded its best combined Silverado and Sierra full-size pickup sales in 20 years in 2025 and led the U.S. full-size truck segment for a sixth straight year, according to CNBC.
Every GM brand posts a decline
All four GM brands reported lower U.S. sales in the second quarter, CNBC said. Cadillac had the steepest drop, down 19.2% from a year earlier.
Buick sales fell 7.5%, Chevrolet declined 3.9%, and GMC slipped 0.3%, according to CNBC. The figures show that GM’s weakness was not limited to one nameplate, even as the company pointed to continued strength in trucks and SUVs.
The second-quarter results leave GM with a lower first-half sales total than last year while the company continues to balance demand for traditional trucks and SUVs against a cooling EV market, CNBC reported.
This story draws on original reporting from CNBC.