November 2025 U.S. Auto Sales Results

U.S. auto sales in November underscored the same split that has defined most of the fall selling season: hybrids remain hot, while battery-electric demand continues to cool sharply in the wake of the expired federal tax credits. As the industry adjusts to higher prices, new tariffs and shifting consumer sentiment, major automakers posted another month of mixed results.

Toyota Motor Corp. recorded a 2.7 percent gain in November, with the Toyota brand up 4.4 percent on the strength of light trucks, while Lexus fell 6.2 percent, ending a four-month stretch of increases. Only four Toyota light-truck nameplates—the 4Runner, Highlander, Grand Highlander and Sequoia—managed to post gains. Toyota’s two EVs, the bZ4X and Lexus RZ, continued to struggle, and overall electrified sales, driven mostly by hybrids, fell 6 percent to 93,082. Even so, hybrids still accounted for nearly 44 percent of Toyota’s U.S. volume last month.

Ford Motor Co. also saw a modest contraction. Companywide sales slipped 0.7 percent, with the Ford division down 0.2 percent and Lincoln off 12 percent—its fifth consecutive monthly decline. Ford’s EV results were notably weak: total battery-electric sales dropped 61 percent to 4,247, including a steep 72 percent fall for the F-150 Lightning and a 49 percent decline for the Mustang Mach-E. Hybrids again told a different story. Led by strong demand for the F-150, Escape and Maverick, Ford’s hybrid sales rose 14 percent to 16,301.

Honda Motor Co. posted the softest results among major Japanese automakers. Sales fell 15 percent as the Honda brand declined 17 percent and Acura slipped 1.4 percent. The company pointed to global semiconductor shortages—particularly at Nexperia—that have trimmed output and inventories. Honda ended November with 145,634 Honda-brand vehicles in stock, down from 169,063 a month earlier. Sales of the Honda Prologue EV dropped 87 percent, while the discontinued Acura ZDX plunged 98 percent.

Hyundai and Kia mirrored the broader industry divide between hybrids and full EVs. Hyundai sales dropped 2.3 percent to 74,289, marking its second straight monthly decline. Kia rose 2.7 percent to 72,002, its fifth consecutive month of gains. Both companies remain on pace to set U.S. sales records for 2025.

Hyundai posted double-digit gains for its three core crossovers—the Tucson, Santa Fe and Palisade—and reported that hybrid volume surged 42 percent to a record 20,288 units. EVs once again lagged: sales of the Ioniq 5 and Ioniq 6 fell 56 percent or more. Lower car volume also weighed on the brand. Still, Hyundai Motor America CEO Randy Parker said robust hybrid demand keeps the company on track for “record annual retail sales for the fifth consecutive year.”

Kia’s lineup delivered strong results for the K5 sedan, Carnival minivan and Sportage crossover, helping offset declines of 57 percent or more for the EV6 and EV9. The automaker expects to set an annual U.S. sales record for the third straight year and is preparing to launch a redesigned Telluride in early 2026, which will offer a hybrid powertrain for the first time. “Consumer demand shifts,” said Eric Watson, vice president of sales operations, are driving the company’s emphasis on hybrids.

Subaru, Mazda and Genesis saw mixed results. Subaru’s top sellers—the Crosstrek, Forester and Outback—all posted declines, pulling the brand down 3.3 percent for the month. Mazda deliveries slipped 1.5 percent to 32,909, its fifth straight monthly drop, as CX-70, CX-30 and Mazda3 sales weakened, and the company shifted away from lower-margin fleet sales. Genesis edged up 14 units to 8,017, its 14th consecutive month of year-over-year growth, helped by higher GV70 volume.

Here are the November 2025 sales results from the car companies that report monthly, versus November 2024:

1. Toyota: 180,990 Up 4%

2. Ford: 156,097 Flat

3. Honda: 91,582 Down -17%

4. Hyundai: 74,289 Down -2%

5. Kia: 72,002 Up 3%

6. Subaru: 52,081 Down -10%

7. Mazda: 32,909 Down -2%

8. Lexus: 31,782 Down -6%

9. Acura: 11,242 Down -1%

10. Volvo: 9,015 Down -26%

11. Lincoln: 8,134 Down -12%

12. Genesis: 8,017 Flat