The inventory of new GM vehicles at dealerships – including vehicles in transit to dealers – dropped by 9.5 percent in the second quarter (Q2) of 2025, according to inventory data from The General.
As of June 2025, 525,918 new vehicles were in stock or in transit. This represents a 9.5 percent decrease year-over-year compared to the same time period in 2024 and a 4.3 percent drop from Q1 2025, when 549,312 units were in stock or in transit as of March 2025.
“The investments we have made in our crossovers, SUVs, and pickups – both gas and electric – along with great execution by our employees, suppliers, and dealers, have made GM the engine of growth for the U.S. industry this year,” said GM President of North America Duncan Aldred.
Deliveries are up year over year with a seven percent increase in Q2 2025 and a 12 percent boost in the first half of 2025 compared to the same periods in 2024. GM’s growth outpaced U.S. auto sales as a whole, which grew four percent in H1 2025.
Buick deliveries rose 19 percent relative to last year, with the Buick Envista selling the most units at 16,093 and the Buick Encore GX in second place with 15,570 units. Cadillac sales grew a more modest 15.3 percent, led by 11,692 deliveries of the Cadillac Escalade and 6,374 Cadillac XT5 crossovers sold.
Chevy sales grew by 5.8 percent for the quarter, with the Chevy Silverado being the most popular model with 156,481 deliveries and the Chevy Trax grabbing second place with 60,572 units sold. GMC deliveries rose 6.3 percent, spearheaded by 89,117 GMC Sierra units and 24,866 GMC Yukon units.
GM also listed several other highlights of the company’s performance in Q2. These include the industry lead in full-size truck sales for the sixth consecutive year, an approximately 60 percent market share for its full-size SUV models, and best-ever crossover sales.
General Motors underlined its growing EV sales as a particularly bright spot. Deliveries of its electric vehicles soared 111 percent year-over-year for the second quarter. A total of 46,280 electric vehicle units were sold during the three-month period, or about 6.1 percent of total GM deliveries. Behind Tesla, GM is the number-two selling EV automaker in the U.S., and Chevy is the number-two EV brand.
The General also pointed to its $4 billion investment in U.S. manufacturing, which it says will help to meet demand for full-size SUVs. The investment specifically applies to three plants: Orion Assembly in Michigan, Fairfax Assembly in Kansas, and Spring Hill Manufacturing in Tennessee. Orion Assembly will produce the next generation of full-size trucks and SUVs, Fairfax will build the ICE-powered Chevy Equinox, the next-gen Chevy Bolt EV, and thus-unnamed affordable EVs, and Spring Hill will be home to a refreshed or redesigned ICE-powered Chevy Blazer.
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Yes, I have been noticing for a while that the dealer lots near me are almost empty of new vehicles. Why can’t GM build more???