General Motors led the U.S. auto industry in sales for 2025, reporting a 6% increase for the full year. The company noted strong portfolio performance, including leading the full-size pickup truck segment for the sixth consecutive year. GM also maintained leadership in the full-size SUV market for the 51st year. All four of the company's brands experienced sales growth during the period.
These strong annual results were tempered by a 7% sales decline in the fourth quarter compared to the same period in 2024. Furthermore, GM extended a production pause at its Flint, Michigan, assembly plant through January 26. This adjustment resulted in extended temporary layoffs for approximately 5,000 employees.
Analysts are currently assessing GM’s valuation following a strong run-up in its share price over the last year. The stock saw a slight dip in early trading on January 5, 2026. Investors are digesting the mixed results, which pair a record year with a slowing fourth quarter and ongoing production adjustments.