(Alliance News) - The US automotive market is expected to close out 2025 with results surpassing expectations, Milano Finanza reported on Tuesday.
According to Reuters, citing analysts' forecasts, total vehicle registrations are projected to rise by around 2% to 16 million units, despite a complex environment marked by regulatory uncertainties, unpredictable tariffs, and the end of the USD7,500 federal incentives for electric vehicles. In this generally positive scenario, Stellantis stands out as the sole negative exception among the major manufacturers.
The group led by Antonio Filosa is expected to finish 2025 in the US with approximately 1.26 million vehicles sold, down 3% from over 1.3 million in 2024. Its market share is thus set to fall to 7.6% from 8.1%, pushing Stellantis to sixth place in the US ranking, behind General Motors, Toyota Motor, Ford Motor, Hyundai Motor, and Honda Motor. Among the top six groups, Stellantis is the only one to post a year-on-year decline, despite a 4% recovery in the fourth quarter, marking its second consecutive quarter of growth.
On top of sales difficulties, there is the issue of excess inventory. At the end of November 2025, total inventory in the US surpassed 3 million vehicles, levels not seen in a year. Stellantis, according to MF, is among the most exposed manufacturers: Cox Automotive data shows that Jeep and Ram brands have the highest inventory levels on the US market, with coverage exceeding 125 days of sales for both.
By Antonio Di Giorgio, Alliance News reporter
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