Toyota's Sales Surge: 2025 Review Highlights EV Growth and Market Innovations

Toyota Motor North America Reports Strong 2025 U.S. Sales

In a recent announcement, Toyota Motor North America (TMNA) disclosed that their U.S. sales for the fiscal year ending 2025 reached an impressive 2,518,071 vehicles. This marks an 8.0% increase in sales volume and an 8.3% boost in daily sales rates when compared to 2024. The company's focus on electric vehicles has notably strengthened, with sales for the year totaling 1,183,248 vehicles—a remarkable 17.6% increase, accounting for 47.0% of total sales.

"We are very grateful for the positive response from our Toyota customers in 2025, reflecting our deep commitment to affordability and variety," stated Andrew Gilleland, Senior Vice President of the Automotive Operations Group at TMNA. The success of staple models such as the Camry and Corolla, alongside a diverse lineup of vehicles priced from $30,000, indicates strong customer demand for accessible options. Moreover, this momentum has also been propelled by popular electric vehicles, the consistently favored RAV4, and the newly redesigned Tacoma.

Quarterly Highlights

For the fourth quarter, TMNA reported sales of 652,195 vehicles, an 8.1% increase in both volume and daily sales rates compared to the same quarter in the previous year. Electric vehicles constituted a significant portion of this volume, with 290,840 units sold, although this reflects a slight drop of 1.9% in terms of daily sales rates. Within December alone, TMNA's sales reached 231,513 vehicles, showing a strong 10.3% year-on-year growth.

The Toyota division alone accumulated sales of 2,147,811 vehicles by the end of 2025, with a daily sales rate increase of 8.4%. This division also noted sales figures for the fourth quarter at 552,510 vehicles, growing 9.3% from 2024. In December, Toyota’s division celebrated an 11.8% increase, selling 193,280 units.

Conversely, the Lexus division reported its best annual sales in history, with 370,260 units sold in 2025, marking a 7.1% improvement. For the fourth quarter, Lexus sold 99,685 units for a modest 2.3% increase compared to the previous year. Even in December, Lexus maintained momentum with a 3.2% growth, resulting in sales of 38,233 vehicles.

Electric Vehicle Push

In 2025, TMNA expanded its electric vehicle offerings to 30 models, signifying a substantial investment in this category. As part of its commitment to North America, Toyota unveiled its first battery plant in the U.S. located in North Carolina, a project worth nearly $14 billion aimed at creating up to 5,100 jobs. Additionally, $912 million was designated for investments across five manufacturing facilities, generating 252 new jobs, aligning with Toyota's pledge to invest $10 billion in the United States over the next five years.

The electric vehicle landscape was also bright for the Toyota division, with sales hitting 1,051,397 units in 2025, reflecting a robust 19.0% increase in volume and 49.0% of total sales. Lexus also contributed positively, with electric vehicle sales reaching a record 131,851 units—an increase of 7.2%, amounting to 35.6% of the division's total sales.

Conclusion

Overall, 2025 demonstrated a pivotal year for Toyota Motor North America, showcasing resilience amid market challenges and a significant pivot towards electric mobility. As the automotive landscape evolves rapidly, customers’ preferences are shifting toward sustainability and variety. Toyota is committed to meeting this demand while continuing to innovate and invest in North America's automotive future.

For more information about Toyota's 2025 performance, visit www.ToyotaNewsroom.com.