Posted by Liana Harrow
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Leading with 2.2 million U.S. sales
Sales VolumeSecond place with 1.9 million U.S. sales
Sales VolumeThird place with 1.1 million U.S. sales
Sales VolumeMetric | General Motors | Ford Motor Company | Tesla Inc. |
---|---|---|---|
U.S. Vehicle Sales (Units) | 2,200,000 | 1,900,000 | 1,100,000 |
2024 Revenue (USD Billion) | $164 | $158 | $95 |
EV Share of Sales (%) | 16% | 14% | 65% |
Top Selling Model | Silverado | F-Series | Model Y |
Battery Production Capacity (GWh) | 30 (US sites) | 25 (planned) | 35 (Gigafactory Berlin & Texas) |
GM: 2.2M | Ford: 1.9M | Tesla: 1.1M
GM: $164B | Ford: $158B | Tesla: $95B
GM: 16% | Ford: 14% | Tesla: 65%
General Motors leads in overall sales volume with a strong presence in trucks and SUVs. Ford maintains its position through truck dominance and aggressive EV investments. Tesla stands out with the highest EV adoption rate, leveraging its brand appeal and supercharger network.
All three companies are investing heavily in battery production and autonomous technology to maintain their competitive edge in the rapidly evolving electric vehicle market.
Ever wonder which American brands dominate the roads and the balance sheets in 2025? The answer isn’t just about shiny headlines - it boils down to sales volume, revenue, and how fast each company is shifting to electric power. Below you’ll get the skinny on the three biggest players, why they matter, and what the next few years could look like.
We focused on three concrete metrics that matter to buyers, investors, and policymakers:
Data comes from the 2024Fiscal Year reports released by each automaker and the United States Department of Transportation’s annual vehicle registration summary.
GM posted 2.2million U.S. vehicle deliveries in 2024, the highest of any domestic brand. Revenue topped $164billion, driven by its Chevrolet, GMC, and Cadillac twins. EVs made up about 16% of its U.S. sales, thanks to the Chevrolet BoltEV and the upcoming SilveradoEV pickup.
Why GM stays on top:
Ford moved 1.9million U.S. units in 2024, placing it solidly in second place. Revenue reached $158billion. The F‑Series and Ranger pickups, plus the Explorer SUV, still dominate the profit line, while the MustangMach‑E and the upcoming F‑150Lightning push its EV share to roughly 14%.
Key strengths:
Tesla’s U.S. deliveries hit 1.1million in 2024, enough for third place overall and first among pure EV makers. Revenue stood at $95billion, bolstered by software upgrades and energy‑storage sales. EVs represent a staggering 65% of Tesla’s total U.S. volume - the highest share of any major automaker.
What keeps Tesla ahead:
Metric | General Motors | Ford Motor Company | Tesla Inc. |
---|---|---|---|
U.S. vehicle sales (units) | 2,200,000 | 1,900,000 | 1,100,000 |
2024 Revenue (USDbillion) | 164 | 158 | 95 |
EV share of U.S. sales (%) | 16 | 14 | 65 |
Top‑selling model (2024) | Silverado | F‑Series | ModelY |
Battery production capacity (GWh) | 30 (US sites) | 25 (planned) | 35 (GigafactoryBerlin & Texas) |
All three firms are betting big on electrification, but the paths differ. GM’s “Zero‑Crash” and “Ultium” battery platforms aim for a fully electric lineup by 2035. Ford’s “Modele” strategy targets 40% EV sales by 2030, with the F‑150Lightning as the flagship. Tesla, already a leader, is expanding its “Full Self‑Driving” (FSD) subscription and rolling out the next‑gen PlatformX battery, promising 500‑mile ranges.
Supply‑chain hiccups - especially semiconductor shortages - remain a wildcard. Yet the Inflation Reduction Act’s tax credits (still in effect through 2025) give a financial nudge that could push EV adoption past the 25% threshold in the U.S. market.
For consumers, the takeaway is clear: the biggest American brands are all shifting toward electric power, so the next used‑car lot you browse will likely feature more EVs, regardless of the badge.
General Motors leads the pack with about 2.2million U.S. vehicle deliveries in 2024, making it the highest‑selling domestic brand.
Yes. Tesla accounted for roughly 65% of all electric‑vehicle sales in the U.S. during 2024, far outpacing any traditional automaker’s EV volume.
Electric models - mainly the Mustang Mach‑E and the early‑stage F‑150 Lightning deliveries - represented about 14% of Ford’s total U.S. sales in 2024.
Supply‑chain instability (especially semiconductors), tightening emissions regulations, and the immense capital required to build domestic battery plants are the top hurdles.
If they continue heavy investment in EV platforms and maintain strong dealer networks, the legacy brands are well‑positioned to retain most of their share. Tesla’s lead could narrow as GM and Ford roll out high‑volume electric trucks.