GM maintains lead in US sales in Q1, with March boosting recovery

GM leads first-quarter sales in the US, with a 9.7% YoY decline and recovery in March, according to official data.

First-quarter overview

General Motors maintained its lead in US sales in the first quarter, supported by a recovery in March following a start to the year affected by winter storms.

GM sold 626,429 vehicles during the period, a 9.7% drop compared to the same interval in 2025. The industry is expected to face a similar decline, as year-over-year comparisons were distorted by an exceptionally high sales rate in March 2025, when the seasonally adjusted annual rate (SAAR) exceeded 18 million units.

According to Duncan Aldred, Vice President and President of GM North America, sales showed improvement after the January storms, with March being a much stronger month. The company reinforces its positioning thanks to operational discipline and a value portfolio, which ranges from affordable SUVs to premium vehicles and trucks.

Highlights by brand

• Record retail market share for GMC, driven by sales of Canyon and Terrain models
• Cadillac maintains leadership in the luxury EV segment, with EV sales increasing by approximately 20%
• Best quarter for fleet sales since 2020

Overall, GM expanded its share of full-size pickups and remains the second-largest EV seller in the market.

In addition, GM offers a portfolio featuring Chevrolet and Buick vehicles with a starting price of around $30,000 or less.

This is a topic of interest for consumers and investors. What do you think will drive GM's performance in the coming months? Leave your comment below with your thoughts on GM's performance in 2026.