September 2025 proved to be a transformative month for the automotive industry, marked by significant shifts in sales trends, production challenges, and strategic decisions that will influence the sector for years to come.
Surge in U.S. Electric Vehicle Sales
The expiration of the $7,500 federal EV tax credit on September 30 prompted a surge in electric vehicle (EV) sales across the United States. According to Cox Automotive, Q3 2025 witnessed a record 410,000 EVs sold, a 21.1% increase year-over-year, accounting for nearly 10% of all new vehicle sales. Notable performers included the Hyundai Ioniq 5, Chevrolet Equinox EV, and Volkswagen ID.4, with sales increases of 90%, 157%, and 176%, respectively. Resource
Jaguar Land Rover Faces Cyberattack Fallout
Jaguar Land Rover (JLR) experienced a significant cyberattack on August 31, leading to a global shutdown of its manufacturing and retail operations. The UK government responded by underwriting a £1.5 billion loan guarantee to support JLR's recovery and its extensive supply chain. Production is expected to resume in stages starting in early October, with the Wolverhampton engine plant among the first to reopen. Resource
U.S. Tariffs Impact European Truck Manufacturers
Shares of Daimler Truck and Traton fell following U.S. President Donald Trump's announcement of a 25% tariff on imports of heavy-duty trucks, effective October 1. Analysts estimate that Daimler Truck could incur losses between €700–800 million, though price adjustments may mitigate some of the impact. In contrast, Volvo Group, which manufactures trucks domestically in the U.S., saw its shares rise by 2.9%. Resource
Subaru's Sales Performance
Subaru of America reported 46,007 vehicle sales in September 2025, a 2.1% decrease year-over-year. The Crosstrek remained the top seller for the fifth consecutive month, with 14,321 units sold. Despite the overall decline, Subaru anticipates growth with the upcoming release of the 2026 Crosstrek Hybrid, redesigned Solterra EV, and new Forester Wilderness. Resource
Zeekr Group's Global Expansion
Zeekr Group, a leading Chinese new energy vehicle manufacturer, delivered 51,159 vehicles in September 2025, marking an 8.5% increase year-over-year. The Zeekr brand delivered 18,257 vehicles, while Lynk & Co delivered 32,902 units. This growth underscores Zeekr's expanding presence in the global electric vehicle market
Lexus Bids Farewell to the LS Sedan
Lexus announced the discontinuation of its flagship LS sedan after more than 35 years. The 2026 LS 500 AWD Heritage Edition, limited to 250 units in the U.S., serves as a final tribute to the model. The decision reflects shifting consumer preferences towards SUVs and the absence of electrified variants in the LS lineup. Resource
U.S. Auto Sales Maintain Momentum
U.S. new-vehicle sales in September 2025 reached 1.23 million units, maintaining a seasonally adjusted annual rate (SAAR) of 16.2 million. This performance indicates a resilient market, with strong demand for electric vehicles and a favorable economic environment-supporting consumer spending. Resource
September 2025 was a month of significant developments in the automotive industry, highlighting the sector's adaptability and the ongoing shift towards electrification and technological advancement.