Toyota Motor North America Reports September, Third Quarter 2025 U.S. Sales Results
Rhea-AI Summary
Toyota Motor North America (NYSE:TM) reported strong September 2025 U.S. sales, with total sales reaching 185,748 vehicles, up 14.2% from September 2024. The company achieved significant growth in electrified vehicle sales, which represented 45.8% of total sales volume with 85,092 units.
For Q3 2025, TMNA delivered 629,137 vehicles, marking a 15.9% increase year-over-year. Toyota Division sales rose 16.4% to 537,528 units, while Lexus Division grew 13.1% to 91,609 vehicles. Notably, electrified vehicle sales for Q3 reached 282,794 units, representing 44.9% of total volume.
The company now offers 30 electrified vehicle options across both Toyota and Lexus brands, maintaining among the lowest incentives among full-line manufacturers.
Positive
- Total sales increased 14.2% in September and 15.9% in Q3 2025
- Electrified vehicles reached 45.8% of total sales volume
- Toyota Division sales up 16.4% in Q3
- Lexus Division sales grew 19.4% in September
- Strong demand across lineup with quick inventory turnover
- Among lowest incentives among full-line manufacturers
Negative
- Some key models showed significant declines (Venza -99.8%, BZ -95.4%)
- Several hybrid models experienced sales decreases
- Tundra sales declined 13.9% in September
News Market Reaction 1 Alert
On the day this news was published, TM gained 0.39%, reflecting a mild positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
Third quarter electrified Toyota and Lexus sales make up over 47 percent of total sales volume
30 electrified vehicle options available between both Toyota and Lexus brands
For the third quarter, TMNA reported sales of 629,137 vehicles, up 15.9 percent on a volume basis and up 14.4 percent on a DSR basis versus the third quarter of 2024. Sales of electrified vehicles for the third quarter totaled 282,794 up 10.5 percent on a volume basis and up 9.1 percent on a DSR basis representing 44.9 percent of total sales volume.
Toyota division posted September sales of 158,959 vehicles, up 13.4 percent on a volume basis and up 8.7 percent on a DSR basis. For the quarter, Toyota division reported sales of 537,528 vehicles, up 16.4 percent on a volume basis and up 14.9 percent on a DSR basis.
Lexus division posted September sales of 26,789 vehicles, up 19.4 percent on a volume basis and up 14.4 percent on a DSR basis. For the quarter, Lexus division reported sales of 91,609 vehicles, up 13.1 percent on a volume basis and up 11.6 percent on a DSR basis.
"Strong customer demand continues across our entire lineup, and vehicles are selling as fast as we build them," said Andrew Gilleland, senior vice president at Toyota Motor North America. "As we gear up for the next-generation RAV4, the current model remains a customer favorite. Our multi-pathway powertrain strategy is also driving steady growth, with electrified vehicles nearing
September and Third Quarter 2025 Highlights (volume basis unless otherwise noted)
TMNA:
- September sales up 14.2 percent
- September electrified vehicle sales of 85,092, up 8.1 percent; represents 45.8 percent of total sales volume
- Third quarter sales up 15.9 percent
- Third quarter electrified vehicle sales of 282,794, up 10.5 percent; represents 44.9 percent of total sales volume
- 30 total electrified vehicles currently available in dealerships between both the Toyota and Lexus brands
- Among the lowest incentives among full-line manufacturers
Toyota Division:
- September sales up 13.4 percent
- September electrified vehicle sales of 76,196, up 7.8 percent
- Third quarter sales up 16.4 percent
- Third quarter electrified vehicle sales of 251,821, up 10.8 percent
Lexus Division:
- September sales up 19.4 percent
- September electrified vehicle sales of 8,896, up 11.2 percent
- Third quarter sales up 13.1 percent
- Third quarter electrified vehicle sales of 30,973, up 8.6 percent
About Toyota
Toyota (NYSE:TM) has been a part of the cultural fabric in the
Toyota directly employs nearly 48,000 people in the
Through its Driving Possibilities initiative, the Toyota
For more information about Toyota, visit www.ToyotaNewsroom.com.
Media contact:
Derrick Brown
derrick.brown@toyota.com
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TOYOTA |
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September 2025 |
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-- CURRENT MONTH -- |
-- CALENDAR YEAR TO DATE -- |
||||||
|
|
2025 |
2024 |
DSR % |
VOL % |
2025 |
2024 |
DSR % |
VOL % |
|
TOTAL TMNA |
185,748 |
162,595 |
9.5 |
14.2 |
1,865,876 |
1,729,519 |
8.4 |
7.9 |
|
TOTAL TOYOTA DIV. |
158,959 |
140,152 |
8.7 |
13.4 |
1,595,301 |
1,481,319 |
8.2 |
7.7 |
|
TOTAL LEXUS DIV. |
26,789 |
22,443 |
14.4 |
19.4 |
270,575 |
248,200 |
9.5 |
9 |
|
COROLLA |
18,457 |
15,761 |
12.2 |
17.1 |
179,983 |
177,092 |
2.1 |
1.6 |
|
SUPRA |
221 |
217 |
-2.4 |
1.8 |
2,009 |
2,329 |
-13.4 |
-13.7 |
|
GR86 (INCL FR-S) |
652 |
498 |
25.5 |
30.9 |
8,107 |
9,643 |
-15.6 |
-15.9 |
|
MIRAI |
45 |
30 |
43.8 |
50.0 |
157 |
346 |
-54.4 |
-54.6 |
|
CROWN |
1,139 |
819 |
33.3 |
39.1 |
8,689 |
17,434 |
-49.9 |
-50.2 |
|
PRIUS |
3,813 |
5,255 |
-30.5 |
-27.4 |
46,777 |
28,642 |
64 |
63.3 |
|
CAMRY |
24,521 |
22,934 |
2.5 |
6.9 |
234,426 |
227,576 |
3.5 |
3 |
|
TOTAL TOYOTA DIV. CAR |
48,849 |
45,515 |
2.9 |
7.3 |
480,151 |
463,074 |
4.1 |
3.7 |
|
IS |
1,429 |
1,168 |
17.2 |
22.3 |
14,668 |
14,391 |
2.4 |
1.9 |
|
RC |
97 |
112 |
-17.0 |
-13.4 |
1,080 |
1,370 |
-20.8 |
-21.2 |
|
ES |
3,208 |
2,873 |
7.0 |
11.7 |
29,788 |
30,284 |
-1.2 |
-1.6 |
|
LS |
44 |
150 |
-71.9 |
-70.7 |
894 |
1,706 |
-47.4 |
-47.6 |
|
LC |
50 |
102 |
-53.0 |
-51.0 |
1,004 |
1,294 |
-22.1 |
-22.4 |
|
TOTAL LEXUS DIV. CAR |
4,828 |
4,405 |
5.0 |
9.6 |
47,434 |
49,049 |
-2.9 |
-3.3 |
|
TOTAL TMNA CAR |
53,677 |
49,920 |
3.0 |
7.5 |
527,585 |
512,123 |
3.5 |
3 |
|
BZ |
61 |
1,324 |
-95.6 |
-95.4 |
12,264 |
13,577 |
-9.3 |
-9.7 |
|
RAV4 |
36,599 |
31,296 |
12.1 |
16.9 |
358,134 |
350,331 |
2.7 |
2.2 |
|
COROLLA CROSS |
6,386 |
6,282 |
-2.6 |
1.7 |
73,341 |
67,674 |
8.8 |
8.4 |
|
CROWN SIGNIA |
1,057 |
1,711 |
-40.8 |
-38.2 |
16,277 |
2,281 |
616.7 |
613.6 |
|
VENZA |
4 |
1,748 |
-99.8 |
-99.8 |
703 |
29,790 |
-97.6 |
-97.6 |
|
HIGHLANDER |
4,083 |
5,060 |
-22.7 |
-19.3 |
42,677 |
77,287 |
-44.5 |
-44.8 |
|
GRAND HIGHLANDER |
10,494 |
10 |
100,000.0 |
105,000.0 |
99,833 |
55,410 |
81 |
80.2 |
|
4RUNNER |
8,844 |
5,745 |
12.0 |
16.9 |
67,001 |
89,191 |
-39.9 |
-40.1 |
|
SEQUOIA |
2,036 |
1,854 |
5.2 |
9.8 |
18,486 |
19,290 |
-3.7 |
-4.2 |
|
LAND CRUISER |
2,145 |
3,059 |
-32.8 |
-29.9 |
35,146 |
18,296 |
92.9 |
92.1 |
|
TOTAL TOYOTA DIV. SUV |
71,709 |
58,089 |
18.3 |
23.4 |
723,865 |
723,128 |
0.5 |
0.1 |
|
SIENNA |
7,802 |
6,665 |
12.2 |
17.1 |
75,876 |
50,789 |
50.0 |
49.4 |
|
TACOMA |
20,392 |
18,027 |
8.4 |
13.1 |
204,464 |
126,805 |
61.9 |
61.2 |
|
TUNDRA |
10,207 |
11,856 |
-17.5 |
-13.9 |
110,945 |
117,523 |
-5.2 |
-5.6 |
|
TOTAL TOYOTA DIV. PICKUP |
30,599 |
29,883 |
-1.9 |
2.4 |
315,409 |
244,328 |
29.7 |
29.1 |
|
TOTAL TOYOTA DIV. TRUCK |
110,110 |
94,637 |
11.5 |
16.3 |
1,115,150 |
1,018,245 |
10.0 |
9.5 |
|
UX |
426 |
402 |
1.6 |
6.0 |
6,899 |
6,881 |
0.7 |
0.3 |
|
NX |
5,192 |
5,034 |
-1.2 |
3.1 |
57,256 |
53,515 |
7.5 |
7.0 |
|
RZ |
86 |
523 |
-84.2 |
-83.6 |
5,339 |
8,381 |
-36.0 |
-36.3 |
|
RX |
8,682 |
8,590 |
-3.1 |
1.1 |
80,427 |
83,341 |
-3.1 |
-3.5 |
|
TX |
4,418 |
1 |
423000.0 |
442000.0 |
39,546 |
21,315 |
86.3 |
85.5 |
|
GX |
2,602 |
3,022 |
-17.5 |
-13.9 |
28,244 |
20,906 |
35.7 |
35.1 |
|
LX |
555 |
466 |
14.1 |
19.1 |
5,430 |
4,812 |
13.3 |
12.8 |
|
TOTAL LEXUS DIV. TRUCK |
21,961 |
18,038 |
16.7 |
21.7 |
223,141 |
199,151 |
12.5 |
12.0 |
|
TOTAL TMNA TRUCK |
132,071 |
112,675 |
12.3 |
17.2 |
1,338,291 |
1,217,396 |
10.4 |
9.9 |
|
Selling Days |
24 |
23 |
|
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229 |
230 |
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DSR = Daily Selling Rate |
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TOYOTA |
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September 2025 |
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-- CURRENT MONTH -- |
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-- CALENDAR YEAR TO DATE -- |
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|
2025 |
2024 |
DSR % |
VOL% |
2025 |
2024 |
DSR % |
VOL% |
|
TOYOTA PRIUS HYBRID |
2,111 |
3,832 |
-47.2 |
-44.9 |
34,237 |
20,331 |
69.1 |
68.4 |
|
TOYOTA PRIUS PLUG-IN HYBRID |
1,702 |
1,423 |
14.6 |
19.6 |
12,540 |
8,311 |
51.5 |
50.9 |
|
TOYOTA COROLLA HYBRID |
2,365 |
3,048 |
-25.6 |
-22.4 |
37,135 |
40,152 |
-7.1 |
-7.5 |
|
TOYOTA CAMRY HYBRID |
24,516 |
22,905 |
2.6 |
7.0 |
234,369 |
122,989 |
91.4 |
90.6 |
|
TOYOTA MIRAI |
45 |
30 |
43.8 |
50.0 |
157 |
346 |
-54.4 |
-54.6 |
|
TOYOTA CROWN |
1,139 |
819 |
33.3 |
39.1 |
8,689 |
17,434 |
-49.9 |
-50.2 |
|
TOYOTA SIENNA HYBRID |
7,801 |
6,663 |
12.2 |
17.1 |
75,867 |
50,769 |
50.1 |
49.4 |
|
TOYOTA 4RUNNER HYBRID |
2,127 |
0 |
0 |
0 |
13,600 |
0 |
0 |
0 |
|
TOYOTA HIGHLANDER HYBRID |
1,771 |
2,424 |
-30.0 |
-26.9 |
19,842 |
15,992 |
24.6 |
24.1 |
|
TOYOTA GRAND HIGHLANDER HYBRID |
5,329 |
10 |
50,970.0 |
53,190.0 |
48,563 |
20,592 |
136.9 |
135.8 |
|
TOYOTA SEQUOIA HYBRID |
2,036 |
1,853 |
5.3 |
9.9 |
18,486 |
19,286 |
-3.7 |
-4.1 |
|
TOYOTA LAND CRUISER HYBRID |
2,145 |
3,059 |
-32.8 |
-29.9 |
35,146 |
18,296 |
92.9 |
92.1 |
|
TOYOTA BZ4X BEV |
61 |
1,324 |
-95.6 |
-95.4 |
12,264 |
13,577 |
-9.3 |
-9.7 |
|
TOYOTA RAV4 HYBRID |
12,830 |
12,761 |
-3.6 |
0.5 |
139,446 |
152,328 |
-8.1 |
-8.5 |
|
TOYOTA RAV4 PLUG-IN HYBRID |
1,952 |
2,081 |
-10.1 |
-6.2 |
16,776 |
24,580 |
-31.5 |
-31.7 |
|
TOYOTA COROLLA CROSS HYBRID |
2,214 |
2,112 |
0.5 |
4.8 |
24,594 |
25,259 |
-2.2 |
-2.6 |
|
TOYOTA CROWN SIGNIA |
1,057 |
1,711 |
-40.8 |
-38.2 |
16,277 |
2,281 |
616.7 |
613.6 |
|
TOYOTA VENZA HYBRID |
4 |
1,748 |
-99.8 |
-99.8 |
703 |
29,790 |
-97.6 |
-97.6 |
|
TOYOTA TACOMA HYBRID |
2,354 |
1,506 |
49.8 |
56.3 |
22,773 |
4,526 |
405.4 |
403.2 |
|
TOYOTA TUNDRA HYBRID |
2,637 |
1,374 |
83.9 |
91.9 |
22,065 |
33,679 |
-34.2 |
-34.5 |
|
LEXUS ES HYBRID |
1,472 |
1,394 |
1.2 |
5.6 |
13,671 |
12,979 |
5.8 |
5.3 |
|
LEXUS UX HYBRID |
426 |
402 |
1.6 |
6.0 |
6,899 |
6,881 |
0.7 |
0.3 |
|
LEXUS LX HYBRID |
261 |
0 |
0 |
0 |
1,987 |
0 |
0 |
0 |
|
LEXUS NX HYBRID |
2,089 |
1,786 |
12.1 |
17.0 |
23,002 |
19,485 |
18.6 |
18.0 |
|
LEXUS NX PLUG-IN HYBRID |
289 |
384 |
-27.9 |
-24.7 |
5,658 |
4,866 |
16.8 |
16.3 |
|
LEXUS RZ BEV |
86 |
523 |
-84.2 |
-83.6 |
5,339 |
8,381 |
-36.0 |
-36.3 |
|
LEXUS RX HYBRID |
2,915 |
3,130 |
-10.7 |
-6.9 |
29,546 |
30,105 |
-1.4 |
-1.9 |
|
LEXUS RX PLUG-IN HYBRID |
412 |
372 |
6.1 |
10.8 |
4,733 |
2,819 |
68.6 |
67.9 |
|
LEXUS TX HYBRID |
858 |
3 |
27,308.0 |
28,500.0 |
7,311 |
3,549 |
106.9 |
106.0 |
|
LEXUS TX PLUG-IN HYBRID |
83 |
2 |
3,877.0 |
4,050.0 |
689 |
383 |
80.7 |
79.9 |
|
LEXUS LS HYBRID |
5 |
3 |
59.7 |
66.7 |
34 |
77 |
-55.7 |
-55.8 |
|
LEXUS LC HYBRID |
0 |
1 |
-100 |
-100 |
9 |
14 |
-35.4 |
-35.7 |
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TOTAL TMNA Electrified Vehicles |
85,092 |
78,683 |
3.6 |
8.1 |
892,408 |
710,060 |
26.2 |
25.7 |
|
TOTAL TOYOTA Electrified Vehicles |
76,196 |
70,683 |
3.3 |
7.8 |
793,530 |
620,521 |
28.4 |
27.9 |
|
TOTAL LEXUS Electrified Vehicles |
8,896 |
8,000 |
6.6 |
11.2 |
98,878 |
89,539 |
10.9 |
10.4 |
|
TOTAL TMNA SALES RATIO |
45.8 % |
48.4 % |
|
|
47.8 % |
41.1 % |
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Selling Days |
24 |
23 |
|
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229 |
230 |
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SOURCE Toyota Motor North America