by Calculated Threat on 10/02/2025 08:11:00 AM
Be aware: Heavy truck gross sales won’t be out there from the BEA in the course of the shutdown.
Omida reported that mild car gross sales had been at 16.4 million in September on a seasonally adjusted annual charge foundation (SAAR).
This was up 2% from the gross sales charge in August, and up 4% from September 2024.
Click on on graph for bigger picture.
This graph reveals mild car gross sales since 2006 from the BEA (blue) via July (purple).
Automobile gross sales had been over 17 million SAAR in March and April as customers rushed to “beat the tariffs”.
Then gross sales had been depressed in Might and June.
The second graph reveals mild car gross sales for the reason that BEA began preserving information in 1967.
A stable September was anticipated, however there may be concern about gross sales in This fall. Earlier, from Haig Stoddard at Omdia (pay website): US Gentle Automobile Gross sales in September Monitoring to One other Acquire as Auto Trade Casts a Cautious Eye on 4Q
September US light-vehicle gross sales will proceed the market power seen all 12 months, however all eyes are on the fourth quarter as tariff-related pull-ahead quantity dissipates, EV credit disappear, and automakers worth their ’26 fashions.
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