AGÕæÈ˹ٷ½

STOCK TITAN

S&P Global Mobility projects moderate U.S. auto sales for June 2025 at 1.27 million units

Rhea-AI Impact
(Low)
Rhea-AI Sentiment
(Neutral)
Tags

S&P Global (NYSE:SPGI) projects U.S. light vehicle sales for June 2025 to reach 1.27 million units, representing a seasonally adjusted annual rate (SAAR) of 15.6 million units. This follows May's SAAR of 15.7 million units, indicating a continued moderation in sales pace after stronger March-April results.

The automotive market faces challenges with new vehicle affordability concerns expected to worsen in the second half of the year due to potential upward pricing adjustments and tariff impacts. Battery electric vehicle (BEV) sales share is projected at 7% for June, showing moderation from January's peak of over 8%.

Light truck SAAR is estimated at 13.0 million units, while passenger car SAAR stands at 2.6 million units. The June forecast reflects fewer selling days (24) compared to both June 2024 (26 days) and May 2025 (27 days).

S&P Global (NYSE:SPGI) prevede che le vendite di veicoli leggeri negli Stati Uniti per giugno 2025 raggiungeranno 1,27 milioni di unità, corrispondenti a un tasso annualizzato corretto per la stagionalità (SAAR) di 15,6 milioni di unità. Questo segue il SAAR di maggio pari a 15,7 milioni di unità, indicando un rallentamento nella velocità delle vendite dopo i risultati più forti di marzo-aprile.

Il mercato automobilistico affronta sfide legate a preoccupazioni sull'accessibilità dei nuovi veicoli, che si prevede peggioreranno nella seconda metà dell'anno a causa di possibili aumenti dei prezzi e impatti tariffari. La quota di vendite di veicoli elettrici a batteria (BEV) è stimata al 7% per giugno, mostrando un calo rispetto al picco di oltre l'8% di gennaio.

Il SAAR per i veicoli commerciali leggeri è stimato a 13,0 milioni di unità, mentre quello per le autovetture è di 2,6 milioni di unità. La previsione per giugno riflette un numero inferiore di giorni di vendita (24) rispetto a giugno 2024 (26 giorni) e maggio 2025 (27 giorni).

S&P Global (NYSE:SPGI) proyecta que las ventas de vehículos ligeros en Estados Unidos para junio de 2025 alcancen 1,27 millones de unidades, lo que representa una tasa anual ajustada estacionalmente (SAAR) de 15,6 millones de unidades. Esto sigue a una SAAR de 15,7 millones en mayo, indicando una moderación continua en el ritmo de ventas tras los resultados más fuertes de marzo-abril.

El mercado automotriz enfrenta desafíos con preocupaciones sobre la asequibilidad de vehículos nuevos, que se espera empeoren en la segunda mitad del año debido a posibles ajustes al alza en los precios y el impacto de aranceles. La participación de ventas de vehículos eléctricos de batería (BEV) se proyecta en 7% para junio, mostrando una moderación desde el pico de más del 8% en enero.

El SAAR de camiones ligeros se estima en 13,0 millones de unidades, mientras que el de automóviles de pasajeros es de 2,6 millones de unidades. La previsión para junio refleja menos días de venta (24) en comparación con junio de 2024 (26 días) y mayo de 2025 (27 días).

S&P Global (NYSE:SPGI)ëŠ� 2025ë…� 6ì›� 미국 경차 íŒë§¤ëŸ‰ì´ 127ë§� 대ì—� 달할 것으ë¡� 예ìƒí•˜ë©°, ì´ëŠ” 계절 ì¡°ì • 연율(SAAR)ë¡� 1560ë§� 대ì—� 해당합니ë‹�. ì´ëŠ” 5ì›”ì˜ SAAR 1570ë§� 대ì—� ì´ì–´ 3~4ì›� 강한 ì‹¤ì  ì´í›„ íŒë§¤ ì†ë„ì� 완만í•� 둔화ë¥� 나타냅니ë‹�.

ìžë™ì°� ì‹œìž¥ì€ ì‹ ì°¨ 구매 ë¶€ë‹� 우려가 하반ê¸� ê°€ê²� ì¸ìƒ 가능성ê³� ê´€ì„� ì˜í–¥ìœ¼ë¡œ ì•…í™”ë� 것으ë¡� 예ìƒë˜ëŠ” ë„ì „ì—� ì§ë©´í•� 있습니다. ë°°í„°ë¦� 전기ì°�(BEV) íŒë§¤ ë¹„ì¤‘ì€ 6ì›”ì— 7%ë¡� 예ìƒë˜ë©°, 1ì›”ì˜ 8% ì´ìƒ 최고치ì—ì„� 다소 완화ë� 수치입니ë‹�.

경트ëŸ� SAARì€ 1300ë§� 대ë¡� 추정ë˜ë©°, 승용ì°� SAARì€ 260ë§� 대입니ë‹�. 6ì›� ì „ë§ì€ 2024ë…� 6ì›�(26ì�)ê³� 2025ë…� 5ì›�(27ì�)ì—� 비해 íŒë§¤ì� 수가 ì ì€ 24ì¼ìž„ì� ë°˜ì˜í•©ë‹ˆë‹�.

S&P Global (NYSE:SPGI) prévoit que les ventes de véhicules légers aux États-Unis en juin 2025 atteindront 1,27 million d'unités, ce qui correspond à un taux annuel corrigé des variations saisonnières (SAAR) de 15,6 millions d'unités. Cela fait suite à un SAAR de 15,7 millions en mai, indiquant un ralentissement continu du rythme des ventes après des résultats plus solides en mars-avril.

Le marché automobile fait face à des défis liés à des préoccupations concernant l'accessibilité des nouveaux véhicules, qui devraient s'aggraver au second semestre en raison de possibles ajustements à la hausse des prix et des impacts tarifaires. La part des ventes de véhicules électriques à batterie (BEV) est projetée à 7% pour juin, montrant une modération par rapport au pic de plus de 8% en janvier.

Le SAAR des camions légers est estimé à 13,0 millions d'unités, tandis que celui des voitures particulières s'élève à 2,6 millions d'unités. Les prévisions pour juin tiennent compte d'un nombre de jours de vente inférieur (24) par rapport à juin 2024 (26 jours) et mai 2025 (27 jours).

S&P Global (NYSE:SPGI) prognostiziert für Juni 2025 einen Absatz von 1,27 Millionen Einheiten bei leichten Fahrzeugen in den USA, was einer saisonbereinigten Jahresrate (SAAR) von 15,6 Millionen Einheiten entspricht. Dies folgt auf eine SAAR von 15,7 Millionen im Mai und zeigt eine anhaltende Abschwächung des Verkaufstempos nach starken Ergebnissen im März-April.

Der Automobilmarkt steht vor Herausforderungen durch Bedenken hinsichtlich der Erschwinglichkeit neuer Fahrzeuge, die sich in der zweiten Jahreshälfte aufgrund möglicher Preissteigerungen und Zollauswirkungen verschärfen dürften. Der Anteil der batterieelektrischen Fahrzeuge (BEV) am Verkauf wird für Juni auf 7% geschätzt, was eine Abschwächung gegenüber dem Höchststand von über 8% im Januar darstellt.

Die SAAR für leichte Nutzfahrzeuge wird auf 13,0 Millionen Einheiten geschätzt, während die SAAR für Pkw bei 2,6 Millionen Einheiten liegt. Die Prognose für Juni berücksichtigt weniger Verkaufstage (24) im Vergleich zu Juni 2024 (26 Tage) und Mai 2025 (27 Tage).

Positive
  • Light vehicle SAAR projected at 15.6M units, up from 15.0M in June 2024
  • Light truck SAAR shows growth to 13.0M units compared to 12.3M in June 2024
  • BEV sales maintaining 7% market share despite market challenges
Negative
  • Second consecutive month of milder sales pace after March-April strength
  • New vehicle affordability expected to worsen in second half of 2025
  • BEV sales growth moderating with share decline from January's 8% peak
  • Potential upward pricing pressure from tariff-impacted inventory

Insights

S&P Global projects flat auto sales with BEV growth stalling at 7% share, as tariffs and affordability concerns loom.

The June 2025 light vehicle sales projection of 1.27 million units represents a seasonally adjusted annual rate (SAAR) of 15.6 million vehicles, essentially flat from May's 15.7 million pace. This marks a second consecutive month of moderated demand following stronger March-April results. The report signals several important market dynamics worth monitoring.

Looking at the data, light trucks continue to dominate the market with a projected 13.0 million SAAR compared to just 2.6 million for passenger cars. This 83% truck-to-car ratio highlights America's sustained preference for larger vehicles despite affordability challenges.

The BEV market shows concerning signs of stagnation. After reaching 8% market share in January, BEV penetration has declined and now appears stuck around 7%. This plateau suggests consumer hesitancy around electric vehicle adoption despite manufacturer investments and previous growth assumptions.

Two critical headwinds are explicitly identified: affordability pressures and tariff impacts. The report warns of "potential upward pricing adjustments" as inventory subject to tariffs replaces pre-tariff products in the second half of 2025. This pricing pressure comes at a particularly vulnerable time, as the market is already showing signs of buyer resistance.

Additionally, S&P Global notes an "unsettled regulatory and incentive policy environment" affecting BEV growth, indicating that previous assumptions about electric vehicle adoption rates may need recalibration toward more conservative projections.

  • New light vehicle sales in June expected to maintain pace with the mild result of previous month
  • Battery Electric Vehicle estimated shares for June expected at 7%

SOUTHFIELD, Mich., June 30, 2025 /PRNewswire/ -- S&P Global Mobility projects new  volume in June 2025 will reach 1.27 million units. With only 24 selling days for the month, unadjusted volume comparisons would be down compared to June 2024 (26 selling days) and the month-prior (27 selling days in May 2025), absent other impacts.

The anticipated June 2025 volume translates to an estimated annual sales pace of 15.6 million units (seasonally adjusted annual rate: SAAR), aligned with the May downshift (15.7M SAAR), as both months declined after the pull-ahead effect evident in the March-April results.

"Automakers and consumer alike continue to digest an uneasy and uncertain environment," said Chris Hopson, principal analyst at S&P Global Mobility. "While we saw strong March and April sales levels, June brings a second consecutive month of milder pace for auto demand. New vehicle affordability concerns are expected to worsen in the second half of the year under potential upward pricing adjustments. We see these pressures particularly as inventory subject to tariffs begins to replace pre-tariff product."

U.S. Light Vehicle Sales



Jun 25 (Est)

May 25

Jun 24

Total Light Vehicle

Units, NSA

1,272,300

1,466,595

1,309,997


In millions, SAAR

15.6

15.7

15.0

Light Truck

In millions, SAAR

13.0

13.1

12.3

Passenger Car

In millions, SAAR

2.6

2.6

2.7

Source: S&P Global Mobility (Est), U.S. Bureau of Economic Analysis

Battery electric vehicle (BEV) sales

According to S&P Global Mobility new registration data, estimated share of BEV sales for both May and June is expected around the 7% level as BEV sales growth is moderating and share will be reflective of the stalled conditions for BEV demand. BEV share of sales hit over 8% in January, but fell in February and March, to 7.2% and 7.5%, respectively, before declining to below 7% in April.

Continued development of BEV sales remains an assumption in the longer term S&P Global Mobility light vehicle sales forecast, although an unsettled regulatory and incentive policy environment has raised the potential that future growth rates will be more mild. In the immediate term, month-to-month share volatility is anticipated.

About S&P Global Mobility

At S&P Global Mobility, we provide invaluable insights derived from unmatched automotive data, enabling our customers to anticipate change and make decisions with conviction. Our expertise helps them to optimize their businesses, reach the right consumers, and shape the future of mobility. We open the door to automotive innovation, revealing the buying patterns of today and helping customers plan for the emerging technologies of tomorrow.

S&P Global Mobility is a division of S&P Global (NYSE: SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world's leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit .

Media Contact:
[email protected]

Cision View original content to download multimedia:

SOURCE S&P Global Mobility

FAQ

What is S&P Global's U.S. auto sales forecast for June 2025?

S&P Global projects 1.27 million units in new light vehicle sales for June 2025, with a seasonally adjusted annual rate (SAAR) of 15.6 million units.

How does the June 2025 auto sales forecast compare to previous months?

June's projected SAAR of 15.6 million units shows a slight decline from May's 15.7 million SAAR, continuing the downward trend from stronger March-April results.

What is the current market share of electric vehicles in the U.S. according to S&P Global?

Battery electric vehicle (BEV) sales share is expected to be around 7% in June 2025, down from over 8% in January 2025.

What challenges are affecting U.S. auto sales in 2025?

Key challenges include new vehicle affordability concerns, potential upward pricing adjustments, and pricing pressure from tariff-impacted inventory in the second half of 2025.

What is the breakdown between car and truck sales in the June 2025 forecast?

The forecast shows light truck SAAR at 13.0 million units and passenger car SAAR at 2.6 million units.
S&P Global

NYSE:SPGI

SPGI Rankings

SPGI Latest News

SPGI Stock Data

160.39B
306.13M
0.19%
90.34%
1.18%
Financial Data & Stock Exchanges
Services-consumer Credit Reporting, Collection Agencies
United States
NEW YORK