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by Calculated Danger on 10/02/2025 08:11:00 AM
Be aware: Heavy truck gross sales is not going to be obtainable from the BEA through the shutdown.
Omida reported that mild automobile gross sales have been at 16.4 million in September on a seasonally adjusted annual fee foundation (SAAR).
This was up 2% from the gross sales fee in August, and up 4% from September 2024.
Click on on graph for bigger picture.
This graph reveals mild automobile gross sales since 2006 from the BEA (blue) by means of July (pink).
Car gross sales have been over 17 million SAAR in March and April as shoppers rushed to “beat the tariffs”.
Then gross sales have been depressed in Could and June.
The second graph reveals mild automobile gross sales because the BEA began protecting information in 1967.
Gross sales in September have been above the consensus forecast of 16.2 million SAAR.
A stable September was anticipated, however there’s concern about gross sales in This fall. Earlier, from Haig Stoddard at Omdia (pay website): US Mild Car 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 energy seen all yr, 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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