Financial Performance and Profitability
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Cadillac’s results contributed to General Motors’ estimated automotive revenue of $47.1 billion in Q2 2025 and $91.1 billion in H1 2025.
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U.S. deliveries in Q2 2025 totaled 44,347 units, up 15.3% over Q2 2024.
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H1 2025 U.S. deliveries reached 86,104 units, up 16.5% year-over-year.
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Escalade models remain Cadillac’s profit driver, while growing EV sales are reshaping the brand’s mix.
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Margins benefited from high-volume, high-transaction-price SUVs, partially offset by competitive pricing pressure in sedans and early EV adoption phases.
Vehicle Sales and Production
| Model | Q2 2025 Units | % Change YoY | H1 2025 Units | % Change YoY |
|---|---|---|---|---|
| Escalade | 11,692 | +16.1% | 24,375 | +26.9% |
| Escalade IQ (EV) | 1,810 | N/A | 3,766 | N/A |
| Lyriq (EV) | 5,017 | -31.2% | 9,317 | -28.9% |
| Optiq (EV) | 3,224 | N/A | 4,940 | N/A |
| Vistiq (EV) | 1,744 | N/A | 1,745 | N/A |
| CT5 Sedan | 4,187 | +9.0% | 8,168 | +19.0% |
| CT4 Sedan | 1,430 | -19.1% | 2,644 | -24.5% |
| XT5 SUV | 6,374 | +8.2% | 12,727 | +4.6% |
| XT6 SUV | 4,859 | +9.5% | 9,637 | +6.6% |
| XT4 SUV | 4,010 | -22.2% | 8,785 | -12.4% |
| Total | 44,347 | +15.3% | 86,104 | +16.5% |
Regional and Global Sales Performance
| Region | Highlights |
|---|---|
| United States | Core market with best Q2 and H1 since 2007/2008, led by Escalade and new EVs |
| Canada | Q2 Escalade at 667 units (-12% YoY) but H1 up ~9% YoY |
| Mexico | Escalade up 61% in Q2, strong luxury SUV momentum |
| China | Persisting sales decline; GM pivoting Cadillac focus to new growth markets |
| Brazil | Cadillac preparing entry in Q4 2025 as part of global expansion |
Profitability and Cost Factors
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Profitability supported by high sales of premium SUVs (Escalade, XT5, XT6) and luxury EV introductions.
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EV share in Cadillac’s U.S. sales rose to over 26% in Q2 2025.
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Competitive pressures in sedan and compact SUV segments and slower-than-expected Lyriq sales in Q2 partially impacted margins.
Debt and Liquidity
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Cadillac’s operations are backed by GM’s strong balance sheet and liquidity.
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Investment emphasis remains on EV platforms, design refreshes, and global retail expansion.
Best Selling Models: Overview and Highlights
| Model | Highlights |
|---|---|
| Escalade | Flagship SUV, Q2 up 16.1%, segment leader |
| Escalade IQ | All-electric premium SUV, strong launch impact |
| Lyriq | EV midsize crossover, key to Cadillac’s electrification strategy despite Q2 dip |
| XT5, XT6 | Consistent SUV growth, supporting brand’s luxury positioning |
Weakest Performers and Segment Challenges
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Lyriq EV volumes declined in Q2 due to intensified competition and transition in inventory mix.
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CT4 sedan and XT4 SUV continued to see year-over-year sales drops.
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China sales remain under pressure, spurring an emphasis on expansion into alternative global markets.
Key Financial and Operational Metrics
| Metric | Q2 2025 | H1 2025 | Notes |
|---|---|---|---|
| U.S. Sales Units | 44,347 | 86,104 | Best in over a decade |
| EV Sales Units | 11,795 | 19,768 | +61.7% YoY in Q2 |
| Escalade Units | 11,692 | 24,375 | High-margin driver |
Industry Outlook and Strategic Focus
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Cadillac is targeting leadership in the U.S. luxury EV segment in 2025 with Escalade IQ, Optiq, and Vistiq launches.
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SUV dominance will continue to anchor profitability, with sedans playing a niche role.
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Global market expansion prioritized, with Brazil debut planned for Q4 2025.
Summary
Cadillac delivered standout results in 2025, combining record SUV sales with an accelerated EV rollout. Volume gains of over 15% in Q2 and 16% in H1 year-over-year highlight market momentum. While sedans and some EV models face competitive challenges, the brand’s core strength in luxury SUVs, growing EV mix, and new market entries position it for continued growth and profitability through the remainder of the year.
Sources
Cadillac Society – U.S. Cadillac Sales Q2 2025
GM Authority – Q2 2025 Cadillac Sales Report
GM Authority – Cadillac Escalade Sales Q2 2025
General Motors – Q2 and H1 2025 Sales Statement
Autoevolution – U.S. Auto Sales H1 2025 Data
BestSellingCarsBlog – USA First Half 2025 Summary
TFL Truck – Q2 2025 Full-Size SUV Sales
GM Canada – Sales Update Q1 and Q2 2025
