Lexus Just Had Its Best Year Ever. The Germans Should Be Worried.
Toyota's luxury arm sold 882,231 vehicles in 2025, and it did it while rivals lost ground.
Lexus Just Had Its Best Year Ever. The Germans Should Be Worried.
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Lexus closed out 2025 with 882,231 vehicles delivered worldwide, a four percent jump over 2024 and a new all-time record for the brand. The third consecutive year of record sales, according to Toyota's global newsroom.

North America carried the load. Over 408,000 units shipped to the region, a 7.5 percent increase year on year. In the U.S. alone, 370,260 Lexus vehicles found buyers, with the TX doubling its sales figures and the GX growing over 20 percent, per Autoblog.

The interesting part is what everyone else was doing at the same time. BMW, Mercedes, and Audi all posted declining global sales in 2025. Lexus was the only luxury brand to actually grow, while the German big three retreated. Not a bad look.

SUVs did the heavy lifting. The RX, NX, GX, and TX all posted best-ever sales figures in North America. Sedans slipped six percent in the U.S., but nobody at Toyota seems to be losing sleep over it. The all-new ES arrives in March 2026 with both hybrid and fully electric powertrains, which should shore up that weakness.

Electrified vehicles crossed the halfway mark for the first time, accounting for over 50 percent of total Lexus volume. That number matters because it shows the brand is quietly shifting its powertrain mix without alienating the buyers who made it successful in the first place.

Europe was the one soft spot, dipping 2.3 percent to just under 81,000 units. Lexus still lacks the footprint there that BMW or Mercedes command, and that gap shows no signs of closing anytime soon.

Africa posted the fastest percentage growth at 18.8 percent, though the actual volume remains tiny at under 1,500 cars. Central and South America also climbed 13.8 percent. Small markets, but every region except Europe moved in the right direction.

Andrew Gilleland, senior vice president at Toyota Motor North America, told Lexus Enthusiast the year came down to attracting new buyers through technology and electrified options.

 

Three consecutive records. One million units in sight. And the Germans are the ones standing still.

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