Mexico’s Vehicle Output Down 1.46% Through Nov 2025

Mexico’s vehicle production declined 1.46% year over year from January and November 2025, totaling 3.71 million units, according to data from the National Institute of Statistics and Geography (INEGI). Exports fell 1.6% to 3.16 million vehicles, while domestic sales rose 0.96% to 1.37 million units. INEGI noted that 77.2% of vehicles produced were light trucks, with the remainder being passenger cars.

Automaker performance was uneven. Honda recorded the largest production drop at 19.3%, while Toyota posted the highest increase at 27.5%. Other declines included Mazda (15.7%), Volkswagen (14%), Stellantis (7.7%), and Mercedes-Benz (5%).

In November alone, production fell 8.36% to 367,870 units. Exports dropped 3.45% to 279,342 vehicles, and domestic sales slipped 0.34% to 148,361 units. INEGI highlighted that November extended a downward trend from August through October, following growth of 4.89% in June and 2.36% in July.

Light trucks dominated output, representing roughly eight of every ten vehicles produced, reflecting sustained demand in both domestic and international markets.

The 2025 slowdown contrasts with 2024, when production and exports grew more than 5%, marking a third consecutive year of post-pandemic recovery. Weakening US demand amid tariff uncertainty contributed to the decline. In November, the United States accounted for 78.6% of light-vehicle exports, slightly down from 78.8% in September and 79% in August. Other key destinations included Canada (11%), Germany (3%), and Colombia (6.3%).

The automotive sector remains a major contributor to Mexico’s economy, accounting for roughly 4% of national GDP and more than 20% of manufacturing GDP. INEGI’s figures are based on reports from 22 companies affiliated with the Mexican Automotive Industry Association (AMIA) and six unaffiliated firms, covering 41 vehicle brands.