BMW of North America posted a strong Q3 2025, moving 96,886 vehicles—up 24% year-over-year. Year-to-date, the brand has delivered 275,385 units, an 8.5% gain that puts BMW on track to surpass last year’s record U.S. sales. MINI’s refreshed lineup delivered an even sharper surge, with Q3 sales up 37.6% to 7,270 units and year-to-date volume up 24.6%.

The mix tells the broader story. Passenger car sales rose 19.1% (42,035 units), while light trucks—anchored by the X family—jumped 28.1% (54,851 units). But beneath the headline growth lies a notable plateau in EV momentum. Electrified BMW sales (BEV + PHEV) slipped 2.8% in Q3, down to 16,096 from 16,557 in 2024, even as EVs now represent nearly 20% of BMW’s U.S. total.

CEO Sebastian Mackensen pointed to the strength of BMW’s diverse portfolio heading into the final stretch of 2025. Yet the slight electrified decline raises questions about supply bottlenecks, changing incentives, and increasing competition from both legacy rivals and EV startups.

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How Q3 2025 Stacks Up Historically

To understand the quarter’s significance, it helps to look back.

  • Q3 2025 (96,886) stands well above Q3 2024 (78,128), marking a sharp rebound.
  • Compared to Q3 2023 (~99k), BMW is just shy of its peak.
  • Against Q3 2021 (~85k) and Q3 2020 (~88k), this year’s quarter is decisively stronger.

Looking Ahead: Neue Klasse and the EV Shift

The results reaffirm BMW’s resilience in its ICE-heavy lineup, but they also highlight the strategic importance of Neue Klasse. With production slated to begin in 2026, BMW will need to reignite EV growth in the U.S. to maintain its leadership. Until then, expect incremental updates—expanded i5, iX2 availability, and improved charging ecosystems—to fill the gap.

Q3 2025 shows BMW Group in America at a high point, but also at an inflection. Growth is strong, demand is healthy, and the portfolio is deep. Yet the EV slowdown, however slight, hints at bigger questions for the years ahead.