Closer Look: Where Is Fleet Growing?
2025 Fleet Sales Decline Looks More Distinct As Market Slows
Rental fleet sales stand out with continued increases year-over-year and year-to-date but no longer prop up the fleet segment.

The one bright but weakening spot in fleet sales continues to be rental fleets, which are up 5.4% for the six months ending June at 678,284 vehicles sold compared to 643,782 sold in the first half of 2024.
Graphic: Bobit Business Media
Fleet sales during the first half of 2025 came in lower compared to last year’s total for the first six months of 2024, signifying a slower new vehicle market overall heading into summer.
Total fleet sales fell 2.1% to 1,198,777 vehicles sold, compared to 1,224,644 during the first six months of 2024, according to Bobit Business Media fleet numbers released on July 1.
Meanwhile, commercial, rental, and government fleet sales in June totaled 191,086 vehicles, down 3.8% from 198,693 vehicles sold in June 2024. Last month broke a three-month streak of modest YOY increases in total fleet sales since October 2024.
Those numbers dropped substantially compared to May 2025, with total fleet sales of 216,917 vehicles, up a measly 0.1% compared to 216,378 vehicles sold in May 2024.
The one bright but weakening spot in fleet sales continues to be rental fleets, which are up 5.4% for the six months ending June at 678,284 vehicles sold compared to 643,782 sold in the first half of 2024.
Macro-economic influences on the automotive market include a pullback in pre-tariff demand from the spring months, tighter vehicle inventory, and fewer dealer discounts, according to reports last month from Cox Automotive. Buyers are very price-sensitive right now, said Cox senior economist Charlie Chesbrough in a June 25 news release. “As more tariffed products are likely to replace existing inventory over the summer, prices are expected to trend higher, leading to slower sales in the coming months.”
While fleets comprise a segment distinct from new retail vehicles, many of the same macro-trends still apply.
“Through the first half of 2025, total fleet sales are just under 1.2 million units, down by 2.1% from levels seen last year,” said Jeremy Robb, senior director of economic and industry insights for Cox Automotive in comments for Automotive Fleet. “The rental segment is the only segment higher against the first half of 2024, increasing by 5.4% so far this year to 57% of all fleet sales, a pickup of four points.”
June fleet sales by sector were:
Commercial fleet sales numbered 72,306 vehicles in June compared to 79,867 in June 2024, off 9.5%.
Rental fleet sales rose slightly by 2.5% year-over-year in June at 97,241 vehicles sold compared to 94,855 in June 2024.
Government fleet sales fell 10.1% last month, from 23,971 vehicles in June 2024 to 21,539 last month. [Government fleet totals included only numbers from Ford, GM, Stellantis, and Mazda. The other five major Asian-based automakers did not report any monthly government fleet sales].
“Fleet sales were down in June against the prior year, as strength in the rental segment slowed and was no longer able to counter the declines in the commercial and government sectors,” Robb said. “All segments within fleet were down in June compared to May of 2025, with mixed results showing in the year-over-year comparison, as the Rental segment was higher by 2.5% against June 2024, while Commercial was down 9.5% and Government fell by 10.1%.”
Bobit Business Media (BBM), owner of Automotive Fleet, Vehicle Remarketing, Government Fleet, and Auto Rental News, compiles fleet sales numbers that reflect aggregate figures from the three major Detroit-based auto manufacturers and the Asian Big 6 automakers. The statistics include cars, SUVs, and trucks.
More Vehicle Research

Commercial Fleet Sales Rise 5.8% Through September 2026
September commercial fleet sales were essentially unchanged from a year earlier, slowing year-to-date growth while keeping volume ahead of 2025.
Read More →
Hall of Fame Inductee: John Dmochowsky
The longtime Mondelēz International fleet executive joins the Automotive Fleet Hall of Fame.
Read More →
Hall of Fame Inductee: Lee Miller
After more than four decades at Boehringer Ingelheim, Lee Miller leaves a legacy built on fleet expertise.
Read More →
Hall of Fame Inductee: Mark F. Petersen
From managing fleets of thousands of vehicles to advancing safety and mentoring fellow professionals, Mark F. Petersen made his mark across both the corporate and supplier sides of fleet.
Read More →
When Charger Downtime Becomes a Fleet Availability Problem
As EV deployments move beyond pilot programs, charger reliability can directly affect vehicle readiness, driver productivity and route scheduling.
Read More →
2027 Nissan Rogue Hybrid Adds e-POWER, Standard AWD
The new Rogue Hybrid uses Nissan’s e-POWER system with dual electric motors, offers an estimated 40 mpg and starts at $35,490.
Read More →
2027 Subaru Forester Adds First Wilderness Hybrid
The 2027 Forester lineup starts at $29,995 and adds a Wilderness Hybrid with 194 combined horsepower and 9.3 inches of ground clearance.
Read More →
EV Realty Names Henrik Holland President as Charging Platform Expands
The former Prologis Mobility and Shell executive will help expand EV Realty’s truck charging business and move its power-first infrastructure model into autonomous vehicle depots and other fleet sectors.
Read More →
Mercedes-Benz Introduces Electric GLC With Up to 350 Miles of Range
The GLC 400 4MATIC Electric features an 800-volt architecture, 330-kW DC fast charging and a 94-kWh battery, along with Mercedes-Benz's new MB.OS operating system.
Read More →
Fleet Has a Talent Pipeline Problem, not a Talent Problem
Where will the next generation of fleet leaders come from, and what does the industry need to do differently to find them?
Read More →