The year 2025 will close with a further contraction for the Mexican heavy vehicle industry. The National Association of Bus, Truck and Tractor-Trailer Producers (ANPACT) updated its annual estimate to 40,210 units sold, confirming a scenario of reduced dynamism and a market that has failed to reverse the downward trend observed since the beginning of the year.
This is the second projection adjustment for 2025, which began at the end of last year with a scenario of 50,076 units, and was later revised to 43,589 heavy vehicles in June 2025. That is, it was initially adjusted downward by 12% and is now 7.7% lower.
The lack of sales recovery and the slower pace of manufacturing reflect a more cautious environment for domestic production, with visible impacts on exports and fleet renewal capacity, commented Rogelio Arzate, executive president of ANPACT.
Between January and September 2025, 106,168 units were produced , a 34.5% drop compared to the same period last year. Of the total, 103,631 corresponded to the cargo segment and 2,537 to the passenger segment , with drops of 33.7% and 56.5%, respectively.
In September alone , 6,857 units were manufactured, a 59.3% decrease compared to the same month in 2024. Arzate commented that diesel remains the primary source of energy, with 6,786 units produced that month, followed by 8 electric units and 63 natural gas units.
In September, 5,196 units were exported, 58.3% less than in the same month in 2024. The United States market remains the main destination, followed by Canada and Colombia.
In total, Mexican heavy vehicles have arrived in 14 countries so far this year, although shipments in September were concentrated in 10 markets. By fuel type, diesel accounted for the majority of exports, with 86,880 units, albeit a 29.1% decrease. Electric vehicles fell 40%, with 57 units, and natural gas vehicles decreased 27.2%, with 879 units.
The imported used vehicle segment also showed a decline, although it continues to hold considerable sway in the domestic market. Between January and August, 16,614 units were imported, 21.4% fewer than in 2024.
However, the import rate remains high: for every 100 new units sold, 61 used ones are imported, which continues to affect the renewal of the vehicle fleet.
Wholesale sales have accumulated a 51.8% drop in the first nine months of 2025. Within this indicator, sales of freight vehicles fell 52% and passenger vehicles 50.4%.
In September, 2,514 units were sold wholesale, 55% less than the same month last year, with 2,000 units for freight and 514 for passenger.
By fuel type, diesel vehicle sales totaled 21,334, a 51.4% decrease, while 97 electric vehicles, 237 gas vehicles, and 95 hybrid vehicles were sold, with declines of 38.6%, 33.1%, and 87%, respectively.
In the retail channel, the market registered its ninth consecutive negative rate , with a 34.6% reduction in September compared to the same month in 2024, reported Guillermo Rosales, executive president of the Mexican Association of Automobile Dealers (AMDA).
In the January-September period, 30,644 units were sold, 27.5% less than the same period last year. Cargo trucks accounted for 82.7% of sales, while passenger trucks accounted for the remaining 17.3%. Within the cargo segment, tractor-trailers maintained their lead with a 44.1% share.
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