Mexico Car Exports Tumble the Most in 4 Years

The exports of autos from Mexico plunged by 14.6% to 227,262 units in December of 2025, extending the 3.5% decline to mark the sharpest drop since 2021. The decrease reflected the impact of tariffs by the US government on Mexican autos and parts, which is a key manufacturing hub for global brands that sell to the US. Exports plunged for Nissan (-47.7% to 18,542), General Motors (-26.5% to 49,759), and Honda (-45.5% 10,216). For the full year, auto exports from Mexico fell by 2.68%.

Mexico’s car exports fell 3.5% year-on-year to 279,342 units in November 2025, following a 5.5% drop in October. Shipments declined sharply for Mazda (-73.2% to 3,523 units), Honda (-66.1% to 7,147), Nissan (-38.5% to 23,008), and Stellantis (-10.1% to 27,653). In contrast, exports surged for Ford (89.3% to 33,709), Toyota (18.1% to 31,777), and Volkswagen (9.2% to 27,794). Year-to-date, exports were down 1.6%. The US remained the top destination for light-vehicle shipments, accounting for 78.6%.

Mexico’s car exports fell 5.5% year-on-year to 314227 units in October 2025, following a 0.3% decrease in September. Exports fell for Volkswagen (-7.4% to 28451), Nissan (-52.6% to 21264), Honda (-23.5% to 17300), Audi (-9.6% to 15711) and BMW Group (-23.3% to 11992). Year-to-date, auto exports fell around 1.5% to 2.881 million units.