Mexico Auto Exports Rise 1.7% YoY

Mexico's car exports fell 9.2% year-on-year to 301,009 units in June 2026 after rising 1.7% in May. The decline reflected continued uncertainty in the auto sector as changing US trade policies clouded manufacturers' export plans. US President Trump in his second term imposed a series of tariffs on multiple countries, including Mexico. The Trump administration also decided not to renew the USMCA, the agreement will remain in force for another decade unless a member withdraws, but with annual reviews that could lead to significant changes. The US and Mexico also continue bilateral trade negotiations. Export volumes declined sharply for Mercedes (-64.5%), Audi (-55.7%), Nissan (-46.2%), Mazda (-24.6%), Volkswagen (-20.2%), Ford (-15.2%), and Acura (-13.1%).

Mexico’s car exports edged up 1.7% year-over-year to 306,288 units in May 2026, following an 11.42% surge in April. Exports rose for Stellantis (63.6%), VW (52.5%), Mercedes (5.4%) and Mazda (72.5%). In contrast, exports fell for GM (-0.9%), Ford (-18.3%), Nissan (-19.6%), Toyota (-1%) and Audi (-23.8%). In the first five months of the year, Mexico’s vehicle exports totalled 1,388,236 units, 4% higher than in the same period of 2025, with the US accounting for 75.4% of total exports while Canada and Germany followed with 12.5% and 3% respectively.

Mexico’s car exports rose 11.4% year-over-year to 286,317 units in April 2026, following a 4.2% increase in March. The growth was driven by strong export performances from Stellantis (131.2%), Audi (66.5%), BMW Group (58.8%), Volkswagen (44.2%), Mazda (29.3%), and Kia (21.9%). In contrast, exports declined for Acura (-26.3%), Ford (-1.8%), General Motors (-11.1%), Mercedes-Benz (-1.3%), Nissan (-17.3%), and Toyota (-1.2%). In the first four months of the year, Mexico’s vehicle exports totaled 1,081,948 units.