U.S. new-vehicle sales are expected to reach approximately 1.38 million units in October, representing a 7.2% increase year over year and a 3.6% increase from September, according to Cox Automotive. The seasonally adjusted annual rate (SAAR) is projected at 16.1 million, up slightly from September's 16.0 million and October 2025's 15.7 million. October has 28 selling days, three more than September and one more than last year, contributing to the anticipated sales growth.

Despite elevated interest rates, high gasoline prices, and historically low consumer confidence, vehicle demand remains resilient. Strong fleet sales, financially stable buyers, and improved access to credit continue to support the market. Subcompact SUVs and compact cars are expected to lead year-over-year growth, increasing 17.6% and 15.6%, respectively, while full-size pickup sales are projected to rise 2.1%.

For fleets, sustained vehicle demand and improving credit availability suggest a relatively stable new-vehicle market heading into 2027. However, elevated financing costs and continued competition for popular models reinforce the importance of early ordering, vehicle availability monitoring, and careful replacement planning.