Rental Demand Drives 2025 Fleet Sales Past Two Million as Year-End Momentum Builds
Fleet sales in 2025 are on track to finish ahead of last year, surpassing the two-million mark in November and reaching 2,022,875 vehicles sold year-to-date, a 3.9% increase over the same period in 2024. Much of this growth has been driven by rental car companies, which significantly boosted their purchasing in response to higher customer demand compared to last year. In November alone, the three major fleet sectors—commercial, rental, and government—purchased 165,735 vehicles, an 18.4% increase from November 2024.
Performance varied sharply by fleet sector: commercial fleet sales dipped 2.9%, government sales fell 17.3%, but rental fleet purchases surged 44.8% year-over-year. Among major OEMs, Ford and GM dominated fleet sales, capturing roughly 58% and 29% of November’s market share, consistent with their year-to-date levels of about 60% and 29%, respectively.
Update: 2026 Toyota Tundra and Tacoma Gas Models Sold Out
We want to inform you that the 2026 model-year Toyota Tundra (gas) and Tacoma (gas) have officially sold out.
Gas Prices Fall to Lowest Levels Since 2021 Ahead of Holiday Travel
U.S. gas prices have dropped to their lowest point since early post-pandemic recovery, with the national average falling to $2.95 per gallon, down 8.5 cents from last week and nearly 7 cents lower than a year ago. The decline is driven by the completion of refinery maintenance and increased OPEC oil production, which has put downward pressure on crude prices. Analysts expect this trend to continue into the holiday season, with some stations already offering gas below $2 per gallon.