GM Ultium Platform Hits Stride: Equinox EV and Blazer EV Drive Massive Sales Growth
GM reports record EV sales for October 2025 as the Ultium platform scales, with the Chevrolet Equinox EV becoming the best-selling affordable electric SUV in the US market.
General Motors’ transition to electric vehicles hit a meaningful inflection point in October 2025, with the automaker reporting that its Ultium-based EV portfolio had generated record monthly sales figures. The Chevrolet Equinox EV, launched in early 2025 as the most affordable entry in GM’s electric lineup at $34,995 before incentives, became the standout performer, accounting for nearly 7,400 of the brand’s 14,200 total EV deliveries for the month.
The Equinox EV’s success reflects a broader GM strategy: offer compelling electric vehicles at price points that bring EVs within reach of mainstream buyers, without the range anxiety that plagued earlier affordable EVs. The compact SUV delivers an EPA-estimated 319 miles of range on a full charge, powered by a 85 kWh Ultium battery pack mated to a single-motor front-wheel-drive setup making 220 horsepower—or the optional dual-motor all-wheel-drive variant at 300 hp.
“We’ve hit the pricing and range sweet spot that the market has been waiting for,” said GM President Mark Reuss. “The Equinox EV isn’t just selling to early adopters anymore. We’re seeing traditional compact SUV buyers making the switch.”
The Chevrolet Blazer EV also posted its strongest month since launch, moving 3,640 units. The mid-size electric SUV received a significant software update over the summer that addressed charging issues that had plagued early models, restoring consumer confidence in the nameplate.
Cadillac’s electric portfolio contributed 2,180 Lyriq deliveries, continuing to position GM’s luxury brand as a credible alternative to German competitors in the EV space. The Lyriq’s 102 kWh battery provides up to 326 miles of range, and Cadillac has been aggressive with lease incentives to attract new buyers.
GMC’s Sierra EV Denali—the electric counterpart to GMC’s popular full-size truck—added 990 deliveries, though production remains constrained by battery supply. The Hummer EV line, once a halo model, has settled into a steady if modest pace of 390 units per month, its novelty appeal having normalized.
On the commercial side, the BrightDrop Zevo 600 continued to rack up fleet orders, with FedEx, Walmart, and several regional logistics companies expanding their electric delivery fleets. GM noted that commercial EV revenue had grown 78% year-to-date compared to 2024.
The October results put GM on pace to exceed 170,000 EV deliveries for calendar 2025, a dramatic jump from the roughly 83,000 it managed in 2024. The automaker has repeatedly revised its EV production forecasts upward throughout the year as demand for the Equinox EV in particular has consistently outpaced supply.
GM still faces profitability headwinds in its EV business, with CFO Paul Jacobson acknowledging during an investor day presentation that the automaker expects its EV segment to remain dilutive to earnings through at least mid-2026. However, the trajectory is unmistakably positive, and GM has reaffirmed its target of reaching EV profitability by the fourth quarter of 2026.
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