General Motors’ luxury brand, Cadillac, claims to have achieved “EV leader” status this year despite the federal EV tax credit set to expire at the end of September. With a full lineup of luxury electric SUVs launched in 2025, the brand believes it’s well-positioned to weather the storm.
Cadillac’s sales increased by 15% in the second quarter, with over 44,300 vehicles sold. The company’s new electric SUVs, including the Optiq, Vistiq, and Escalade IQ, are seeing strong initial demand. Nearly 25% of Cadillac’s over 86,000 vehicles sold so far this year were EVs.
The brand’s global vice president, John Roth, stated that Cadillac has already achieved EV leader status in 2025, citing the company’s broad range of luxury EVs and its ability to build vehicles in the US. However, GM does not include Tesla in its market share due to its pricing structure.
Cadillac aims to continue driving growth despite the tax credit set to expire. The company plans to adjust its plans for the final few months of 2025 and is taking advantage of the current tax credit. Roth believes that the policy changes will have a “very limited impact, if you will, on the Cadillac brand.”
The success of Cadillac’s EV lineup has been driven by new buyers drawn to the brand, with nearly 80% of its EV buyers being new customers. Many of these new customers are coming from Tesla, with around 25% of current Lyriq buyers being former Tesla drivers.
Overall, Cadillac’s strategy seems to be working, and the company appears to be well-positioned for continued growth in the electric vehicle market.
Source: https://electrek.co/2025/07/11/cadillac-taking-luxury-ev-market-by-storm