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MANUFACTURING / PRODUCTION / CAPITAL-INTENSIVE

Motor Vehicles

Leader: GM — 17.5% S1 · 46.4% CR3

S1
17.5%
leader
CR3
46.4%
top 3 combined
HHI
726
Unconcentrated
MARKET SIZE
$300B
US

How this is calculated

FORMULA
S1 = GM shipment value / total shipment value = 17.5%
CR3 = GM + Toyota + Ford = 46.4%
HHI = Σ(share²) = 726 (Unconcentrated (HHI < 1,500))
DENOMINATOR
Shipment Value — $300B (US)
US motor vehicle manufacturing shipment value.
Size from: US Economic Census 2022 NAICS 3361
TOP 3 PLAYERS
#1GM17.5%
#2Toyota15.4%
#3Ford13.5%
METHODOLOGY NOTE
GM's share of US motor vehicle shipment value per 2022 Economic Census NAICS 3361 concentration tables. Validated against IHS Markit registrations and OEM 10-K North America segments. [Refreshed Aug 2026: GM remains US leader at 17.5%; Toyota displaces Ford at #2 and Stellantis (down 3% in 2025) falls out of the top 3. Basis is CY2025 unit sales share rather than Economic Census shipment value. Source: WardsAuto / automaker FY2025 US sales reports (GM 2.85M, Toyota 2.52M, Ford 2.2M of 16.3M total)]
SOURCES
Year: 2025
Geo: US
Firms: ~15
NAICS: 3361

Historical S1 / CR3 trajectory

1950S1: 45%CR3: 90%Big 3 near-monopoly
1970S1: 40%CR3: 82%Japan begins entering
1980S1: 35%CR3: 72%Oil crisis; Japan gains
2000S1: 28%CR3: 58%Transplants + imports
2010S1: 20%CR3: 48%GM bankruptcy
2025S1: 18%CR3: 44%Stable; EV competition
2026S1: 17.5%CR3: 46.4%GM remains US leader at 17

Labor economics

REV / EMPLOYEE (leader)
$0.8M
industry avg $0.6M
SG&A % (leader)
6%
of revenue

GM FY2024 SG&A 5.7% on $187.4B; capital-dominant; AI impacts design/SCM more than labor comp

See full Labor & AI analysis →

Related markets

Aerospace & Defense
Lockheed Martin
9.0%
CR3 20.2%
Beverages (CSD)
Coca-Cola
20.0%
CR3 46.0%
Semiconductor Fab
TSMC
69.9%
CR3 82.4%
Industrial Gases
Linde
33.0%
CR3 80.0%
Cement
Amrize
12.0%
CR3 30.0%

Source Quality Hierarchy

Every market has a primary source plus 1–3 validation sources. Revenue numerators come from SEC 10-K filings; denominators validated against the Economic Census where available.

TIER 1Authoritative anchorsGovernment data + SEC filings
US Economic Census (data.census.gov) · SEC EDGAR / Company 10-Ks · BEA Industry Value-Added (FRED) · BLS QCEW · USGS Mineral Commodity Summaries · EIA Refinery Capacity Report · FDA device listings
TIER 2Leading commercial trackersIndustry-standard paid trackers
IDC Semiannual Software Tracker · Gartner Market Share & Magic Quadrant · IBISWorld NAICS reports · StatCounter Global Stats · eMarketer / Insider Intelligence · Synergy Research Group
TIER 3Category specialistsBest-in-class niche authorities
SIPRI (aerospace & defense) · IQVIA (pharma) · TrendForce (semiconductors) · CIMdata (CAD/PLM) · Nilson Report (payments) · Am Law 100 (legal) · ENR Top 500 (A&E) · AM Best (insurance) · SIA (staffing) · Ad Age (agencies) · Barron's / Cerulli (wealth) · Evaluate MedTech · Nielsen Gauge (streaming) · Gridwise (ride-hail) · Bloomberg Second Measure (delivery) · RC Top 100 (roofing) · SDM Top 100 (fire/safety) · Big 4 annual reports · ALM Intelligence (consulting)

Data vintage: Q2 2025 research compilation. Labels updated 2026-Q2. Tier 1 sources refreshed from FY2025 SEC filings where available. For full methodology see the Methodology page.