Mexico’s auto factories just posted their strongest June ever—but nearly all of that volume is still flowing to one place: the United States.
Driving the news: Mexico exported 331,517 vehicles last month, a 14% lift vs last year, and its best June on record, according to new data from the country’s National Institute of Statistics and Geography.
Production also rose 4.9% YoY, with output totaling just over 361,000 units.
Zoom out, though, and the momentum hasn’t fully carried the first half.
From January through June: Exports were down about 2.8% compared to 2024, despite the record June. And the destination breakdown tells you everything you need to know about where the risk lies.
Roughly 80% of Mexico’s auto exports went to the U.S. last month.
Canada followed at 10.9%, with Germany at 2.6% and Colombia at just 1%.
Simply put: No other country comes close.
Why it matters: Mexico has long been a critical hub for North American vehicle production. But with such a heavy tilt toward the U.S. market, even minor shifts in trade policy can ripple across the supply chain.
That’s why even a record-setting month like June comes with caution, especially as tariff policy remains in flux.
What they’re saying: “June is the best month in the entire production record and also the best first half of the year, which is good news,” Odracir Barquera, general director of the Mexican Association of the Automotive Industry (AMIA), said during a video conference this week.
“However, we must be cautious about the continued performance of the markets to which we export, as well as the current situation with U.S. trade decisions,” he said.
Worth noting: Production is also heavily weighted toward what U.S. buyers want, with pickup trucks accounting for 76% of all vehicles built in Mexico in June.
GM led the pack with 72,324 units exported last month—a 56% YoY increase.
Nissan followed with 53,289 units, up 27% YoY.
And Toyota shipped 26,974 units, a 15% gain, boosted largely by the Tacoma and Corolla.
Between the lines: This is a clear look at how tightly the U.S. auto retail ecosystem is tied to cross-border manufacturing. From sourcing to pricing to delivery timing, many U.S. dealerships are effectively synced to Mexico’s production schedule.
And if tariffs come into play (or political winds shift the rules), dealers will feel it first.
Inventory pipelines tighten. Floorplan costs rise. Margins shrink. It all adds up fast.
Bottom line: Mexico’s red-hot June shows North American output is holding strong. But the industry’s tie to U.S. demand leaves little room for error. If trade tensions escalate, every link in the chain, from plants to lots, will need to adjust quickly.
A quick word from our partner
Want insider knowledge on the most up to date trends in auto retail?
The Haig Report® is auto retail's longest-published and most-trusted quarterly report tracking trends and their impact on dealership values. Since 2014, this report has delivered analysis on dealership performance, market trends, and franchise valuations—offering a clear view of opportunities and challenges in automotive retail.
Join the leaders in the industry who rely on the Haig Report® for:
Exclusive insights into dealership values and valuation trends
Franchise insights and outlooks on brand desirability
Market trends to help you make informed business decisions
The only report to publish blue sky values every quarter
Looking to grow your portfolio or explore dealership investments? Join our exclusive buyer and investor database—visit haigpartners.com/buyerdatabase.

OUTSMART THE CAR MARKET IN 5 MINUTES A WEEK
No-BS insights, built for car dealers. Free, fast, and trusted by 55,000+ car dealers.