Total Vehicle Sales (SAAR)
16.12M ▲
Healthy Sales · MoM: +0.91M
Vehicle Sales SAAR, or Seasonally Adjusted Annual Rate, annualizes the current month's sales data, adjusting for seasonal variations. This provides a clearer picture of the underlying sales trend, making it easier to compare performance across different periods.
Vehicle Sales
Vehicle Sales Components (SAAR, Millions)
| Measure |
Current |
MoM |
YoY |
| Total Vehicle Sales |
16.12M |
+0.91 |
-0.30 |
| Light Weight Vehicles |
15.75M |
+0.93 |
-0.22 |
| Domestic Autos |
2.68M |
+0.08 |
-0.31 |
| Light Trucks |
13.07M |
+0.85 |
+0.09 |
Total vehicle sales reached a healthy 16.12 million SAAR in February 2026, increasing by 0.91 million month-over-month. Light trucks dominated with 13.07 million units, significantly higher than domestic autos at 2.68 million. This strong performance and mix indicate robust consumer demand, aligning with or exceeding pre-pandemic levels, which typically saw sales around 17 million.
Sales Regime
The current sales pace is categorized as healthy, with a clear rising trend. This suggests robust consumer demand for new vehicles, indicating strong economic confidence among buyers.
Vehicle Sales Trend (SAAR)
Historical Parallels
Avg Sales 3M Later
16.54M
Avg Sales 6M Later
16.74M
| Date | Sales (M) | 3M Later | 6M Later |
|---|
| Jun 2025 |
16.28M |
16.98M |
16.40M |
| May 2025 |
16.04M |
16.91M |
16.01M |
| Feb 2025 |
16.42M |
16.04M |
16.91M |
| Jan 2025 |
15.95M |
17.58M |
16.99M |
| Oct 2024 |
16.49M |
15.95M |
17.58M |
Historically, similar sales periods have been identified 13 times. These periods have typically preceded an average sales level of 16.54 million three months later, suggesting continued strength.
Market Snapshot
Note: Vehicle Sales data is released monthly with limited direct intraday market impact. Market data shown below reflects broad conditions.
Market Snapshot
Top Movers
| Stock | Gap | 1M |
|---|
| TRINZ Trinity Capital Inc. 7.875% Notes due 2029 |
+247.87% |
-71.2% |
| OXLCI Oxford Lane Capital Corp. |
+220.75% |
-68.8% |
| NMFCZ New Mountain Finance Corporation 8.250% Notes due 2028 |
+219.39% |
-68.7% |
| ADAMI Adamas Trust, Inc. |
+194.87% |
-66.1% |
| MFAN MFA Financial, Inc. 8.875% Senior Notes |
+191.87% |
-65.6% |
Bottom Movers
| Stock | Gap | 1M |
|---|
| OLMA Olema Pharmaceuticals, Inc. |
-37.17% |
-18.2% |
| MHLA Maiden Holdings, Ltd. 6.625 NT 2046 |
-14.94% |
+10.5% |
| ORIC ORIC Pharmaceuticals, Inc. |
-13.84% |
+29.2% |
| SLMBP SLM Corporation |
-10.00% |
+0.0% |
| AMPX Amprius Technologies, Inc. |
-9.80% |
+31.7% |
This mid-tier monthly release comes as the broader market, represented by the S&P 500, experienced a 2.1% decline over the last month, reaching $6740. While vehicle sales show strength, the broader market context suggests some underlying caution.
Sector Performance
Sector Performance
| ETF |
Price |
Open Gap |
1M |
6M |
1Y |
YTD |
VS S&P 500 |
| XLY Consumer Discretionary |
$114.44 |
-1.30% |
-4.7% |
-2.3% |
+9.2% |
-4.2% |
-2.6% |
| XLI Industrials |
$169.94 |
-1.10% |
+0.3% |
+13.0% |
+28.7% |
+9.6% |
+2.4% |
| XLE Energy |
$56.57 |
+1.03% |
+7.1% |
+29.2% |
+36.4% |
+26.5% |
+9.2% |
| XLK Technology |
$137.29 |
+0.39% |
-0.6% |
+4.8% |
+24.7% |
-4.6% |
+1.5% |
Auto & Dealer Stocks
Auto & Dealer Stocks
| Stock |
Price |
Open Gap |
1M |
6M |
1Y |
YTD |
VS S&P 500 |
| GM General Motors |
$75.21 |
-0.62% |
-12.8% |
+29.7% |
+56.4% |
-7.5% |
-10.8% |
| PAG Penske Auto Group |
$156.61 |
-1.05% |
-5.3% |
-16.1% |
-3.8% |
-1.1% |
-3.2% |
| TM Toyota Motor |
$219.14 |
-1.24% |
-9.2% |
+12.6% |
+17.7% |
+2.4% |
-7.1% |
| AN AutoNation |
$192.73 |
-1.51% |
-10.3% |
-14.6% |
+10.5% |
-6.7% |
-8.3% |
| RIVN Rivian |
$15.37 |
-1.66% |
+7.0% |
+12.2% |
+34.6% |
-22.0% |
+9.0% |
| TSLA Tesla |
$396.73 |
-1.68% |
-2.3% |
+17.2% |
+42.1% |
-11.8% |
-0.2% |
| F Ford Motor |
$12.15 |
-1.73% |
-12.1% |
+5.2% |
+30.9% |
-7.4% |
-10.0% |
| GPC Genuine Parts |
$115.52 |
-1.75% |
-21.9% |
-17.6% |
-4.3% |
-6.1% |
-19.8% |
| LAD Lithia Motors |
$259.65 |
-2.00% |
-23.6% |
-23.5% |
-17.5% |
-21.9% |
-21.5% |
| KMX CarMax |
$42.19 |
-2.61% |
-10.7% |
-30.8% |
-46.7% |
+9.2% |
-8.7% |
Healthy sales and a rising trend bode well for auto Original Equipment Manufacturers (OEMs) and dealers. Increased demand and sales volumes could translate to stronger revenue and earnings, potentially boosting stock performance in the sector.
Positioning
Given the healthy sales pace and rising trend, the auto sector appears well-positioned. Consumer discretionary spending, particularly on big-ticket items like vehicles, remains strong, suggesting a positive outlook for related investments.