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General, EV share of the US auto market was 5.9% within the first quarter of 2026, down from 7.6% in Q1 2025 or the business peak of 10.6% share in Q3 2025.
Following up on my broader overview of the US EV market within the first quarter of 2026, let’s look extra intently on the EV mannequin traits. Under, in charts and textual content, we’re how a lot mannequin gross sales grew or declined when evaluating Q1 2026 numbers to Q1 2025, Q1 2024, Q1 2023, Q1 2022, and Q1 2021 numbers.
This isn’t inclusive of all EV fashions, for varied causes, but it surely does cowl most EV fashions on the US market, together with essentially the most notable fashions with essentially the most gross sales.
Up to now, I’ve checked out quantity change and share change for these comparisons, however I’ve determined to only concentrate on quantity change now, since that’s actually what issues for deploying extra EVs.
Taking a look at how Q1 2026 gross sales examine to Q1 2025 gross sales, the largest winner was the Tesla Mannequin Y, which had 14,540 extra gross sales. Nevertheless, do not forget that final 12 months, the Mannequin Y manufacturing line had been shut down within the first quarter to alter from manufacturing of the unique model to manufacturing of the brand new, refreshed model. Additionally, on the opposite finish of the chart, the largest loser was the Tesla Mannequin 3, which misplaced much more gross sales than the Mannequin Y gained, 20,848.
As we’ve already mentioned at size, the Toyota bZ (previously named bZ4X) and Lexus RZ have been the opposite notable winners — with 4,419 and 3,002 extra gross sales, respectively. One other six fashions had greater than 1,000 unit gross sales progress — the Hyundai IONIQ 9, Cadillac VISTIQ, Rivian EDV 500/700, Lucid Gravity, Hyundai IONIQ 5, and Cadillac OPTIQ — however word that almost all of those fashions have been new to the market up to now 12 months or so.
The opposite largest losers (other than the Tesla Mannequin 3), then again, have been the Volkswagen ID.4, Ford Mustang Mach-E, and Honda Prologue. With gross sales declines of 7,325, 7,007, and 6,242, respectively, these brought about massive losses in the marketplace. Nevertheless, all collectively, they nonetheless had fewer gross sales losses than the Tesla Mannequin 3 (barely). However word that none of those manufacturers had massive successes on the opposite finish of the chart to assist steadiness issues out. In any other case, as we will see above, one other dozen fashions had 1000’s of gross sales losses 12 months over 12 months. Not good. Additionally, if we checked out share change, many of those fashions had a greater than 80% or much more than 90% gross sales decline.
Taking a look at how Q1 2026 gross sales examine to Q1 2024 gross sales, issues change loads. The Tesla Mannequin Y goes from the largest winner to the largest loser! It dropped 18,138 gross sales in comparison with two years in the past, dwarfing the losses of every other fashions — however, after all, beginning and ending at a lot increased volumes than anybody else as nicely. The following largest loser was the Chevy Bolt, which dropped 6,249 items. That mentioned, on the flip facet, the Chevy Equinox EV was by far the largest winner, with 9,589 extra gross sales YoY.
The Volkswagen ID.4 was once more an enormous loser, explaining why Volkswagen is dropping manufacturing of the EV within the US. Then there’s Ford dropping the ball once more, with the F-150 Lightning (now being discontinued) and Mustang Mach-E dropping by a number of thousand gross sales every.
The second largest winner, clearly, was the Toyota bZ, which grew by a whopping 8,132 gross sales. That was adopted by the Honda Prologue, Hyundai IONIQ 5, Lexus RZ, and Cadillac OPTIQ. Although, word that the Prologue and OPTIQ weren’t actually in the marketplace in Q1 2024.
Nicely, you may see different massive winners and losers within the chart above, which is definitely fairly balanced.
Taking a look at how Q1 2026 gross sales examine to Q1 2023 gross sales, it will get … bizarre. There are a variety of fashions that weren’t in the marketplace a number of years in the past. On the flip facet, a number of of the business’s massive hitters are down dramatically, together with the Tesla Mannequin 3, Chevy Bolt, Tesla Mannequin Y, and Volkswagen ID.4 down on the underside.
Taking a look at how Q1 2026 gross sales examine to Q1 2022 gross sales, it’s much like the comparability to 2022. Nevertheless, the Tesla Mannequin Y was on the constructive facet of the chart this time. That mentioned, the three largest drops have been all Tesla fashions, with the Mannequin 3 being the worst by far.
General, there are lots of winners going again this far, which is likely one of the most uplifting issues about this report.
Taking a look at how Q1 2026 gross sales examine to Q1 2021 gross sales, nicely, we’ve in all probability gone again too far now, but it surely does present how far we’ve are available 5 years! Nearly each mannequin is within the plus, and there are solely a handful of huge losers.
I’ll depart it to you now so as to add anything it’s a must to add. I’m positive commenters will give you some nice insights.
Additionally, as a reminder, listed below are the EVs’ whole Q1 2026 US gross sales:
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