These Legacy Automakers Lead the EV Transition in the USA — BEV Share of Auto Model & Group Gross sales
Help CleanTechnica’s work by a Substack subscription, on Patreon, or on Stripe. Assist us produce the entire high-quality, authentic content material we publish week after week regardless of the challenges of content-scraping AI, delinquent media, inflation, and different hurdles.
That is one in every of my favourite reviews we often publish right here at CleanTechnica. I publish quarterly EV gross sales reviews for the USA concerning the highest promoting EV fashions and the auto manufacturers and auto teams promoting probably the most EVs (including onto the varied glorious reviews José Pontes, Juan Diego Celemín Mojica, and Maximilian Holland often publish for different nations and areas). After these fundamental quarterly reviews, although, I like diving in and discovering out which automakers have the very best portion of their gross sales coming from EVs. Sadly, it takes numerous work to get the entire crucial numbers for this, and it’s been a loopy yr, so I by no means received to doing this for the primary quarter. Effectively, now I’ve! And I’ve received the second quarter achieved as properly. So, beneath, we’re going to dive into the outcomes for each quarters and evaluate them.
Fiat & Cadillac Lead Manufacturers, BMW Group Leads Auto Teams
On this first chart, I’ve determined to go away 100% EV manufacturers on high. It reveals the long-term goal all manufacturers needs to be shifting towards, and the present greatest legacy manufacturers are far sufficient alongside the curve that having the chart prolong to 100% doesn’t break it.
Behind these pure EV manufacturers, Fiat was in first, with 43.9% of its gross sales being electrical, and Cadillac was in second, with 30.7% of its gross sales within the first quarter being electrical. Volvo Automobiles, with 10.3% of its gross sales being electrical, was the one different model to be above 10% EV share. You’ve then received a second tier of auto manufacturers that had kind of reasonable EV share — Porsche (7.7%), Hyundai (6.2%), BMW (5.9%), and Lexus (5.5%). Then, properly, it simply will get miserable.
auto teams and alliances, BMW Group is again on high! Yep, 5.7% isn’t a lot to cheer about, however the German sport luxurious model is doing higher than everybody else. At 4.2%, Hyundai–Kia got here in second, main all different mass-market auto corporations. Then we’ve received GM at 3.6%, nothing thrilling in any respect, however higher than the remainder.
Fiat, Cadillac, & BMW Group Lead Even Extra in 2nd Quarter
The second quarter was extra of the identical, however with notable rises. Fiat was nonetheless #1, however rose to 98.8% EV gross sales. (However be aware that Fiat had solely 155 complete gross sales in Q1 2026 and 82 gross sales in Q2 2026, so it’s questionable whether or not the model ought to even be included right here.) Cadillac was #2 once more but in addition rose when it comes to proportion — 35.4% versus 30.7%. That’s a notable enhance, particularly coming from a a lot larger start line when it comes to volumes. This time round, although, it was Porsche fairly than Volvo Automobiles that was simply above 10% share (Volvo dropped means right down to 4.7% BEV share).
By way of auto teams and alliances, BMW Group retained the #1 place and rose barely (from 5.7% to six.0%), after which GM shot up from third to second (from 3.6% EV share to five.0% share). Hyundai–Kia truly had extra of its gross sales coming from EVs than the quarter earlier than (4.5% versus 4.2%), however GM’s large bounce pushed Hyundai–Kia down to 3rd. Maybe the largest shock, although, was Subaru leaping up from 2.1% EV share to 4.2% EV share — fairly a bounce!
Some other ideas on these charts?
Additionally see:
Listed here are static variations of the charts above as properly:



Join CleanTechnica’s Weekly Substack for Zach and Scott’s in-depth analyses and excessive degree summaries, join our day by day e-newsletter, and observe us on Google Information!
Have a tip for CleanTechnica? Need to promote? Need to recommend a visitor for our CleanTech Speak podcast? Contact us right here.
Join our day by day e-newsletter for 10–15 new cleantech tales a day. Or join our weekly one on high tales of the week if day by day is simply too frequent.


CleanTechnica makes use of affiliate hyperlinks. See our coverage right here.
CleanTechnica’s Remark Coverage
