GoKawiilUS EV sales rise for third straight quarter, Cox Automotive reports
Cox Automotive's new report shows electric vehicles captured 6.1% of the US auto market, their best share since the third quarter of 2025, marking three consecutive quarters of growth after sales fell when federal tax credits expired last year. Toyota, Rivian and Subaru led gains, with Toyota bZ and Lexus RZ sales roughly doubling after refreshed models added Tesla-style charging ports, bigger batteries and faster charging. Tesla's sales fell 20% year-over-year but it still sold more than half of all EVs in the quarter.
GoKawiil's interpretation of the reporting above, not reported fact.
Cox Automotive's Stephanie Valdez Streaty suggests more competitive pricing and higher gas prices are drawing buyers back, indicating the EV market may be adjusting to life without subsidies rather than collapsing. The pattern echoes Germany's experience after it cut EV incentives in 2023, where sales slumped sharply before steadily recovering, which could offer a rough template for how the US market stabilizes. Tesla's declining share alongside rivals' gains suggests competition is intensifying even as the overall EV category regains momentum.
- EVs hit 6.1% of US auto sales, their best quarter since Q3 2025, per Cox Automotive.
- Toyota, Rivian and Subaru posted strong gains while Tesla sales fell 20% year-over-year.
- Germany saw a similar post-incentive slump and recovery, which may preview the US trajectory.
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Published there as: “Electric vehicle sales in the US are showing signs of life”
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