Electric car sales in the US in 2025: Tesla leads, market share declines.
In Q3 2025, US EV sales reached a record 438,487 vehicles, accounting for 10.5% of the market share. The Model Y led with 114,897 vehicles; Tesla's market share declined to approximately 41% as Chevrolet and Hyundai gained ground. Data according to Kelley Blue Book.
According to Kelley Blue Book, the third quarter of 2025 saw a new record for the US electric vehicle market with 438,487 vehicles sold, a 40.7% increase from the second quarter and a 29.6% increase year-on-year. Electric vehicles accounted for 10.5% of total sales. The Tesla Model Y continued to lead with 114,897 vehicles sold during the quarter, but Tesla's market share declined from 49% to approximately 41% as competitors accelerated their sales.
Record sales and the booming EV market in Q3 2025
The third quarter concluded a closely watched reporting period, with EV sales surpassing the Q4 2024 record by nearly 20%. Growth was driven by product diversification and accelerated new model launches. However, the market picture remains concentrated: the number of models exceeding 10,000 units per quarter remains below 10, reflecting the nascent mass market segment.
Top models leading the Q3 race: Model Y remains number one, competitors close behind.
The Model Y maintained its top position with a 29% increase year-over-year. The Model 3 held second place, while the Chevrolet Equinox EV was a highlight of growth. The Audi Q6 e-tron surprisingly surpassed the Ford F-150 Lightning during the quarter.
| Car model | Q3/2025 Sales (vehicles) | Compared to the same period |
|---|---|---|
| Tesla Model Y | 114,897 | +29% |
| Tesla Model 3 | 53,857 | -7.8% |
| Chevrolet Equinox EV | 25,085 | +156.7% |
| Hyundai Ioniq 5 | 21,999 | — |
| Honda Prologue | 20,236 | — |
| Ford Mustang Mach-E | 20,177 | — |
| Audi Q6 e-tron | 10,299 | — |
| Ford F-150 Lightning | 10,005 | — |
Other good growth patterns in the quarter
- Rivian R1S: 8,184 units
- Chevrolet Blazer EV: 8,089 vehicles
- Kia EV9: 7,510 vehicles
- Cadillac Lyriq: 7,309 vehicles
As of the end of Q3 2025: the landscape by brand
Total EV sales in the US from the beginning of the year to the end of the third quarter exceeded 1.04 million vehicles, an 11.7% increase compared to the same period last year. Tesla led in absolute production but declined compared to 2024; Chevrolet saw triple-digit growth thanks to new products.
| Company | Year-to-Date Sales (vehicles) | Compared to the same period |
|---|---|---|
| Renault | 451,160 | -4.3% |
| Chevrolet | 87,137 | +113% |
| Ford | 69,600 | +2.8% |
| Hyundai | 57,167 | +31.1% |
Top-selling car models YTD 2025
Looking at individual models from the beginning of the year to the end of the third quarter, the Model Y still leads, the Model 3 has surged ahead, the Chevrolet Equinox EV has seen a dramatic increase in sales, while electric pickup trucks continue to compete fiercely.
| Car model | Year-to-Date Sales (vehicles) | Compared to the same period |
|---|---|---|
| Tesla Model Y | 265,085 | -8% |
| Tesla Model 3 | 155,180 | +18% |
| Chevrolet Equinox EV | 52,834 | +390% |
| Ford Mustang Mach-E | 41,962 | — |
| Hyundai Ioniq 5 | 41,091 | — |
| Honda Prologue | 36,553 | — |
| Tesla Cybertruck | 25,973 | — |
| Ford F-150 Lightning | 23,034 | — |
| Volkswagen ID.4 | 22,125 | — |
| Chevrolet Blazer EV | 20,825 | — |
Signs of competition and challenges ahead.
Data shows that American consumers are expanding their choices beyond Tesla, thanks to models with increasingly diverse price points and configurations. The Equinox EV and Ioniq 5 are two prominent examples of this growth outside the Tesla ecosystem.
However, the market remains affected by changes in tax incentives, battery costs, supply chains, and increasingly fierce competition. With production exceeding 10,000 vehicles per quarter remaining limited, manufacturers need to continue investing in technology, expanding their product portfolios, and optimizing costs to maintain growth momentum as EVs enter a phase of consolidation.
According to Kelley Blue Book, Q3 2025 is a pivotal period: Tesla still leads in terms of size, but the pursuit from Chevrolet, Ford, Hyundai, and a new lineup of SUV/crossover models is redefining sales for the remainder of the year.