Overview
- Cox Automotive and Kelley Blue Book estimates show U.S. EV sales rose to about 247,226 units in Q2 2026, the first quarter-over-quarter gain after the federal $7,500 tax credit expired in September 2025.
- Tesla retained roughly half the U.S. EV market in H1 2026 by selling about 124,800 cars in Q2 and making the Model Y the country’s best-selling EV.
- Toyota more than doubled its U.S. EV volume in the first half of 2026 to about 21,855 units by rolling out new models such as the bZ Woodland and C-HR and using targeted incentives.
- Some manufacturers continue to struggle: Audi delivered only about 1,730 EVs in the U.S. in H1 2026, while the post‑credit collapse forced many automakers to delay or cancel planned EV models and take large restructuring charges.
- The U.S. recovery contrasts with a broader regional split where Europe leads global EV growth, a divergence that is reshaping automaker strategy toward lower-priced models, state-level incentives, and charging expansion that could affect consumer costs and choices.