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U.S. EV Sales Rebound in Q3 2026 as Tesla Captures 54% of Market

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Electric vehicle sales in the United States show signs of recovery: the third quarter of 2026 delivered the best results in a year, according to estimates from Cox Automotive. About 266,630 EVs were estimated to have been purchased between July and September, up 7.7% from the second quarter, though down 38.6% year-over-year from Q3 2025, when buyers rushed to purchase before federal tax credits expired. EVs made up 6.5% of new vehicle sales. Tesla led with an estimated 144,094 units and a 54% share, with the Model Y at 99,037 units (37.2%) and the Model 3 at 40,346 (15.1%).…

🔎 Why it matters: Tesla kept 54% of the U.S. EV market in Q3 2026 with 144,094 units, and the Model Y contributed 99,037 (37.2% of the total).
📈 Upside: EV share of new vehicle sales rose from 5.8% in Q2 to 6.5% in Q3, and Rivian grew 45.7% with the R2 SUV.
📉 Risk: Sales remain nearly 39% below last year's peak, and Ford, Chevrolet and Volkswagen fell 80.2%, 74.6% and 90.5%.
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