Tesla Had 46% of US EV Market in 2025 (Down from 49% in 2024) — GM 13%, Ford 7%
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It’s taken some time, but we’ve finally crunched the numbers for the US electric vehicle market in terms of auto brands and auto groups. (That’s full battery-electrics, not inclusive of plugin hybrids.) Here’s our report on how different auto brands and auto groups did in the EV market in 2025. This follows our first three reports on Q4 and full-year 2025 US EV sales:
- Lowest US EV Sales Since 4th Quarter of 2022 — CHARTS
- 32 Electric Vehicles Increased in Sales in 2025 in USA
If the static charts below do not show well for you, scroll down to the bottom of the article for embedded charts.
As part of this report, I will be comparing to a few 2024 US EV sales reports to show how top companies have progressed or regressed in the market.
In terms of this first matter, Tesla retained heavy dominance over the rest of the market in terms of share of US electric vehicle sales. However, its share of the market, like its overall sales, declined year over year. In 2024, Tesla had 48.7% of the market, and that dropped to 46% in 2025. This continues a long-term trend. In fact, Tesla used to have almost double the market share it had in 2025. The Texan company’s overall sales in the US market dropped from about 634,000 in 2024 to about 589,000 in 2025.
As for the #2 brand, Chevrolet, the Detroit-based automaker rose from approximately 68,000 EV sales in 2024 to approximately 92,000 EV sales in 2025. Its share of the US market also increased, from 5.2% to 7.2%.
In 3rd place, Ford dropped from about 98,000 sales to approximately 84,000 sales — quite a difference compared to rival Chevrolet. Its share of the US EV market dropped from 7.5% to 6.6%.
In 4th place, Hyundai rose slightly from 4.7% share of the market to 5.1% market share. Its total sales rose from nearly 62,000 sales in 2024 to 65,645 sales in 2025.
In 5th place, Cadillac shot up the ranking thanks to its growing and increasingly popular EV product lineup. It rose from 2.2% market share in 2024 to 3.8% market share in 2025. Sales volume increased from approximately 29,000 units to approximately 49,000 units.
Looking at things by auto group, it’s the same story for Tesla as above — since Tesla has just one brand.
GM was the big winner, rising from 8.8% EV market share in 2024 to 13.2% EV market share in 2025. Its sales rose from 114,426 units to 169,793 units year over year.
In 3rd place, Hyundai–Kia dropped from 9.5% in 2024 (which put it in second place last year) to 8.1% in 2025. In other words, Hyundai–Kia swapped places with GM. In terms of sales volume, Hyundai–Kia’s sales dropped from about 124,000 to fewer than 104,000. Yikes….
Ford Motor Co. took 4th place, but its total sales and market share also declined. Its market share dropped from 7.5% to 6.6%, while its sales volume dropped from about 98,000 to about 84,000.
In 5th place was Volkswagen Group, and it did see big increases. It grew from 3.7% market share in 2024 on the back of nearly 48,000 sales to 5.6% market share on the back of more than 72,000 sales in 2025!
As a final note, I think the company to keep an eye on for growth this year has to be Rivian, presuming it does get its R2 into production. The company dropped from 4.0% market share in 2024 to 3.3% in 2025, with sales dropping by almost 10,000 units. If it can successfully launch the R2, though, how high could it rise in 2026?
That wraps up auto company comparisons for 2025, but we also have the 4th quarter to cover.
In the 4th quarter, auto companies almost across the board saw their EV sales drop compared to the 3rd quarter due to the $7,500 US EV tax credit getting eliminated. (A handful of electric vehicles did actually achieve sales growth somehow, however.) So, it was truly a warped quarter and dramatically different from the 3rd quarter. Some companies were certainly better than others at keeping sales going, or even gaining sales in the 3rd quarter but not logging them until deliveries were made in the 4th quarter — ahem, Tesla (thanks, direct sales method).
Anyway, getting to the numbers, Tesla had 58.9% of the EV market in the 4th quarter, while Ford had 6.2%, Cadillac (yes, Cadillac) had 4.7%, Rivian had 4.2%, and Chevrolet had 3.8%. Cadillac actually had sales growth year over year in the 4th quarter, the only brand to achieve that. Its sales grew 36%!
Looking at things by auto group or alliance, Tesla’s split is the same of course. GM’s share dropped to 11% (Cadillac did great, but Chevrolet’s EV sales crashed). Ford Motor Co. was 3rd with 6.2% share and Hyundai–Kia was right behind it with 6% share. Rivian wrapped up the top 5 with 4.2% market share.
How will these rankings and market share totals shift around in 2026? We’ll see!
2025 Charts Embedded
Q4 2025 Charts Embedded
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