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These were the best-selling EV brands in the U.S. in Q1
Tesla remained the clear market leader in Q1, while Chevrolet and others saw substantial sales growth with the introduction of new models.
A recent report has revealed the latest estimates on electric vehicle (EV) sales for the first quarter of the year, with Tesla and Ford landing the top two spots, while GM’s brands saw the most sales growth.
On Thursday, Cox Automotive released data estimates for the U.S. EV market in Q1 2025, showing that Tesla remained the clear market leader among brands, while Ford, GM, BMW, and Hyundai made up the rest of the top five. The report estimated 296,227 EVs sold overall, marking an 11.4 percent increase year over year, and bringing new-vehicle EV sales to around 7.5 percent of the market.
Cox notes that this is still a steady increase from 7 percent of the market during Q1 last year, despite headwinds created by the Trump administration’s tariff war.
“The year certainly started strong, but the road ahead will be anything but smooth,” said Valdez Streaty, Cox Automotive analyst.
Tesla outsold the next top 10 brand names combined in Q1 with 128,100 units, though sales declined 8.6 percent year over year for the brand. Ford was the second-best-selling brand with 22,550 units sold, representing an 11.5 percent increase year over year.
Meanwhile, GM’s Chevrolet brand saw a 114.2 percent increase in sales from the first quarter of 2024 with 19,186, as led by the Chevy Equinox EV. The rest of the top 10 was made up, in order, by VW (9,564), Honda (9,561), Kia (8,656), Rivian (8,553), and Cadillac (7,972).
Brands such as Porsche, Toyota, and GMC joined the Chevy brand in seeing substantial sales growth, representing 249 percent, 196 percent, and 183 percent increases year over year, respectively.
It’s worth noting that multiple automakers own different brands, such as Chevrolet, GMC, and Cadillac being owned by GM, Audi being owned by VW, or Stellantis owning Jeep and Dodge, among other examples still.
EV Sales Volume Change by Brand: Q1 2025 versus Q1 2024
Credit: Cox Automotive
New Entries: EV Sales Volume in Q1 2025
Credit: Cox Automotive
READ MORE ON EV SALES: Tesla vs. competition: How many BEVs did OEMs sell in the U.S. in 2024?
Tesla doesn’t break out sales data by region, though the company recently reported delivering 336,681 units globally in the first quarter, representing a 13-percent drop from Q1 2024.
While it’s not a surprise that Tesla’s market share steadily declines as more competition enters the market, recent pressure on Elon Musk for his involvement with the Trump administration has, if nothing else, caused some automakers to try to poach Tesla owners with special trade-ins and other promotions.
Tesla has also been rolling out the refreshed Model Y, and the potential effects of the transition to it from the legacy model may play a role, though future quarters will show a better glimpse at the impact of the redesigned vehicle’s arrival.
At the time of writing, Cox Automotive has also not yet responded to Teslarati’s request for clarification on which brands are included in the “additional EV models” category. However, we expect these to include low-volume, luxury, and other niche EV brands, such as Lucid Motors. The publication also says the data overall excludes super exotics.
You can see EV sales ranked by brand below, check out the full data from Cox Automotive here, or read the publication’s press release on the report here.
Mass-market EV sellers in Q1 2025, ranked by brand
- Tesla: 128,100
- Ford: 22,500
- Chevrolet: 19,186
- BMW:13,538
- Hyundai: 12,843
- VW: 9,564
- Honda: 9,561
- Kia: 8,656
- Rivian: 8,553
- Cadillac: 7,972
- Nissan: 6,471
- Audi: 5,905
- Toyota: 5,610
- Acura: 4,813
- GMC: 4,728
- Porsche: 4,358
- Mercedes: 3,472
- Subaru: 3,131
- Volvo: 2,718
- Jeep: 2,595
- Dodge: 1,947
- Genesis: 1,496
- Lexus: 1,453
- Mini: 696
- Jaguar: 381
- Additional EV models*: 5,390
Total EV sales estimated by KBB in the U.S. in Q1 2025: 296,227
*The additional EV models category is likely made up of low-volume, luxury, and niche EV makers
Top 10 EV models sold in the U.S. in Q1 2025
- Tesla Model Y: 64,051
- Tesla Model 3: 52,520
- Ford Mustang Mach-E: 11,607
- Chevrolet Equinox EV: 10,329
- Honda Prologue: 9,561
- Hyundai Ioniq 5: 8,611
- VW ID.4: 7,663
- Ford F-150 Lightning: 7,187
- BMW i4: 7,125
- Tesla Cybertruck: 6,406
Here’s how many EVs were sold in the U.S. last year by model
News
Tesla ends Full Self-Driving purchase option in the U.S.
In January, Musk announced that Tesla would remove the ability to purchase the suite outright for $8,000. This would give the vehicle Full Self-Driving for its entire lifespan, but Tesla intended to move away from it, for several reasons, one being that a tranche in the CEO’s pay package requires 10 million active subscriptions of FSD.
Tesla has officially ended the option to purchase the Full Self-Driving suite outright, a move that was announced for the United States market in January by CEO Elon Musk.
The driver assistance suite is now exclusively available in the U.S. as a subscription, which is currently priced at $99 per month.
Tesla moved away from the outright purchase option in an effort to move more people to the subscription program, but there are concerns over its current price and the potential for it to rise.
In January, Musk announced that Tesla would remove the ability to purchase the suite outright for $8,000. This would give the vehicle Full Self-Driving for its entire lifespan, but Tesla intended to move away from it, for several reasons, one being that a tranche in the CEO’s pay package requires 10 million active subscriptions of FSD.
Although Tesla moved back the deadline in other countries, it has now taken effect in the U.S. on Sunday morning. Tesla updated its website to reflect this:
🚨 Tesla has officially moved the outright purchase option for FSD on its website pic.twitter.com/RZt1oIevB3
— TESLARATI (@Teslarati) February 15, 2026
There are still some concerns regarding its price, as $99 per month is not where many consumers are hoping to see the subscription price stay.
Musk has said that as capabilities improve, the price will go up, but it seems unlikely that 10 million drivers will want to pay an extra $100 every month for the capability, even if it is extremely useful.
Instead, many owners and fans of the company are calling for Tesla to offer a different type of pricing platform. This includes a tiered-system that would let owners pick and choose the features they would want for varying prices, or even a daily, weekly, monthly, and annual pricing option, which would incentivize longer-term purchasing.
Although Musk and other Tesla are aware of FSD’s capabilities and state is is worth much more than its current price, there could be some merit in the idea of offering a price for Supervised FSD and another price for Unsupervised FSD when it becomes available.
Elon Musk
Musk bankers looking to trim xAI debt after SpaceX merger: report
xAI has built up $18 billion in debt over the past few years, with some of this being attributed to the purchase of social media platform Twitter (now X) and the creation of the AI development company. A new financing deal would help trim some of the financial burden that is currently present ahead of the plan to take SpaceX public sometime this year.
Elon Musk’s bankers are looking to trim the debt that xAI has taken on over the past few years, following the company’s merger with SpaceX, a new report from Bloomberg says.
xAI has built up $18 billion in debt over the past few years, with some of this being attributed to the purchase of social media platform Twitter (now X) and the creation of the AI development company. Bankers are trying to create some kind of financing plan that would trim “some of the heavy interest costs” that come with the debt.
The financing deal would help trim some of the financial burden that is currently present ahead of the plan to take SpaceX public sometime this year. Musk has essentially confirmed that SpaceX would be heading toward an IPO last month.
The report indicates that Morgan Stanley is expected to take the leading role in any financing plan, citing people familiar with the matter. Morgan Stanley, along with Goldman Sachs, Bank of America, and JPMorgan Chase & Co., are all expected to be in the lineup of banks leading SpaceX’s potential IPO.
Since Musk acquired X, he has also had what Bloomberg says is a “mixed track record with debt markets.” Since purchasing X a few years ago with a $12.5 billion financing package, X pays “tens of millions in interest payments every month.”
That debt is held by Bank of America, Barclays, Mitsubishi, UFJ Financial, BNP Paribas SA, Mizuho, and Société Générale SA.
X merged with xAI last March, which brought the valuation to $45 billion, including the debt.
SpaceX announced the merger with xAI earlier this month, a major move in Musk’s plan to alleviate Earth of necessary data centers and replace them with orbital options that will be lower cost:
“In the long term, space-based AI is obviously the only way to scale. To harness even a millionth of our Sun’s energy would require over a million times more energy than our civilization currently uses! The only logical solution, therefore, is to transport these resource-intensive efforts to a location with vast power and space. I mean, space is called “space” for a reason.”
The merger has many advantages, but one of the most crucial is that it positions the now-merged companies to fund broader goals, fueled by revenue from the Starlink expansion, potential IPO, and AI-driven applications that could accelerate the development of lunar bases.
News
Tesla pushes Full Self-Driving outright purchasing option back in one market
Tesla announced last month that it would eliminate the ability to purchase the Full Self-Driving software outright, instead opting for a subscription-only program, which will require users to pay monthly.
Tesla has pushed the opportunity to purchase the Full Self-Driving suite outright in one market: Australia.
The date remains February 14 in North America, but Tesla has pushed the date back to March 31, 2026, in Australia.
NEWS: Tesla is ending the option to buy FSD as a one-time outright purchase in Australia on March 31, 2026.
It still ends on Feb 14th in North America. https://t.co/qZBOztExVT pic.twitter.com/wmKRZPTf3r
— Sawyer Merritt (@SawyerMerritt) February 13, 2026
Tesla announced last month that it would eliminate the ability to purchase the Full Self-Driving software outright, instead opting for a subscription-only program, which will require users to pay monthly.
If you have already purchased the suite outright, you will not be required to subscribe once again, but once the outright purchase option is gone, drivers will be required to pay the monthly fee.
The reason for the adjustment is likely due to the short period of time the Full Self-Driving suite has been available in the country. In North America, it has been available for years.
Tesla hits major milestone with Full Self-Driving subscriptions
However, Tesla just launched it just last year in Australia.
Full Self-Driving is currently available in seven countries: the United States, Canada, China, Mexico, Australia, New Zealand, and South Korea.
The company has worked extensively for the past few years to launch the suite in Europe. It has not made it quite yet, but Tesla hopes to get it launched by the end of this year.
In North America, Tesla is only giving customers one more day to buy the suite outright before they will be committed to the subscription-based option for good.
The price is expected to go up as the capabilities improve, but there are no indications as to when Tesla will be doing that, nor what type of offering it plans to roll out for owners.
Tesla ends Full Self-Driving purchase option in the U.S.
Musk bankers looking to trim xAI debt after SpaceX merger: report
