Cox 3Q 2025 EV Sales Report: CT is #2 truck, #14 overall

[YDR37]

Cox Automotive/Kelley Blue Book have released their EV Sales Report for the US for 3Q 2025. It was the highest quarter of all time for US EV sales, although sales are expected to drop significantly in 4Q 2025.

The top 15 EV sellers last quarter, according to Cox:

1. Tesla Model Y: 114,897
2. Tesla Model 3: 53,857
3. Chevrolet Equinox EV: 25,085
4. Hyundai Ioniq5: 21,999
5. Honda Prologue: 20,236
6. Ford Mustang Mach-3: 20,177
7. VW ID.4: 12,470
8. Audi Q6 e-tron: 10,299
9. Ford F-150 Lightning: 10,005
10. Rivian R1S: 8,184
11. Chevrolet Blazer EV: 8,089
12. Kia EV9: 7,510
13. Cadillac Lyriq: 7,309
14. Tesla Cybertruck: 5,385
15. GMC Hummer SUV/pickup: 5,246

Cybertruck is up one spot from #15 in 2Q 2025.



Cox 3Q 2025 numbers for EV pickups specifically:

Ford F-150 Lightning: 10,005
Tesla Cybertruck: 5,385
Chevrolet Silverado EV: 3,940
GMC Sierra EV: 3,374
Rivian R1T: 2,378
GMC Hummer EV pickup: 1,749 (estimated; assumed 1/3 of 5,246 Hummer EVs are pickups)

The Silverado and Sierra EVs are basically the same vehicle, just with different styling and dealer networks. The combined sales were 7,314.

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[dalton108]

Cox 3Q 2025 numbers for EV pickups specifically:

Ford F-150 Lightning: 10,005
Tesla Cybertruck: 5,385
Chevrolet Silverado EV: 3,940
GMC Sierra EV: 3,374
Rivian R1T: 2,378
GMC Hummer EV pickup: 1,749 (estimated; assumed 1/3 of 5,246 Hummer EVs are pickups)

The Silverado and Sierra EVs are basically the same vehicle, just with different styling and dealer networks. The combined sales were 7,314.

Thanks for always keeping us apprised of these figures it’s appreciated!

 

[YDR37]

Cox 3Q 2025 numbers for EV pickups specifically:

Ford F-150 Lightning: 10,005
Tesla Cybertruck: 5,385
Chevrolet Silverado EV: 3,940
GMC Sierra EV: 3,374
Rivian R1T: 2,378
GMC Hummer EV pickup: 1,749 (estimated; assumed 1/3 of 5,246 Hummer EVs are pickups)

The real takeaways from these numbers are (1) the EV pickup market is weak, and (2) it's not improving.

Add up the numbers above, and you get a total of 26,831 EV pickups sold in the US in 3Q 2025. First of all, that's a small number -- for comparison, the ICE Ford Maverick, at 34,848, easily outsold the entire EV pickup sector. But second, the number isn't going anywhere. The Cox 3Q 2025 report also includes the 3Q 2024 numbers for year-over-year comparison -- and the 3Q 2024 total for the same models was 27,812.

So there were all-time record EV sales in the US during 3Q 2025 -- for EV SUVs. It wasn't a record quarter for EV pickups, despite the looming threat of a $7,500 price rise due to the loss of the tax credit.

The leaders in the EV pickup sector -- the Lightning and the Cybertruck -- will almost certainly sell fewer vehicles in 2025 than they did in 2024. We'll have to wait for the 4Q numbers to know for sure, but they are unlikely to be good, due to the loss of the tax credit. GM sales will probably be up for 2025, but that's more because GM was late to the party and there was limited availability of Silverado/Sierra in 2024.

 

[dalton108]

The real takeaways from these numbers are (1) the EV pickup market is weak, and (2) it's not improving.

Add up the numbers above, and you get a total of 26,831 EV pickups sold in the US in 3Q 2025. First of all, that's a small number -- for comparison, the ICE Ford Maverick, at 34,848, easily outsold the entire EV pickup sector. But second, the number isn't going anywhere. The Cox 3Q 2025 report also includes the 3Q 2024 numbers for year-over-year comparison -- and the 3Q 2024 total for the same models was 27,812.

So there were all-time record EV sales in the US during 3Q 2025 -- for EV SUVs. It wasn't a record quarter for EV pickups, despite the looming threat of a $7,500 price rise due to the loss of the tax credit.

The leaders in the EV pickup sector -- the Lightning and the Cybertruck -- will almost certainly sell fewer vehicles in 2025 than they did in 2024. We'll have to wait for the 4Q numbers to know for sure, but they are unlikely to be good, due to the loss of the tax credit. GM sales will probably be up for 2025, but that's more because GM was late to the party and there was limited availability of Silverado/Sierra in 2024.

Yeah, that’s pretty much what I got out of it. I was also surprised to see how poorly Hummer is doing. I really like that rig, came very close to going that direction. But I simply cannot justify buying a vehicle without FSD. So, I won’t until there’s something comparable elsewhere.

I will say what I said from the beginning, though. People tried to shout me down then and I ignored them as I will continue to do now. Putting cost aside, the cybertruck’s biggest sin is range. With my tent other add-ons and driving assertively, my CB doesn’t get any more than 250 miles of range normally without towing. Towing with my small rig, basically 100 miles. It’s anemic and unacceptable.

I think you’re probably right about the GM thing; however, it’s not for nothing that GM has the biggest actual range. As Jay Leno famously said if a new entrant is going to make headway it has to be better than what came before it.

I can’t be subjectively better! It has to be objectively better in every measure. Elon seems to have thought he could just declare it so! “This is what we really mean by tough”, it’s going to have this kind of range (and not deliver); it can beat a 911 while towing a 911 (and then the flim-flam with the 1/16 mile nonsense), it can be a boat briefly. Yeah so can a house in a flood!

 

[YDR37]

I was also surprised to see how poorly Hummer is doing.

I think that Hummers actually sell surprisingly well, given the starting MSRP of $99,095. Remember, Hummers come in both SUV and pickup configurations. GM doesn't break down the numbers, but the usual assumption is that about 2/3 of Hummer sales are SUVs and 1/3 are pickups.

According to Cox, GM actually sold 5,246 Hummers in 3Q 2025, which nearly matched the Cybertruck at 5,385. But most of those were SUVs. The 1,749 number is just my estimate for Hummer pickups specifically.

 

[dalton108]

I think that Hummers actually sell surprisingly well, given the price. Remember, Hummers come in both SUV and pickup configurations. GM doesn't break it down, but the usual assumption is that about 2/3 of Hummer sales are SUVs and 1/3 are pickups.

… The 1,749 number is just my estimate for Hummer pickups specifically.

No. I understood that but yeah, you make a very good point regarding the price. It was actually another reason that I just could not pull the trigger on a hummer— pay more for fewer features that matter to me. Nonetheless, as somebody who was born right when Neil Armstrong took those first few steps on the moon, that Apollo themed interior was calling my name— hard!

To get the maxed out hummer that I wanted, I’m pretty sure I was right around $140/150k. Watts to Freedom was slower than the CB and limited temporarily on how you could actually use it. I might’ve been able to tolerate “Blues Cruse” or whatever FSD knock off they’re trying to ship, but my need for speed and aversion for paying more money for a slower 0 to 60 is definitely what kept me from pulling the trigger in that direction.

The Taycan, is a beautiful car in my opinion but there’s no way I can even wrap my head around spending 2 1/2 model S Plaid’s worth of monies to get worse performance! Like someone said yesterday I think, Elon has me by the cyber-balls!

 

[YDR37]

Who the heck is buying Nissan Ariyas and why?

That was a big mystery last quarter (when the Ariya outsold the Cybertruck). But Nissan has discontinued the Ariya in the US, so it was not a big seller in 3Q 2025, and is unlikely to be a factor for the foreseeable future.

The main surprises (for me) on the 3Q 2025 list are the VW ID.4 and the Audi Q6 e-tron. Unlike most of the vehicles on the list, they weren't eligible for the tax credit (maybe eligible for the lease credit). Neither was a top seller in 2Q.

 

[Sjohnson20]

That was a big mystery last quarter (when the Ariya outsold the Cybertruck). But Nissan has discontinued the Ariya in the US, so it was not a big seller in 3Q 2025, and is unlikely to be a factor for the foreseeable future.

The main surprises (for me) on the 3Q 2025 list are the VW ID.4 and the Audi Q6 e-tron. Unlike most of the vehicles on the list, they weren't eligible for the tax credit (maybe eligible for the lease credit). Neither was a top seller in 2Q.

what the heck they discontinued it? Why? I just saw one at a Supercharger at Buccess in Jacksonville.

 

[Sjohnson20]

R1S is doing well. Tesla probably needs to look at making a big SUV like that.

 

[Sjohnson20]

Hold on a second.

Tesla reported total other vehicle sales as 15,993.

Cox is reporting a total of 10,771 combined between the truck, S, and X.

did they sell 5k semis or something?

 

[YDR37]

Hold on a second.

Tesla reported total other vehicle sales as 15,993.

Cox is reporting a total of 10,771 combined between the truck, S, and X.

did they sell 5k semis or something?

Cox only reports US sales. Tesla's numbers are global.

For the CT, this doesn't matter much; the vast majority of sales are in the US, so Cox is missing only a handful of sales in Canada and Mexico. However, the S/X are sold globally, so Cox is missing a lot of S/X sales in Europe and Asia.

Having said that, Cox's numbers aren't necessarily perfect; they are only estimates. I personally find the latest CT number to be surprisingly low, although I'm sure it was somewhere between 5,000 - 10,000. However, since Tesla won't provide numbers for individual models, we have to go with third-party estimates, and the Cox estimates are the most widely accepted alternatives.

 

[YDR37]

what the heck they discontinued it? Why? I just saw one at a Supercharger at Buccess in Jacksonville.

Nissan is only discontinuing the Ariya in the US; it will still be available in other markets. So it's a US-specific issue. And the general assumption (Nissan won't confirm it) is that the issue is the new US tariffs. The Ariya is only made in Japan, so it gets hit with tariffs when imported to the US.

Apparently Nissan will promote the Leaf to Americans instead, because the Leaf can be made at a factory in Tennessee.

 

[YDR37]

R1S is doing well. Tesla probably needs to look at making a big SUV like that.

Tesla already makes a large SUV, the Model X. However, the R1S outsold the X by more than 2-to-1 in 3Q 2025. I would suspect that most large SUV buyers prefer the more traditional design of the R1S (boxy, high ground clearance) over the less conventional design of the X (sleeker, gull-wing doors).

Rivian is introducing a smaller, mass-market SUV next year, the R2. The R2 (which looks like a smaller R1S) will compete withe Model Y (which looks like a smaller Model X, only without the gull-wing doors). Rivian is probably hoping that the more traditional SUV design of the R2 will help sales.

 

[TeslaKen]

Let's not forget all of the Cybertrucks secretly sold to the US Military and other foreign governments "off the books" that's probably another 50,000 right there.

 

[YDR37]

... Cox's numbers aren't necessarily perfect; they are only estimates. I personally find the latest CT number to be surprisingly low, although I'm sure it was somewhere between 5,000 - 10,000. However, since Tesla won't provide numbers for individual models, we have to go with third-party estimates, and the Cox estimates are the most widely accepted alternatives.

The media are generally running with Cox's estimate of 5,385 Cybertrucks sold in the US in 3Q 2025. However, a well-regarded independent Tesla analyst, Troy Teslike, has a higher estimate of 7,503, plus 150 in Canada. Troy's estimates for current and future quarters are paywalled, but he releases his numbers for past quarters.

So Troy's estimate is almost 40% higher than the Cox estimate. However, it's still a relatively small number.

For the year to date (1Q to 3Q 2025), Cox estimates 16,097 Cybertruck sales in the US. Troy estimates 17,962 deliveries in the US, plus 680 in Canada.

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