Cox 2Q 2026 EV report: Cybertruck still #1 EV pickup

[YDR37]

Cox has released their 2Q 2026 report on US EV sales. The good news is that the Cybertruck was the top-selling EV pickup, as in 1Q 2026:

3,744 Tesla Cybertruck
2,421 Ford F-150 Lightning (discontinued but still selling from dealer inventory)
2,266 Chevrolet Silverado EV
1,756 GMC Sierra EV
1,219 Rivian R1T
649 GMC Hummer pickup (estimate; one-third of GMC pickup/SUV sales)

While the CT was the single top-selling model in 2Q 2026, GM was the largest EV pickup manufacturer, with an estimated 4,681 total Silverado EVs, Sierra EVs and Hummer pickups.

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[YDR37]

The bad news is that the whole EV pickup sector is very small, and it appears to be getting smaller:

2Q 2023: 14,721
2Q 2024: 23,138
2Q 2025: 17,983
2Q 2026: 12,055

So the Cybertruck is a big fish -- but in a small pond.

 

[hemiarch]

Do these moot numbers include all the orders that were placed for the $59k one?

 

[YDR37]

Do these moot numbers include all the orders that were placed for the $59k one?

Nope. Tesla doesn't provide such numbers. Cox uses info from state DMVs or insurance companies to estimate new Tesla sales. So nothing is recorded until a customer takes possession.

Those $59k CTs won't show up in the numbers until customers have taken delivery and obtained license plates or insurance. In the absence of any info from Tesla, that's the best that anyone can do.

 

[YDR37]

The bad news is that the whole EV pickup sector is very small, and it appears to be getting smaller:

On the other hand, the EV van sector may be gaining momentum. Rivian sold 4,003 EDV/ECV vans in 2Q 2026 (the EDV is specifically for Amazon, the ECV is for other customers). This was up 48% from 2Q 2025, despite an overall slowdown in EV sales. I think this is the first time that the top EV van has outsold the top EV pickup.

Seems like the economics behind EV local delivery vans would be compelling. Would not be surprised if this sector goes EV before full-sized pickups.

 

[tingmo13]

and I still have early Cybertruck reservation-hoping Tesla will end 'One Size Fits All' Cybertruck and produce a smaller one. Come on, Tesla!

 

[YDR37]

2Q 2026 was not a great quarter for EV sales in the US generally. According to Cox, US EV sales were down by 20.5% from 2Q 2025. The weakness in the US is particularly striking given that EV sales are rising fast just about everywhere else in the world.

Tesla set a record for 2Q deliveries globally, but this was driven by gains in Europe and Asia. In the US, Cox had Tesla sales down by 13.1% from 2Q 2025. Although Tesla sales fell, the sales of most other EVs fell by even more. The Model Y remained the #1 selling EV in the US, the Model 3 was #2, and the Cybertruck was #14.

There were two notable exceptions to the general decline in US EV sales: the Toyota/Lexus/Subaru platform (shared by all three brands) and Rivian. These brands may have some positive momentum despite the difficult US EV market.

Most EV manufacturers were hurt by the loss of the Federal tax credit in 4Q 2025, but Rivian wasn’t. This is because Rivian vehicles didn’t qualify for the tax credit anyway (due to battery sourcing issues), so they weren't affected when the credit went away. The new Rivian R2 could potentially boost Rivian's numbers in 3Q 2026, but there weren't enough R2 deliveries to move the needle in 2Q 2026.

 

[cyberowners]

Do these moot numbers include all the orders that were placed for the $59k one?

Those are just reservations

 

[Sjohnson20]

Nothing changes much every quarter. The market for the trucks still sucks. The larger EVs in general do poorly. If someone makes an EV car or small SUV it typically sells well. Tesla still dominates with the 3 and the Y.

 

[AWDMK4]

Cox has released their 2Q 2026 report on US EV sales. The good news is that the Cybertruck was the top-selling EV pickup, as in 1Q 2026:

3,744 Tesla Cybertruck

The Cox numbers for 1Q was 3,519, so not much change and the increase could have included a few $59k deliveries, but I would guess it was <50. Unless Tesla comes out and tells us how many $59k were delivered, we'll have to wait until 3Q numbers to get a better idea.

I'd say they're on track for 14k PAWD and CBs this year, down from 20k last year. Great vehicles but the market for $80k+ electric trucks is still limited.

 

[no%X#XMVk65v#cq]

GM was the largest EV pickup manufacturer, with an estimated 4,681 total Silverado EVs, Sierra EVs and Hummer pickups.

Thank you for including this. In the ICE world, I correct everyone that says the F150 is the number one selling truck, when it's actually the GMs when you combine Silverado/Sierra.

 

[YDR37]

Nothing changes much every quarter ... Tesla still dominates with the 3 and the Y.

One thing that does appear to be changing this year, at least in the US: Model 3 sales are weakening. There's no obvious non-Tesla competition, I think the 3 is being canniballized by the Y.

1H 2022: 101,327
1H 2023: 112,791
1H 2024: 73,552 (temporary production slowdown due to refresh)
1H 2025: 101,323
1H 2026: 66,616

 

[YDR37]

Thank you for including this. In the ICE world, I correct everyone that says the F150 is the number one selling truck, when it's actually the GMs when you combine Silverado/Sierra.

In the ICE world, the Silverado/Sierra are basically twins, just with different badges, styling, and dealer networks. In the EV world, the same is true with the Silverado EV/Sierra EV. The Hummer EV is also made by GM, but it is not as closely related.

Collectively, the Silverado/Sierra "twins" outsell other ICE pickups. And collectively, the Silverado EV/Sierra EV "twins" now outsell other EV pickups.

 

[roadrunner32]

2Q 2026 was not a great quarter for EV sales in the US generally. According to Cox, US EV sales were down by 20.5% from 2Q 2025. The weakness in the US is particularly striking given that EV sales are rising fast just about everywhere else in the world.

Tesla set a record for 2Q deliveries globally, but this was driven by gains in Europe and Asia. In the US, Cox had Tesla sales down by 13.1% from 2Q 2025. Although Tesla sales fell, the sales of most other EVs fell by even more. The Model Y remained the #1 selling EV in the US, the Model 3 was #2, and the Cybertruck was #14.

There were two notable exceptions to the general decline in US EV sales: the Toyota/Lexus/Subaru platform (shared by all three brands) and Rivian. These brands may have some positive momentum despite the difficult US EV market.

Most EV manufacturers were hurt by the loss of the Federal tax credit in 4Q 2025, but Rivian wasn’t. This is because Rivian vehicles didn’t qualify for the tax credit anyway (due to battery sourcing issues), so they weren't affected when the credit went away. The new Rivian R2 could potentially boost Rivian's numbers in 3Q 2026, but there weren't enough R2 deliveries to move the needle in 2Q 2026.

 

[roadrunner32]

one would think with the ongoing "straight Of Hormuz" debacle with Iran and the big bucks being militarily spent people would think about purchasing EVs. And it would be better spent on reinstitution of the $7,500 tax reduction. Even double it.

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