Porsche reported the single biggest gain in EV sales in the January-March period, while Tesla experienced a 9% drop compared to 2024
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- Almost 300,000 EVs were sold in the United States during the first three months.
- Porsche, Toyota, VW, Volvo, and GMC increased their sales in Q1 significantly.
- Tesla sales dropped by 9%, but it still retains a 43.5% share of the EV market.
Electric vehicle sales in the United States are gaining ground, but the road to mainstream dominance is still a long one. While EVs made a notable leap forward in the first quarter of 2025, they continue to account for only a fraction of total new car sales. Some automakers rode a wave of growth with new models and fresh demand, while others—Tesla included—faced early-year setbacks.
Read: Tesla’s Q1 Collapse Fueled VW’s Shock Rise In The EV Race
In total, 296,227 electric vehicles were sold nationwide between January and March, marking an 11.4 percent increase over the 265,981 units delivered during the same period last year. New data shows that General Motors had a particularly strong showing, with more than 30,000 GM EVs finding buyers in Q1—nearly doubling its output from a year ago. A mix of fresh offerings from Chevrolet and GMC helped drive the gains, while Cadillac continued to post steady performance.
GM Surges with Chevrolet and GMC
Chevrolet alone sold 19,186 electric vehicles in Q1 2025, a 114.2% increase over the 8,957 units it moved in the same quarter last year. The big success story was the Equinox EV, which led the brand’s lineup with 10,329 sales. The Blazer EV followed with a staggering 931.2% increase—rising from just 600 units in Q1 2024 to 6,187 units. The Silverado EV also posted a strong debut with 2,383 deliveries. Meanwhile, the Bolt EV and EUV were essentially absent, with only 13 units sold after GM officially discontinued the models two months ago.
GMC contributed solid numbers as well. The Hummer EV pickup and SUV posted a combined 3,479 sales, up 108.6%, while the brand also moved 1,249 units of the new Sierra EV.
According to Cox Auto, Porsche recorded the highest EV growth rate of any brand, with sales up 249% thanks to the arrival of the new Macan Electric. Toyota’s EV sales climbed 195.7% to 5,610 units, the Volkswagen Group jumped 183%, and Volvo spiked 172.9% on the strength of the new EX30 and EX90 models.
Tesla Flounders While Others Flourish
Tesla by contrast, didn’t share in the early-year enthusiasm. The company saw its US sales drop 9% year-over-year, delivering 128,100 vehicles in Q1. Still, even with the decline, Tesla holds a commanding 43.5% share of the U.S. EV market—nearly half of all electric cars sold.
Several other automakers also saw declines. Mercedes-Benz posted the steepest drops, down a staggering 58%. Rivian followed with a 37% dip, and Kia slipped 24% compared to the same quarter last year.
Looking ahead, Cox Automotive expects the rest of the year to be anything but smooth. “The rest of 2025 will likely be a volatile one for EV sales in the U.S., despite the introduction of new product and healthy incentives,” the firm noted. Tariff-related headwinds could weigh heavily, particularly for automakers relying on imported materials. Steel and aluminum tariffs are already a hurdle, and with China supplying much of the world’s EV battery materials, the ongoing trade standoff may distort the market further.
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