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Ford's Q2 U.S. sales fell 10.3% due to a 40.7% drop in EV sales and an aluminium shortage affecting F-Series trucks.
General Motors reported a 4% drop in Q2 US sales, citing declining demand for electric vehicles and the Silverado pickup truck. Meanwhile, Toyota gains market share with a strong hybrid and EV lineup.
Chinese EV brands crossed the 15% mark in Europe’s electric vehicle sales for the first time in April 2026, driven by strong performance from BYD and Chery.
Tesla has reclaimed the global quarterly BEV sales crown from BYD in Q1 2026, but the broader market trends suggest a more complex competitive landscape.