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With 2025 numbers in and the more basic US EV sales reports out, now is the time for one of my favorite topics of exploration — how fast different automakers are electrifying. Yes, it just hit me that we should really do an analysis like this for global sales — but, for now, you have to settle for a US focus.
Note that, if the static charts published in this article do not show well on your device (phone), they are embedded on the bottom of this article as well and should be easier to view there.
Of course, there are several brands that only sell electric vehicles. I do include them here as a kind of benchmark on the chart for what other auto brands should aspire to, and will eventually achieve (if they don’t go bankrupt). Among legacy automakers still making the transition, Cadillac remains in the lead. Across 2025, more than 28% of Cadillac’s sales were EV sales. That’s about one out of every three and a half vehicle sales! (Note that Fiat no longer sells non-electric vehicles in the United States, but it only achieved 84 sales in total in the 4th quarter.)
In second place after Cadillac was Audi, with 18.2% of its sales being electric, or approximately one out of every five and a half. And right behind it was Porsche, with 18% of its sales being electric last year. Porsche was once the leader in this race. Perhaps it will get its groove back with the new Porsche Cayenne Electric on the way.
After those three, premium brands continued to dominate the ranking, with BMW (10.9%), Acura (9%), and Volvo (8.9%) next in line before Volkswagen (8.6%) comes into the picture. (And, frankly, Volkswagen isn’t the same high-volume, affordable brand in the US that it is in Europe.) Needless to say, electric vehicles haven’t broken through yet on the dealership lots of mass-market, lower-cost brands.
One more thing we see — but already knew — is that Japanese automakers are not keen on selling EVs (for some reason).
Looking at things by auto group or alliance, it may surprise one to see that Volkswagen Group led the pack in 2025, with 12.7% of its sales — or approximately one out of every 8 cars sold — being electric. Though, that’s not really a surprise when we consider that Porsche, Audi, and Volkswagen ranked well higher up and are all part of Volkswagen Group.
A little bit behind it is BMW Group, with 10.7% of sales — or about one out of every 9 cars sold — being fully electric in 2025. Not amazing, but better than most!
Among big, mass-market brands, GM led the way thanks to 5.9% of sales being electric, and Hyundai–Kia was right behind at 5.6%.
The Q4 results were a bit different from the full-year results. Audi and Acura got knocked out of the top spot, for example, with especially poor EV sales in the 4th quarter.
Cadillac was still #1 among legacy auto brands other than Fiat, with 26.9% of its sales being electric in the 4th quarter. Not bad!
Porsche was also not far off its full-year result, with 15.2% of its vehicle sales being electric. Volvo and BMW, meanwhile, were down below 7% — Volvo at 6.9% BEV share and BMW at 6.7% BEV share. The rest of the auto brands were really not worth writing about, though.
As far as auto groups/alliances go, BMW Group led the way this time. Well, if we can count 5.5% BEV share as leading the way. Far behind it were GM and Volkswagen Group at a meager 3.6% BEV share. Hyundai–Kia achieved 3.0% BEV share and Ford 2.7% BEV share — again, if we can even use the word “achieved” here. Below them … well, it’s best not to look.
Of course, the 4th quarter was brutal for EV sales since there was a rush to buy EVs in the 3rd quarter before the $7,500 US EV tax credit was eliminated.
Embedded Charts
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