With delivery figures for major automakers in the U.S. and overseas now in, we can take a look at all the winners and losers during the second quarter of 2026.
Tesla Reports Massive GainsBYD’s Delivery Figures Cross 500,000 Units
Widening the gap against Tesla by over 160,000 units. BYD’s figures illustrate its strong overseas exports push into Europe, Southeast Asia, and Latin America. The automaker’s June sales also expanded by 5.5% in June.
Ford Battles EV, Recall HeadwindsGeneral Motors Declines
GM also recently introduced the fifth-generation 2027 Chevrolet Silverado 1500 pickup truck with a new 10-speed automatic gearbox and new V-8 engine options as it earlier sunset the Silverado EV Pickup truck.
Stellantis Reports GrowthRivian Sales Surge
The delivery beat was powered by steady commercial van demand and quarter-over-quarter growth in its signature R1 platform, alongside the rollout of R2 deliveries. Rivian raised its full-year 2026 delivery outlook to between 65,000 and 70,000 vehicles.
Lucid Touts New Leadership
CEO Silvio Napoli announced an aggressive organizational overhaul aimed at streamlining operations, among other reasons. The automaker announced Alexander De Bock as the CFO, while Raja Ramana Macha is the CTO of the company.
Toyota U.S. Sales Grow Marginally
Toyota Motor Corp (NYSE:TM) reported selling 673,971 vehicles in the U.S. during the second quarter of 2026, which illustrated a 1.1% increase.
Electrified vehicles, including hybrids, plug-in hybrids and fuel cell vehicles, accounted for 383,091 units sold, which was a 19% surge and 56.8% of Toyota’s total quarterly volume.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by a Benzinga editor.
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