2025 EV Sales So Far: GM Wins, Tesla Loses

It's a mixed bag. Some automakers saw increases while sales fell for others.

Chevrolet Equinox EV

Photo by: Chevrolet

Anthony Alaniz

By: Anthony Alaniz

Apr 2, 2025 at 4:20pm ET

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First-quarter sales results are rolling in, and things are looking up for most automakers. Toyota sales are off to a strong start, Mazda and Subaru had record months, and Kia had its best quarter ever. But when digging into the data, results for electric vehicles were much more mixed.

Tesla's quarterly sales plunged 13 percent, delivering 336,681 vehicles through the first three months of 2025. Rivian reported delivering 8,640 vehicles, down 36 percent. But General Motors reported a 94 percent increase in EV sales for the same period, selling 31,887 EVs.

2025 Hyundai Ioniq 5 XRT

Photo by: InsideEVs

Only the Cadillac Lyriq saw its sales fall at GM, down 25.9 percent. However, Cadillac launched the Optiq and Escalade IQ EV, which more than made up for the Lyriq's losses last quarter, and increased Cadillac EV sales overall.

Every other GM EV, including the GMC Hummer, saw its sales increase compared to last year. Sales for the burly EV were up 108.6 percent, moving 3,479 units in Q1. The Chevrolet Equinox EV remains GM's best-selling EV, with 10,329 sold. It's been on sale for less than a year.

Thanks to the Mustang Mach-E and E-Transit, EV sales were up 11.5 percent at Ford to 22,550. The automaker sold 11,607 electric Mustangs, up 21.0 percent, and 3,756 vans, a 29.9 percent jump. Those two made up for the 7.2 percent dip in F-150 Lightning sales last quarter, with the company selling 7,187 electric pickups.

BMW's battery-electric vehicles also had a strong start to the year, increasing 26.4 percent overall—13,585 for the quarter. BMW i4 and iX sales jumped 57 and 23.1 percent, respectively, making up for the 15.2 and 10.4 percent dip in i5 and i7 sales.

BMW iX xDrive60 (2025)

Photo by: BMW

Kia saw sales dip for the EV6 and EV9, down 7.9 and 6.3 respectively. At Hyundai, the Ioniq 5 saw its sales increase by 26.0 percent, while Ioniq 6 sales fell by 9.0 percent. Subaru Soltera sales jumped 172.9 percent, from 1,147 in Q1 2024 to 3,131 in Q1 2025. Toyota bZ4X sales increased 105.7 percent, to 5,610. However, sales for the Lexus RZ fell 9.3 percent.

Volkswagen ID.4 sales were also up, increasing 24.3 percent to 7,663. The automaker just added the ID.Buzz to its lineup, which has moved 1,901 units so far. Nissan Ariya sales increased 0.1 percent to 4,148, while the Leaf jumped 103.4 percent—1,142 to 2,154 units.

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Other EVs on sale haven't been on the market long enough to see if sales are up or down. Honda has sold 9,561 Prologue and 4,813 Acura ZDX crossovers this year. Stellantis just began offering the Jeep Wagoneer S and the Dodge Charger Daytona EV, moving 2,595 electric crossovers, and 1,947 coupes.

Just a few years ago, automakers made considerable promises to electrify their lineups. Gas was out, and batteries were in. But buyers didn't show up as expected, leading companies to temper their electrification plans. Policy changes and proposed tariffs could soon wreak havoc on the growing EV market, and next quarter's results will better indicate the market's future.

Make and Model 2025 Sales % Change Acura ZDX 4,813 N/A BMW i4 7,125 57% BMW i5 1,899 -15.2% BMW i7 888 -10.4% BMW iX 2,626 23.1% Cadillac Escalade IQ EV 1,956 N/A Cadillac Lyriq 4,300 -25.9 Cadillac Optiq 1,718 N/A Chevrolet Blazer EV 6,178 931.2% Chevrolet Brightdrop 274 7.0% Chevrolet Equinox EV 10,329 N/A Chevrolet Silverado EV 2,382 124.6% Dodge Charger Daytona EV 1,947 N/A Ford E-Transit 3,756 29.9% Ford F-150 Lightning 7,187 -7.2% Ford Mustang Mach-E 11,607 21.0% GMC Hummer EV 3,479 108.6 GMC Sierra EV 1,249 N/A Honda Prologue 9,561 N/A Hyundai Ioniq 5 8,611 26.0% Hyundai Ioniq 6 3,318 -9.0% Jeep Wagoneer S 2,595 N/A Kia EV6 3,738 -7.9% Kia EV9 3,756 -6.3% Lexus RZ 1,454 -9.3% Nissan Ariya 4,149 0.1% Nissan Leaf 2,323 103.4% Rivian 8,640 -36.0% Subaru Soltera 3,131 172.9% Tesla 336,681 -13.0% Toyota bZ4X 5,610 195.7% Volkswagen ID.4 7,663 24.3% Volkswagen ID.Buzz 1,901 N/A Volvo 2,706 179.0%

By The Numbers:

The Dodge Charger EV Is Already Outselling the Supra in 2025

The XM Is Dead Last In BMW Global Sales

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