GM Still Leads The US In Sales, But EV Demand Is Slipping

General Motors reported Q2 sales totaling 714,896 vehicles, leading all automakers in the United States. However, this number represents a 4.2 percent decrease from 2025, when the company delivered 746,588 units. Through the first half of 2026, GM has delivered 1,341,325 vehicles, which is down 6.8 percent from the 1,439,951 units sold in 2025 during the same period.

The lower sales numbers reflect a smaller electric vehicle market. Following the expiration of the $7,500 federal tax credit, the EV market saw a major contraction, particularly for lower-priced models. Out of GM's entire EV lineup, which currently includes 11 models, all but four experienced sales drops compared to Q2 2025 and the first half of 2025.

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The four models that did not experience sales drops are the Cadillac Optiq, Cadillac Vistiq, Chevrolet Bolt, and GMC Sierra EV. However, it's worth noting that the Chevrolet Bolt only sold 123 units in the first half of 2025, so its 3,334.1 percent sales increase is heavily skewed. The Cadillac Vistiq also launched in Q2 2025, which may partially explain its 123.7 percent gain.

Every other EV in the GM portfolio saw a sales decrease, with the Chevy Blazer EV posting the biggest loss of 75.10 percent. The company sold 12,736 electric Blazers in the first half of 2025 compared to only 3,166 so far this year. The GMC Hummer EV also saw a sizable 54.9 percent drop from 7,987 units in 2025 to 3,601 in 2026.

GM says it remains the number two EV seller in the US for 2026, with 56,679 units sold so far. This number is down by 27,477 units (32.6 percent) from last year and likely trails Tesla by a wide margin.

The automotive industry is in an interesting place, where rising gas prices would theoretically push buyers into EVs, but there are no incentives making those models more affordable to purchase. Even the cheapest new EV on sale, the Bolt, is struggling to sell in meaningful numbers. Meanwhile, Silverado sales are down 4.6% to start the year, but pricier Sierra sales are slightly up by 0.90%.

Source: motor1.com