EV Registrations Top 100,000 Again With One Brand Standing Out

U.S. electric-vehicle registrations climbed back above 100,000 in June 2026 for the first time since the $7,500 federal tax credit expired in September 2025. It was a partial recovery, not a turnaround. The month also marked the market's ninth consecutive year-over-year decline.

Automotive News, citing Mobility Global, reported that registrations fell 11% year over year in June to 100,515 vehicles. The softer demand is likely to keep discounts and other incentives in play as automakers work through inventory. Meanwhile, hybrids have continued to draw buyers away from full EVs, adding pressure to a segment still searching for footing.

Per the same Mobility Global data, Tesla remained comfortably ahead of the field with 61,813 registrations, an 8% increase over the same period last year. The brand accounted for 61.5% of all new U.S. EV registrations, and the Model Y alone captured 42% of the market.

Rivian, however, moved past Hyundai into second place with 4,535 registrations, despite a 1.7% year-over-year decline. Nearly half of that total came from commercial vans, whose registrations jumped 43% to 2,061. Both the R1T and R1S posted declines. The R2, expected to become Rivian's volume seller, only began customer deliveries in June, so the California automaker's figures could improve in the months ahead.

Chevrolet took third with 4,094 registrations, down 57% year over year. Hyundai followed at 4,011, a 23% drop, and Cadillac registered 3,931, off 4.6%. Toyota, in contrast, logged 3,690 registrations for a 167% increase after staying out of the EV race during the segment's early growth. That figure benefits from a low comparison base, as the redesigned bZ, formerly the bZ4X, arrived in the second half of 2025 and the C-HR EV reached dealerships earlier this year.

The market appears to be stabilizing faster than the most pessimistic forecasts anticipated. Still, no major rebound is expected soon. Automakers are reportedly reluctant to commit additional resources to EVs while demand shifts toward hybrids. That shift is notable, given that rising fuel prices have also lifted interest in all-electric cars.

The pattern is clearest in California. In the largest EV market in the country, hybrids accounted for more than 22% of first-half registrations, ahead of EVs at roughly 16%, according to the Mobility Global data. That ordering, in the state that has long led electric adoption, underscores how the balance of demand has moved even as total EV volumes recover.

June's return above the 100,000 mark gives the segment a measure of momentum. Yet the underlying trend remains negative. With the federal incentive gone and hybrids gaining share, the path back to growth depends on whether automakers reengage and whether the stabilization seen this summer holds through the rest of the year.