First-quarter gross sales outcomes are rolling in, and issues are trying up for many automakers. Toyota gross sales are off to a robust begin, Mazda and Subaru had document months, and Kia had its greatest quarter ever. However when digging into the info, outcomes for electrical autos had been far more blended.

Tesla’s quarterly gross sales plunged 13 %, delivering 336,681 autos by way of the primary three months of 2025. Rivian reported delivering 8,640 autos, down 36 %. However Basic Motors reported a 94 % improve in EV gross sales for a similar interval, promoting 31,887 EVs.

Photograph by: InsideEVs

Solely the Cadillac Lyriq noticed its gross sales fall at GM, down 25.9 %. Nonetheless, Cadillac launched the Optiq and Escalade IQ EV, which greater than made up for the Lyriq’s losses final quarter, and elevated Cadillac EV gross sales general. 

Each different GM EV, together with the GMC Hummer, noticed its gross sales improve in comparison with final 12 months. Gross sales for the burly EV had been up 108.6 %, transferring 3,479 items in Q1. The Chevrolet Equinox EV stays GM’s best-selling EV, with 10,329 bought. It has been on sale for lower than a 12 months.

Due to the Mustang Mach-E and E-Transit, EV gross sales had been up 11.5 % at Ford to 22,550. The automaker bought 11,607 electrical Mustangs, up 21.0 %, and three,756 vans, a 29.9 % soar. These two made up for the 7.2 % dip in F-150 Lightning gross sales final quarter, with the corporate promoting 7,187 electrical pickups.

BMW’s battery-electric autos additionally had a robust begin to the 12 months, rising 26.4 % general—13,585 for the quarter. BMW i4 and iX gross sales jumped 57 and 23.1 %, respectively, making up for the 15.2 and 10.4 % dip in i5 and i7 gross sales.

Photograph by: BMW

Kia noticed gross sales dip for the EV6 and EV9, down 7.9 and 6.3 respectively. At Hyundai, the Ioniq 5 noticed its gross sales improve by 26.0 %, whereas Ioniq 6 gross sales fell by 9.0 %. Subaru Soltera gross sales jumped 172.9 %, from 1,147 in Q1 2024 to three,131 in Q1 2025. Toyota bZ4X gross sales elevated 105.7 %, to five,610. Nonetheless, gross sales for the Lexus RZ fell 9.3 %.

Volkswagen ID.4 gross sales had been additionally up, rising 24.3 % to 7,663. The automaker simply added the ID.Buzz to its lineup, which has moved 1,901 items to date. Nissan Ariya gross sales elevated 0.1 % to 4,148, whereas the Leaf jumped 103.4 %—1,142 to 2,154 items.

Different EVs on sale have not been in the marketplace lengthy sufficient to see if gross sales are up or down. Honda has bought 9,561 Prologue and 4,813 Acura ZDX crossovers this 12 months. Stellantis simply started providing the Jeep Wagoneer S and the Dodge Charger Daytona EV, transferring 2,595 electrical crossovers, and 1,947 coupes.

Only a few years in the past, automakers made appreciable guarantees to affect their lineups. Gasoline was out, and batteries had been in. However patrons did not present up as anticipated, main firms to mood their electrification plans. Coverage modifications and proposed tariffs might quickly wreak havoc on the rising EV market, and subsequent quarter’s outcomes will higher point out the market’s future.