According to Kelley Blue Book, the third quarter of 2025 marked a new record for the US electric vehicle market with 438,487 vehicles sold, up 40.7% from the second quarter and 29.6% higher than the same period last year. Electric vehicles reached 10.5% of the total market share. The Tesla Model Y continued to lead with 114,897 vehicles sold in the quarter, but Tesla's market share fell from 49% to about 41% as competitors accelerated.
Record sales and EV heat in Q3/2025
Q3 ended a closely watched reporting period, with EV sales surpassing the record set in Q4 2024 by nearly 20%. Growth was driven by product diversification and accelerated new models. However, the market picture remains concentrated: the number of models exceeding 10,000 units per quarter remained below 10, reflecting a still-forming mass segment.
Top car models in the third quarter: Model Y is still number 1, competitors are close behind
The Model Y maintained its top spot with a 29% year-over-year increase. The Model 3 held on to second place, while the Chevrolet Equinox EV was a bright spot for growth. The Audi Q6 e-tron made a surprise appearance by surpassing the Ford F-150 Lightning in the quarter.
| Car model | Sales Q3/2025 (vehicles) | Compared to the same period |
|---|---|---|
| Tesla Model Y | 114,897 | +29% |
| Tesla Model 3 | 53,857 | -7.8% |
| Chevrolet Equinox EV | 25,085 | +156.7% |
| Hyundai Ioniq 5 | 21,999 | — |
| Honda Prologue | 20,236 | — |
| Ford Mustang Mach‑E | 20,177 | — |
| Audi Q6 e-tron | 10,299 | — |
| Ford F-150 Lightning | 10,005 | — |
Other good growth patterns in the quarter
- Rivian R1S: 8,184 vehicles
- Chevrolet Blazer EV: 8,089 vehicles
- Kia EV9: 7,510 cars
- Cadillac Lyriq: 7,309 vehicles
By the end of the third quarter of 2025: the situation by brand
Total EV sales in the US year-to-date through Q3 exceeded 1.04 million vehicles, up 11.7% year-over-year. Tesla leads in absolute volume but down from 2024; Chevrolet sees triple-digit growth thanks to new products.
| Company | YTD sales (vehicles) | Compared to the same period |
|---|---|---|
| Tesla | 451,160 | -4.3% |
| Chevrolet | 87,137 | +113% |
| Ford | 69,600 | +2.8% |
| Hyundai | 57,167 | +31.1% |
Top selling car models YTD 2025
Looking at each model from the beginning of the year to the end of the third quarter, the Model Y still leads, the Model 3 rises strongly, the Chevrolet Equinox EV grows dramatically, while electric pickup trucks continue to compete closely.
| Car model | YTD sales (vehicles) | Compared to the same period |
|---|---|---|
| Tesla Model Y | 265,085 | -8% |
| Tesla Model 3 | 155,180 | +18% |
| Chevrolet Equinox EV | 52,834 | +390% |
| Ford Mustang Mach‑E | 41,962 | — |
| Hyundai Ioniq 5 | 41,091 | — |
| Honda Prologue | 36,553 | — |
| Tesla Cybertruck | 25,973 | — |
| Ford F-150 Lightning | 23,034 | — |
| Volkswagen ID.4 | 22,125 | — |
| Chevrolet Blazer EV | 20,825 | — |
Competitive signals and challenges ahead
The data shows that American consumers are expanding their options beyond Tesla, thanks to a growing variety of models at different price points and configurations. The Equinox EV and Ioniq 5 are two prominent examples of growth outside the Tesla ecosystem.
However, the market is still affected by changes in tax incentives, battery costs, supply chains and increasingly fierce competition. With the number of models exceeding 10,000 vehicles/quarter still limited, manufacturers need to continue investing in technology, expanding product portfolios and optimizing costs to maintain growth momentum during the EV screening cycle.
Kelley Blue Book's analysis shows that the third quarter of 2025 is a pivotal time: Tesla still leads in terms of scale, but the pursuit from Chevrolet, Ford, Hyundai and a new group of SUV/crossover models is redefining the sales race for the rest of the year.
Source: https://baonghean.vn/xe-dien-ban-chay-my-2025-tesla-dan-dau-thi-phan-giam-10309508.html
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