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

General Motors remains the number one automaker in the United States, with Q2 sales totaling 714,896 vehicles, despite a 4.2 percent decrease from 2025. The company has delivered 1,341,325 vehicles through the first half of 2026, down 6.8 percent from the same period in 2025. GM attributes the lower sales numbers to a smaller electric vehicle market, following the expiration of the $7,500 federal tax credit. Out of GM’s 11 EV models, all but four experienced sales drops compared to Q2 2025 and the first half of 2025. The Cadillac Optiq, Cadillac Vistiq, Chevrolet Bolt, and GMC Sierra EV were the only models to see sales increases. The Chevrolet Bolt’s 3,334.1 percent sales increase is heavily skewed due to its limited availability in 2025, while the Cadillac Vistiq’s 123.7 percent gain may be partially explained by its launch in Q2 2025. The Chevy Blazer EV posted the biggest loss, with a 75.10 percent decrease in sales. GM remains the number two EV seller in the US, with 56,679 units sold so far in 2026, down 32.6 percent from last year. The company trails behind Tesla, and the data suggests that the lack of incentives is making EVs less affordable for buyers, despite rising gas prices.