Following a Mixed Q1, Many Automakers Seeing Plunging EV Deliveries In the U.S. Market In the First Month of Q2 - Have We Seen a Tipping Point?

Overall vehicle deliveries were way up in Q1, and EV proponents saw good news in the fact that more EVs were delivered than in Q1 2024. However, the EV market share for the last half of 2024 was about 8.7%, and in the first quarter of 2025, EV market share dropped to just 7.5%, barely more than in Q1 2023. This quarter helped make clear that EV market share in America had plateaued about 27 months ago. So how did April turn out? It’s the first month of Q2, and a lot has changed in the auto industry recently as tariff fears crept in.

Early Q2 2025 - Overall Vehicle Deliveries Continue to Rise, EVs Decline Sharply

Not every automaker reports deliveries every month. Many, such as Toyota, have moved to a quarterly report only with an annual recap after the calendar year wraps up. However, some brands do still report deliveries every month. We surveyed those who do and came up with this summary. The news for those who are hoping for more EV deliveries is not good. Not good at all. 

Honda- Acura - Ramp Up Complete - EV Deliveries Have Plateaued

The data for Honda and Acura reflect the new Prologue and ZDX that GM builds for the automaker. These are still in their ramp-up phase. Honda only delivered 93 Prologues in April of 2024 as it was just starting up the model. Therefore, year-over-year deliveries look great. However, Honda/Acura delivered more EVs in March than they did in April, and Honda/Acura delivered a lot more EVs in December 2024 than in April of 2025. It looks like this is the plateau for Honda’s current EV models. 

Hyundai - Lower EV Deliveries In April

Hyundai is a leader in EVs in America now, and makes our overall favorite, the Ioniq 5. April EV deliveries were down significantly for Hyundai, despite the brand having a banner month overall. Hyundai does not report Kona EV deliveries, so we don't know how that model did. Our numbers are for Ioniq 5 and Ioniq 6. 

Kia - Lower EV Deliveries In April

Like Hyundai, Kia makes fantastic EVs that knock our socks off when we test them. Also like Hyundai, deliveries were up in April overall, but the brand’s EV deliveries dropped quite a bit. Like Hyundai, Kia does not report its Niro EV deliveries. Our reporting is for the EV6 and EV9. 

Subaru - EVs Down, Other Models Setting Records

Subaru’s Soltera is selling poorly. When we visited a Subaru dealer last month, the dealer still had a whole row of unsold 2024 Solteras gathering dust. Despite a month in which the Crosstrek set a delivery record and the brand was up 7% overall, the EV from Subaru was down by about half its deliveries from April 2024. 

Volvo - Global EV Deliveries Down

Volvo had not posted its U.S.-market deliveries to its U.S. media page at the time of this reporting, but had sent out a press release for its global deliveries saying that its EVs had dropped back dramatically. Our numbers reflect all battery-electric vehicles for Volvo globally. 

Mazda - No EV Deliveries

Mazda had an EV called the MX-30, which we tested and reviewed favorably. However, it appears to have been left off the roster in the U.S. for 2025. Like most other brands, Mazda had a record-setting April of overall deliveries. 

We looked for April delivery data from Rivian, Nissan, Mercedes-Benz, BMW, Genesis, Dodge, and Toyota on their U.S. media sites and confirmed that they are not reporting monthly sales at this time, just quarterly.

GM did not report model-by-model deliveries for April, but did say in a statement, “...we have seen U.S. deliveries up more than 20% versus last year." That comment was not EV-specific, but for the overall business. 

Ford is a brand that has been doing quite well with EVs overall, despite the F-150 Lightning’s struggles. The Lightning is not alone. EV trucks have failed in the U.S. marketplace. Ford reported in an investor call shortly after the initial publication of this story the following:  "Ford reported last week a 16% jump in U.S. auto sales for April, while sales of its electric vehicles dropped 40%."

Tesla never reports on a monthly basis, and also never reports market-specific deliveries, so its EV deliveries can not be included in this article. 

Summary and Context- U.S. EV Deliveries Appear to Be Down Across the Board In April

While we don’t have all the data from all automakers because April is the first month of a quarter, what data we do have shows that EV deliveries have dropped by comparison to 2024 in every case except Honda, which was just ramping up its top seller one year ago. While the month was “record-breaking” for almost all the automakers we do have data for, EV deliveries were down by a huge percentage for most. 

What conclusions would you draw from this odd April in which overall deliveries went up, but EV deliveries went down?

Do you think EV deliveries will rebound in May and June to finish the quarter strong?

Tell us your thoughts in the comments below. 

 

John Goreham is a credentialed New England Motor Press Association member and expert vehicle tester. John completed an engineering program with a focus on electric vehicles, followed by two decades of work in high-tech, biopharma, and the automotive supply chain before becoming a news contributor. He is a member of the Society of Automotive Engineers (SAE int). In addition to his eleven years of work at Torque News, John has published thousands of articles and reviews at American news outlets. He is known for offering unfiltered opinions on vehicle topics. You can connect with John on Linkedin and follow his work on his personal X channel or on our X channel. Please note that stories carrying John's by-line are never AI-generated, but he does employ grammar and punctuation software when proofreading and he also uses image generation tools. 

Image of 2025 Hyundai Ioniq 5 N side view by John Goreham.