---
title: "The Last Gasp of the EV Credit: Q3 2025 Sales Round-up"
date: "2025-10-01"
modified: "2025-10-01"
authors:
  - name: "Byron Hurd"
    job_title: "Editor"
    link: "https://www.thedrive.com/authors/byron-hurd"
url: "https://www.thedrive.com/news/the-last-gasp-of-the-ev-credit-q3-2025-sales-round-up"
categories:
  - "News"
tags:
  - "Electric Vehicle"
  - "pickup"
---

# The Last Gasp of the EV Credit: Q3 2025 Sales Round-up

![An aerial view as Ford vehicles are lined up on the sales lot of the Metro Ford dealership on May 06, 2025 in Miami, Florida.](<https://www.thedrive.com/wp-content/uploads/2025/10/getty-hero.jpg>)
*\<em\>Joe Raedle/Getty Images\</em\>*

*Hey there, folks! We're trying something new this quarter. If you like the format or have requests/suggestions, let us know at tips@thedrive.com.*

Welcome to our Q3 2025 sales roundup! We'll be sharing high- and low-lights from the sales reports of all the major automakers as they're released over the coming days. Keep an eye on this hub for key facts and figures and anything that we find deserving of a breakout story.

Without further ado...

## What to watch

- **EVs**! This was the final quarter of federal electric vehicle credits in the United States. We expect some spiky sales numbers from customers rushing to get 'em while they were (relatively) cheap, both from domestic automakers looking to beat the deadline and from importers hoping to poach some of those bargain-shoppers.

## A Nissan inflection point?

- It's possible **Nissan** has found its floor and has begun to rebound. The core brand has really turned it around, now showing [two](<https://usa.nissannews.com/en-US/releases/nissan-group-reports-2025-third-quarter-us-sales>) consecutive [quarters](<https://usa.nissannews.com/en-US/releases/nissan-group-reports-2025-second-quarter-us-sales>) of small-but-steady improvement. Infiniti continues to struggle.

## Stellantis snaps the losing streak

- Following eight consecutive quarters of declining sales, **Stellantis** finally ended the slide, posting a 6.2% rise for Q3. Jeep saw an improvement of 11% in total deliveries, the Chrysler Pacifica claimed a 45% increase, and Dodge, Ram, and Alfa Romeo slid by 2%, 5%, and 21%, respectively.

## Big numbers from Korea

- **Hyundai** and **Kia** both posted record third-quarter results. Remember, neither [Hyundai](<https://www.hyundainews.com/en-us/releases/4567>) nor [Kia](<https://www.kiamedia.com/us/en/media/pressreleases/23769/kia-america-posts-best-quarter-and-highest-year-to-date-sales-in-company-history>) has a U.S.-built electric vehicle, so any incentives to move EVs came straight from both companies' pockets. We suspect they were working hard to steal sales from domestic brands who were trying to move metal ahead of the expiring credits, helping explain a 90% spike in Ioniq 5 sales compared to a year ago. According to Hyundai, the vast majority of those Ioniq sales came in September.

## Zombie car watch: Ford Edge

- **Ford** *really* shoveled its remaining Edges off dealer lots earlier this year. The company has recorded more than 3,000 sales of the two-row midsize crossover so far in 2025, [but *zero* of them came in Q3](<https://s205.q4cdn.com/882619693/files/doc_news/2025/Oct/01/Ford-U-S-Q3-2025-Sales-Release.pdf>).
- **Mustang** sales saw a slight bump in Q3, but remain off more than 10% so far for the year.
- As inevitable as the universe's heat death, **Dodge** managed to [sell five more Darts](<https://media.stellantisnorthamerica.com/newsrelease.do?id=27093&mid=1>) in the last quarter. We don't know where they were hiding, but at this point it seems there's an endless supply.

## Honda hits equilibrium

- **Honda**+**Acura** sales are up [4 percent](<https://hondanews.com/en-US/honda-corporate/releases/release-8afbb77fc211c5220086cb1d2801314f-american-honda-posts-strong-september-sales-results-to-maintain-annual-sales-increase>) so far this year, but unlike Hyundai and Kia, it's not steaming out of September with a whole lot of momentum. Honda's September sales were essentially flat compared to last year; Acura dipped slightly.
- The Integra continues to sputter, with just under 15,000 sold so far in 2025. The ZDX, which Acura just canceled, has contributed just under 12,000 units to Acura's volume this year, for comparison.
- Prologue rode the EV credit to more than 36,000 sales through the end of September (up nearly 160% YTD); we'll have to see how that holds up without as much cash on the hood.

## Toyota parks it deep

- If Honda dropped a ball somewhere, apparently **Toyota** picked it up. between both the Toyota and **Lexus** brands, its [U.S. sales jumped more than 14% in September](<https://s3.amazonaws.com/toyota-cms-media/toyota-pdfs/US%20September%202025%20FINAL.pdf>). Lexus saw an overall volume bump of more than 19% despite a rough month from the GX; its decline was more than offset by sales of the tariff-friendly TX.
- The BZ didn't even break 100 units in September, dropping 95% from a year ago.
- Grand Highlander. That is all.

## GM blows out its EVs

- There doesn't appear to be a single EV on **GM**'s [delivery sheet](<https://investor.gm.com/static-files/501fc28d-057f-413a-a4cc-0a8a7eaa8257>) that didn't see a big sales bump in Q3. From the Hummer EV on down, everything with a battery did better in Q3 than it did a year ago, and GM even found buyers for another 10,000 units of the new **Cadillac** Escalade IQ, Optiq and Vistiq (combined). Let's see how that holds up in Q4 without help from the feds.
- Shout out to the **Cadillac** CT4 for its 1.7 percent sales bump in Q3.
- Who the heck is suddenly buying all these Enclaves?

## Author
Byron is an editor at The Drive with a keen eye for infrastructure, sales and regulatory stories. He brings a light, punchy style to all of his content, believing that there's plenty out there to be laughed at—himself included. Born and raised in Maryland but now based just a stone's throw from Detroit, Byron is an auto enthusiast and generalist who enjoys building and tinkering with things of all kinds, from cars, computers and digital cityscapes, to the new garage that will soon house his fleet (a CT4-V Blackwing, a JK Wrangler and an NA Miata). Inspired by an early love of rollercoasters, Byron quickly caught the high-performance driving itch. He's been tracking and auto-crossing his cars since 2007. In his downtime, Byron enjoys reading, playing city builders, and studying the history of the Motor City.

### Author social links  
[Bluesky](<https://bsky.app/profile/byron-drives.bsky.social>)  
[Instagram](<https://www.instagram.com/byronhurd/>)  
[LinkedIn](<https://www.linkedin.com/in/byron-hurd-252653a/>)