20,337 Total Cybertruck Sales in 2025 -- #2 EV truck, #12 EV overall (Cox Report)

[YDR37]

Cox Automotive/Kelley Blue Book have released their EV Sales Report for the US for 4Q 2025, including numbers for the full 2025 calendar year.

Vehicle sales normally increase from 3Q to 4Q. However, 3Q 2025 was the highest quarter of all time for US EV sales, as customers rushed to buy before the expiration of the federal tax credit. So sales dropped in 4Q 2025.

The top 15 EV sellers for 2025, according to Cox:

1. Tesla Model Y: 357,528
2. Tesla Model 3: 192,440
3. Chevrolet Equinox EV: 57,945
4. Ford Mustang Mach-e: 51,620
5. Hyundai Ioniq5: 47,039
6. Honda Prologue: 39,194
7. Ford F-150 Lightning: 27,307
8. Rivian R1S: 24,852
9. Chevrolet Blazer EV: 22,637
10. VW ID.4: 22,373
11. Cadillac Lyriq: 20,971
12. Tesla Cybertruck: 20,237
13. BMW i4: 20,114
14. Audi Q6 e-tron: 17,481
15. GMC Hummer SUV/pickup: 15,788

Overall, EV sales dropped by 2.0% from 2024 to 2025, despite the record EV sales in 3Q 2025.


Cox 2025 numbers for EV pickups specifically;

Ford F-150 Lightning: 27,307 (down 18.5% from 2024)
Tesla Cybertruck: 20,237 (down 48.1%)
Chevrolet Silverado EV: 11,275 (up 51.8%)
GMC Sierra EV: 7,996 (up 447%)
Rivian R1T: 7,416 (down 33.1%)
GMC Hummer EV pickup: 5,263 (up 12.8%; assumes 1/3 of Hummer EVs are pickups)

Total EV pickups: 79,494 (down 18.4%)

The Silverado EV and Sierra EV are basically the same truck, but with different styling and dealer networks. Combined total was 19,271. There was limited availability of these vehicles, especially the Sierra, in 2024, so the big percentage increases may not be meaningful.

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[ABILISK]

Lightning was discontinued so we’re #1 again! Lol

 

[Sjohnson20]

about where I expect it considering the price

 

[kpanda17]

We want adoption for all EV pickups along with the cybertruck
Hundyia/Kia/Honda will be joining soon
How can you ignore a segment so large
As soon as have 500 mile cold weather range, this segment for EV PUs will explode

 

[YDR37]

Lightning was discontinued so we’re #1 again! Lol

Best-selling EV trucks in the US by calendar year:

2021: Rivian R1T
2022: Rivian R1T
2023: Ford F-150 Lightning
2024: Tesla Cybertruck
2025: Ford F-150 Lightning

For 2026, the CT has to be the early favorite, given the discontinuation of the Lightning. Although if you consider the Silverado/Sierra as the same thing, the total is approaching the CT.

The wild card for 2026 is the potential arrival of new players. The Ram REV and the Slate are both still scheduled to hit the market later in 2026. But they probably won't be available in large volumes this year, so it's unlikely that they could be best-sellers.

 

[Mini2nut]

A nearly 50% drop in deliveries from the previous year must be worrisome for the Tesla leadership team. That number is significant.

I predict a Cybertruck shakeup is coming within the next 12 months with possible lower price points, new trims, big incentives, etc. to help prop up sales.

The CT will also be facing competition soon from the 2027 Scout Terra and Ram 1500 EREV which touts 690 miles of driving range.

 

[YDR37]

Total EV truck sales in the US by calendar year:

2021: 651
2022: 33,328
2023: 43,433
2024: 97,440
2025: 79,494. So not a great year for EV trucks, first annual decrease in sales.

At this point, further decline in 2026 seems likely. The $7,500 federal tax credit boosted sales of EV trucks in three out of four quarters in 2025, but for 2026 it's gone entirely.

Again, the Ram REV and the Slate are wild cards for 2026, but they may not be available in large enough volumes to move the needle. The real shakeup in the EV truck market could happen in 2027.

 

[ABILISK]

Best-selling EV trucks in the US by calendar year:

2021: Rivian R1T
2022: Rivian R1T
2023: Ford F-150 Lightning
2024: Tesla Cybertruck
2025: Ford F-150 Lightning

For 2026, the CT has to be the early favorite, given the discontinuation of the Lightning. Although if you consider the Silverado/Sierra as the same thing, the total is approaching the CT.

The wild card for 2026 is the potential arrival of new players. The Ram REV and the Slate are both still scheduled to hit the market later in 2026. But they probably won't be available in large volumes this year, so it's unlikely that they could be best-sellers.

I thought Ram nixed their project, but don’t remember for sure. Slate will probably be best seller of 2027 though. Assuming they actually make it happen.

 

[Schroederhc]

In 2025, you can't dismiss the fact that Elons assignment with DOGE hurts the CT the most out of all the Tesla vehicles. If they can figure out a way to get the AWD down another 5-10k, I think it would be a contender for the next couple of years.

 

[YDR37]

I thought Ram nixed their project, but don’t remember for sure. Slate will probably be best seller of 2027 though. Assuming they actually make it happen.

Ram nixed a pure BEV truck. However, they still plan to introduce the Ram 1500 REV in 2026. This will be an "Extended Range Electric Vehicle" (EREV), with a V6 engine that can act as a generator to charge the battery while driving.

The Ram EREV was originally called the "Ramcharger", but the marketing wizards at Stellantis decided that this was not the right name for a Ram that charges itself.

You could argue that EREVs are actually hybrids, because they include both ICE and BEV components. For now, I will count them as EVs because use of the ICE generator is optional. If you carry a Honda generator in the bed of your Cybertruck and use it to recharge while camping, it's still an EV, right?

 

[ChiTownCT]

Let's not forget fuel is cheap, super cheap now, that's definitely not going to help any EV sales..

 

[SCTesla]

We want adoption for all EV pickups along with the cybertruck
Hundyia/Kia/Honda will be joining soon
How can you ignore a segment so large
As soon as have 500 mile cold weather range, this segment for EV PUs will explode

Is this satire?

The segment for BEV pickups is small. Even with ~500 miles of range (Silverado/GMC)

 

[YDR37]

The CT will also be facing competition soon from the 2027 Scout Terra and Ram 1500 REV which touts 690 miles of driving range.

The full-sized EREVs are coming for the EV truck market. Things could look very different in 2027.

- The RAM 1500 REV, currently scheduled for 2026, claims 690 miles of range.

- The Scout Terra, currently scheduled for 2027, claims 500+ mile range and a starting price under $60,000 (though that price could be for the "pure" BEV version, not the EREV version).

- Ford is now working on a Lightning EREV with a claimed 700+ mile range, could appear in 2027

 

[YDR37]

The full-sized EREVs are coming for the EV truck market. Things could look very different in 2027.

The other thing that should be different in 2027 is the appearance of small inexpensive BEV pickups, including compact or mid-sized options from Slate, Ford, and Kia.

However, these vehicles are less likely to compete with the Cybertruck than the EREVs. They should form a new market sector, one that hopefully expands the whole EV truck market.

 

[YDR37]

A nearly 50% drop in deliveries from the previous year must be worrisome for the Tesla leadership team. That number is significant.

I predict a Cybertruck shakeup is coming within the next 12 months with possible lower price points, new trims, big incentives, etc. to help prop up sales.

Recent CT sales by quarter, as per Cox:

4Q 2024: 12,991
1Q 2025: 6,406
2Q 2025: 4,306
3Q 2025: 5,385
4Q 2025: 4,140
1Q 2026: ?

This quarter (1Q 2026) could be a real "stress test". Vehicle sales typically drop from 4Q to 1Q. And the 4Q 2025 numbers were probably inflated by sales to SpaceX and other Musk-owned companies. If Tesla does nothing, 1Q 2026 could have the lowest numbers since the initial ramping of CT production in 1Q 2024.

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