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General Motors
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Stories tagged General Motors
GM US EV sales fall 62% year on year to 25,473 units in Q3 2026 after federal tax credit ended
General Motors delivered 25,473 all electric vehicles in the United States in Q3 2026, down 62% from 66,501 units in Q3 2025, according to the company's latest quarterly report. The sharp decline follows the end of the $7,500 federal tax credit in Q3 2025, which had driven record sales in that period. The Q3 2026 figures provide a 12 month view of the market impact since the incentive was withdrawn.
Why it matters
The collapse in GM EV volumes after the tax credit lapsed signals weaker near term demand for public and workplace charging infrastructure tied to these models. Fleet and site host procurement decisions may need to account for lower utilisation if OEM sales remain subdued without federal purchase incentives.
United States
10 Oct 2026