USA - New car sales in 2026 by OEM, model, vehicle type

*The numbers shown are the units at the time of the announcement, and may differ if revisions are later made to past data.

Sales data by OEM/model in USA

2021 2022 2023 2024 2025 2026

Flash report, Automotive sales volume, 2026

Jan. Feb. Mar. Apr. May Jun. Jul. Aug. Sep. Oct. Nov. Dec.

Flash report, February 2026

Mar 4, 2026

U.S. auto sales fall 1.9% in February; Iran and U.S.-Israel conflict becomes new concerns
The number of new vehicles sold in the U.S. in February 2026 (preliminary figures including estimates for GM/Stellantis/Tesla, etc.), aggregated by MarkLines as of March 4, was 1,199,308 units, down 1.9% from the same month last year. February had 24 selling days, the same as a year earlier.
U.S. auto sales in February have declined year-over-year for the fifth consecutive month since October 2025, as rising vehicle prices and the end of a $7,500 federal tax credit for electric vehicle (BEV) purchases weighed on demand. Iran has closed the Strait of Hormuz following attacks from the U.S. and Israel, raising concerns that a prolonged conflict could lead to higher gasoline prices and impact parts supplies.
Breakdown of February sales by vehicle type: light trucks increased 0.3% y/y to 997,808 units, while passenger cars decreased 11.4% y/y to 201,500 units.

Sales of new vehicles by type

Type	2026	2025	Y-o-Y	2026	2025	Y-o-Y
Type	Feb.	Feb.	Y-o-Y	Jan.-Feb.	Jan.-Feb.	Y-o-Y
Passenger Cars	201,500	227,504	-11.4%	388,558	428,682	-9.4%
Light Trucks (Pickup Truck, SUV)	997,808	995,146	0.3%	1,908,803	1,901,022	0.4%
Total	1,199,308	1,222,650	-1.9%	2,297,361	2,329,704	-1.4%

Source: MarkLines Data Center

Total inventory at the beginning of February stood at 2.77 million units, the same level as one month earlier, while days’ supply decreased to 65 from 76. Looking at inventory days by brand as of the end of January 2026, the brands with relatively high inventory levels were Jeep (107 days), Lincoln (104), Ford (97), Ram (91), Chrysler (86), Buick (71), and GMC (69) among US brands, Acura (98) among Japanese brands, Hyundai (83) and Genesis (70) among Korean brands, and VW (98) among European brands. Japanese brands were the only ones with tighter inventory, with Mitsubishi (25 days), Toyota (28), and Lexus (33). Other brands were as follows: Among US brands, Dodge (60 days), Chevrolet (58), and Cadillac (53). Among Japanese brands, Nissan (61), Mazda (52), Infiniti (52), Subaru (51), and Honda (49). Among Korean brands, Kia (35), and among European brands, BMW (49), Mercedes-Benz (40), Audi (40) , and Volvo (36) .
Among U.S. automakers, GM's February sales were down 7.5% y/y, marking its fifth consecutive month of declines since October 2025. Ford also struggled, down 5.4%. Stellantis increased 5.2%, marking its sixth consecutive month of growth.
Among Japanese automakers, Toyota's February sales increased 3.4% y/y, marking its 12th consecutive month of growth. While sales of the RAV4 core compact SUV fell 57% due to tight supply of all-new models, sales were supported by pickup trucks and sedans such as the Camry and Corolla. Honda was affected by the cold snap that hit the Northwest, but sales were up 1.1% y/y. According to American Honda, Honda's U.S. subsidiary, hybrid vehicle (HEV) sales broke sales records for February. By vehicle type, sales of the Passport mid-size SUV increased 35.7%, setting a February record, while sales of the Accord mid-size sedan also performed well, increasing 23.1%. Nissan sales were down 3.0%, and Subaru sales were down 8.2%, still affected by the cold snap, but sales of the Forester compact SUV increased 24.9%, setting a February sales record. Mazda sales were down 0.1%, while Mitsubishi, which has low inventory levels due to tariffs, was down 16.6%. Both Subaru and Mazda saw their sales decline y/y for the seventh consecutive month.
Korean automakers continued to perform well in February following January, with Hyundai increasing 6.0% and Kia increasing 4.3%, both of which were record highs for the month of February. The high sales ratio of hybrid vehicles (Hyundai 79% and Kia 53%) remained.
European automakers in February were up 4.5% for Audi, 2.0% for Mercedes-Benz, and 1.4% for BMW. Volvo was down 27.2% and VW was down 14.8%.

USA - Sales of passenger cars and light commercial vehicles (Click for data by model)

		Feb. 2026	Feb. 2025	Y-o-Y	Jan.-Feb. 2026	Jan.-Feb. 2025	Y-o-Y
GM *2	Total	199,030	215,238	-7.5%	390,148	409,119	-4.6%
GM *2	Share	16.6%	17.6%	-1.0 pt	17.0%	17.6%	-0.6 pt
Toyota *2	Total	180,950	175,083	3.4%	357,803	338,934	5.6%
Toyota *2	Share	15.1%	14.3%	0.8 pt	15.6%	14.5%	1.0 pt
Ford	Total	145,533	153,777	-5.4%	273,833	289,582	-5.4%
Ford	Share	12.1%	12.6%	-0.4 pt	11.9%	12.4%	-0.5 pt
Honda	Total	108,162	107,011	1.1%	206,756	203,785	1.5%
Honda	Share	9.0%	8.8%	0.3 pt	9.0%	8.7%	0.3 pt
Stellantis *2	Total	95,942	91,182	5.2%	179,608	173,867	3.3%
Stellantis *2	Share	8.0%	7.5%	0.5 pt	7.8%	7.5%	0.4 pt
Nissan *2	Total	86,493	89,181	-3.0%	157,741	157,119	0.4%
Nissan *2	Share	7.2%	7.3%	-0.1 pt	6.9%	6.7%	0.1 pt
Hyundai	Total	71,407	67,386	6.0%	132,201	126,526	4.5%
Hyundai	Share	6.0%	5.5%	0.4 pt	5.8%	5.4%	0.3 pt
Kia	Total	66,005	63,303	4.3%	130,507	120,310	8.5%
Kia	Share	5.5%	5.2%	0.3 pt	5.7%	5.2%	0.5 pt
Subaru	Total	45,113	49,125	-8.2%	87,270	95,479	-8.6%
Subaru	Share	3.8%	4.0%	-0.3 pt	3.8%	4.1%	-0.3 pt
Mazda	Total	33,497	33,538	-0.1%	62,455	67,219	-7.1%
Mazda	Share	2.8%	2.7%	0.0 pt	2.7%	2.9%	-0.2 pt
BMW *2	Total	27,667	27,285	1.4%	50,039	52,050	-3.9%
BMW *2	Share	2.3%	2.2%	0.1 pt	2.2%	2.2%	-0.1 pt
Mercedes 1 2	Total	27,525	26,993	2.0%	53,661	54,351	-1.3%
Mercedes 1 2	Share	2.3%	2.2%	0.1 pt	2.3%	2.3%	0.0 pt
VW *2	Total	23,346	27,386	-14.8%	45,931	52,332	-12.2%
VW *2	Share	1.9%	2.2%	-0.3 pt	2.0%	2.2%	-0.2 pt
Audi *2	Total	13,907	13,306	4.5%	27,190	25,424	6.9%
Audi *2	Share	1.2%	1.1%	0.1 pt	1.2%	1.1%	0.1 pt
Mitsubishi	Total	8,213	9,853	-16.6%	15,634	18,796	-16.8%
Mitsubishi	Share	0.7%	0.8%	-0.1 pt	0.7%	0.8%	-0.1 pt
Volvo *2	Total	8,079	11,097	-27.2%	13,245	19,233	-31.1%
Volvo *2	Share	0.7%	0.9%	-0.2 pt	0.6%	0.8%	-0.2 pt
Land Rover *2	Total	6,765	8,482	-20.2%	13,151	17,143	-23.3%
Land Rover *2	Share	0.6%	0.7%	-0.1 pt	0.6%	0.7%	-0.2 pt
Porsche *2	Total	5,208	5,881	-11.4%	9,101	11,219	-18.9%
Porsche *2	Share	0.4%	0.5%	0.0 pt	0.4%	0.5%	-0.1 pt
Rivian *2	Total	4,015	3,504	14.6%	7,132	7,015	1.7%
Rivian *2	Share	0.3%	0.3%	0.0 pt	0.3%	0.3%	0.0 pt
MINI *2	Total	2,157	2,173	-0.7%	3,678	4,145	-11.3%
MINI *2	Share	0.2%	0.2%	0.0 pt	0.2%	0.2%	0.0 pt
Polestar *2	Total	808	377	114.3%	1,512	1,618	-6.6%
Polestar *2	Share	0.1%	0.0%	0.0 pt	0.1%	0.1%	0.0 pt
Lucid Motors *2	Total	807	305	164.6%	1,318	411	220.7%
Lucid Motors *2	Share	0.1%	0.0%	0.0 pt	0.1%	0.0%	0.0 pt
Ineos Automotive	Total	609	175	248.0%	1,069	476	124.6%
Ineos Automotive	Share	0.1%	0.0%	0.0 pt	0.0%	0.0%	0.0 pt
Jaguar *2	Total	236	304	-22.4%	463	1,153	-59.8%
Jaguar *2	Share	0.0%	0.0%	0.0 pt	0.0%	0.0%	0.0 pt
Tesla *2	Total	TBA	38,990	-%	TBA	79,000	-%
Tesla *2	Share	-%	3.2%	-%	-%	3.4%	-%
VinFast *2	Total	N/A	N/A	-%	N/A	N/A	-%
VinFast *2	Share	-%	-%	-%	-%	-%	-%
Others	Total	37,834	1,715	2106.1%	75,915	3,398	2134.1%
Others	Share	3.2%	0.1%	3.0 pt	3.3%	0.1%	3.2 pt
*Grand Total 2**	Total	1,199,308	1,222,650	-1.9%	2,297,361	2,329,704	-1.4%
*Grand Total 2**	Share	100.0%	100.0%	0.0 pt	100.0%	100.0%	0.0 pt

Source: Releases by each company, MarkLines Data Center
*1 Includes Sprinter
*2 Estimates

Flash report, January 2026

Feb 4, 2026

U.S. auto sales flat in January; Toyota, Honda, Nissan post gains

Note: Some figures were updated on February 10.

The number of new vehicles sold in the U.S. in January 2026 (preliminary figures including estimates for GM/Stellantis/Tesla, etc.), aggregated by MarkLines as of February 4, was 1,104,953 units, roughly flat year over year (down 0.2%). January had 26 selling days, one more than a year earlier. Light vehicle seasonally adjusted annual rate (SAAR) for January was 14.9 million units/year versus 15.5 million units/year one year ago.
According to U.S. media reports, January auto sales are expected to signal a slowing market as the expiration of the USD 7,500 federal EV tax credit, along with rising vehicle prices and affordability concerns, continues to weigh on demand. January is typically one of the weakest months of the year for new-vehicle deliveries, and severe weather across a large swath of the U.S. late in the month further depressed volumes, analysts said.
By vehicle type, January light truck sales rose 0.8% y/y to 913,445 units, while passenger car sales fell 4.8% to 191,508 units.

Sales of new vehicles by type

Type	2026	2025	Y-o-Y
Type	Jan.	Jan.	Y-o-Y
Passenger Cars	191,508	201,178	-4.8%
Light Trucks (Pickup Truck, SUV)	913,445	905,876	0.8%
Total	1,104,953	1,107,054	-0.2%

Source: MarkLines Data Center

Total inventory at the beginning of January stood at 2.77 million units, down from 3.0 million a month earlier, while days’ supply rose to 76 from 70. As of the end of December 2025, brands with relatively high inventory levels included Jeep (90 days), Lincoln (70) and Ford (64) among U.S. brands; Acura (68) among Japanese brands; and VW (78) among European brands. Brands with tighter inventory included Dodge (29 days) among U.S. brands; Mitsubishi (27), Toyota (25) and Lexus (23) among Japanese brands; Kia (29) among Korean brands; and Volvo (27) and BMW (26) among European brands.
Other brands were as follows: Ram (61 days), Buick (53), GMC (52), Chevrolet (46), Chrysler (42) and Cadillac (36). Among Japanese brands: Nissan (54), Mazda (48), Honda (39), Infiniti (36) and Subaru (36). Among Korean brands: Hyundai (54) and Genesis (45). Among European brands: Audi (40) and Mercedes-Benz (38).
Among U.S. automakers, GM’s January sales slipped 1.4% y/y, marking a fourth consecutive monthly decline since October 2025. Ford also fell 5.5% for the month. Stellantis posted a 1.2% gain in January. Tesla rose 9.5% in January, returning to growth for the first time in four months. The company introduced lower-priced versions of the Model 3 and Model Y last October in response to the expiration of the federal EV tax credit.
Among Japanese automakers, Toyota, Honda and Nissan all posted y/y gains. Toyota rose 7.9%, extending its streak of y/y increases to 11 months. Although sales of the core compact SUV RAV4 fell 39% due to preparations for the launch of a redesigned model, other key models posted double-digit gains, including Corolla (+12%), Camry (+15%), Tacoma (+14%) and Highlander (+68%).
Honda sales rose 1.9% y/y. According to American Honda, SUV sales were led by the CR-V, with hybrids accounting for more than 55% of the model’s mix. The Pilot and Odyssey also performed well. Passport posted its best-ever January sales, surging 63.5% y/y. Accord sales rose 31.8%, supported in particular by strong demand for more affordable gas-powered trims.
Nissan sales increased 4.9%, marking a second consecutive monthly gain. In contrast, Subaru fell 9.1%, Mazda declined 14.0% and Mitsubishi dropped 17.0%. Subaru and Mazda each recorded a sixth straight y/y decline. According to Subaru of America, severe winter storms across large parts of the U.S. in January forced temporary closures at many locations.
Among Korean brands, both Hyundai and Kia posted y/y gains. Hyundai rose 2.8%. Hyundai Motor America said SUVs accounted for 77% of total sales, with the Palisade and Santa Fe delivering particularly strong results. By powertrain, hybrid sales jumped more than 60% y/y.
Kia sales increased 13.1%, extending its streak of y/y gains to seven months. Kia America said total sales of electrified models and SUVs each set new January records.
Among European brands, most posted y/y declines in January: VW fell 9.5%, Mercedes-Benz 4.5%, BMW 9.7% and Volvo 36.5%, while Audi rose 9.6%.

USA - Sales of passenger cars and light commercial vehicles (Click for data by model)(some makers have been updated. February 10, 2026)

		Jan. 2026	Jan. 2025	Y-o-Y
GM *2	Total	191,118	193,881	-1.4%
GM *2	Share	17.3%	17.5%	-0.2 pt
Toyota *2	Total	176,853	163,851	7.9%
Toyota *2	Share	16.0%	14.8%	1.2 pt
Ford	Total	128,300	135,805	-5.5%
Ford	Share	11.6%	12.3%	-0.7 pt
Honda	Total	98,594	96,774	1.9%
Honda	Share	8.9%	8.7%	0.2 pt
Stellantis *2	Total	83,666	82,685	1.2%
Stellantis *2	Share	7.6%	7.5%	0.1 pt
Nissan *2	Total	71,248	67,938	4.9%
Nissan *2	Share	6.4%	6.1%	0.3 pt
Kia	Total	64,502	57,007	13.1%
Kia	Share	5.8%	5.1%	0.7 pt
Hyundai	Total	60,794	59,140	2.8%
Hyundai	Share	5.5%	5.3%	0.2 pt
Tesla *2	Total	43,800	40,010	9.5%
Tesla *2	Share	4.0%	3.6%	0.3 pt
Subaru	Total	42,157	46,354	-9.1%
Subaru	Share	3.8%	4.2%	-0.4 pt
Mazda	Total	28,958	33,681	-14.0%
Mazda	Share	2.6%	3.0%	-0.4 pt
Mercedes 1 2	Total	26,136	27,358	-4.5%
Mercedes 1 2	Share	2.4%	2.5%	-0.1 pt
VW *2	Total	22,585	24,946	-9.5%
VW *2	Share	2.0%	2.3%	-0.2 pt
BMW *2	Total	22,372	24,765	-9.7%
BMW *2	Share	2.0%	2.2%	-0.2 pt
Audi *2	Total	13,283	12,118	9.6%
Audi *2	Share	1.2%	1.1%	0.1 pt
Mitsubishi	Total	7,421	8,943	-17.0%
Mitsubishi	Share	0.7%	0.8%	-0.1 pt
Land Rover *2	Total	6,386	8,661	-26.3%
Land Rover *2	Share	0.6%	0.8%	-0.2 pt
Volvo *2	Total	5,166	8,136	-36.5%
Volvo *2	Share	0.5%	0.7%	-0.3 pt
Porsche *2	Total	3,893	5,338	-27.1%
Porsche *2	Share	0.4%	0.5%	-0.1 pt
Rivian *2	Total	3,117	3,511	-11.2%
Rivian *2	Share	0.3%	0.3%	0.0 pt
MINI *2	Total	1,521	1,972	-22.9%
MINI *2	Share	0.1%	0.2%	0.0 pt
Polestar *2	Total	704	1,241	-43.3%
Polestar *2	Share	0.1%	0.1%	0.0 pt
Lucid Motors *2	Total	511	106	382.1%
Lucid Motors *2	Share	0.0%	0.0%	0.0 pt
Ineos Automotive	Total	460	301	52.8%
Ineos Automotive	Share	0.0%	0.0%	0.0 pt
Jaguar *2	Total	227	849	-73.3%
Jaguar *2	Share	0.0%	0.1%	-0.1 pt
VinFast *2	Total	N/A	N/A	-%
VinFast *2	Share	-%	-%	-%
Others	Total	1,181	1,683	-29.8%
Others	Share	0.1%	0.2%	0.0 pt
*Grand Total 2**	Total	1,104,953	1,107,054	-0.2%
*Grand Total 2**	Share	100.0%	100.0%	0.0 pt

Source: Releases by each company, MarkLines Data Center
*1 Includes Sprinter
*2 Estimates

USA - Top 10 best selling models

-	Maker/Brand	Model	Jan. 2026	Jan. 2025	Y-o-Y
1	Ford	Ford F-Series	41,683	52,473	-20.6%
2	Chevrolet	Silverado	40,910	34,973	17.0%
3	Honda	CR-V	27,019	27,280	-1.0%
4	Ram (2021-)	Ram P/U	26,711	22,643	18.0%
5	GMC	GMC Sierra	24,148	21,922	10.2%
6	Tesla	Model Y	24,000	19,990	20.1%
7	Toyota	RAV4	22,078	36,250	-39.1%
8	Nissan	Rogue	21,833	17,786	22.8%
9	Toyota	Camry	21,764	19,007	14.5%
10	Toyota	Tacoma	21,466	18,766	14.4%