EVs fell to 3.8% of General Motors‘ US deliveries in the second quarter of 2026, down from 6.2% a year earlier, nearly halving the electric share of the automaker’s sales in twelve months.
GM sold 27,395 EVs in the United States over the quarter, a 40.7% decline from a year earlier, as steep drops across its highest-volume models outweighed gains from a handful of newer nameplates, according to the quarterly US sales release the company published on Wednesday.
The retreat extended across the first half, when US electric sales of the Detroit automaker fell 32.8%, and its share of total deliveries slipped to 3.9% from 5.4%.
The decline landed even as GM marketed the quarter as a show of strength, claiming the second-ranked position in US electric-vehicle sales and an EV market share that it estimated grew about 1 percentage point, on a year-to-date basis, to a range of 13.5% to 14.0%.
Where the Volume Went
Chevrolet‘s Equinox EV, the brand’s affordable crossover and its single largest electric seller, plunged 61.8% to 6,660 units, while the Blazer EV crashed 68.1% to 2,089 units.
The Silverado EV pickup declined 25.9% to 2,266, and the Chevrolet-badged BrightDrop commercial van fell 65.1% to 460.
GMC‘s Hummer EV, the electric truck, more than halved (56.8%) to 1,948.
Taken together, the Chevrolet and GMC electric lines shed roughly 15,000 units against the year-earlier quarter, a reversal for the vehicles GM had positioned as the volume engine of its EV strategy.
Cadillac Bucks the Trend
The exception was Cadillac, which GM called the country’s luxury electric-vehicle leader and credited with its best second quarter of EV sales on record.
The Optiq crossover, a newer entry, rose 31.4% to 4,236 units, and the three-row Vistiq climbed 14.7% to 2,001.
Those gains offset softness elsewhere in the Cadillac lineup, where the Lyriq fell 16.1% to 4,208 and the Escalade IQ dipped 2.2% to 1,771.
Combined, Cadillac‘s four electric models delivered 12,216 units, up about 3.6% year-over-year, making the luxury brand GM‘s largest source of EV volume for the quarter and the only division to grow its electric sales.
GM said cumulative Cadillac EV sales passed 100,000 units at the end of April, and that Optiq deliveries rose 43.0% across the first half of the year.
The GMC Sierra EV offered the other bright spot, rising 15.2% to 1,756 units, though its modest scale did little to offset the broader retreat.
A Rising Share in a Shrinking Market
The first half of 2026 has brought a broad cooling in US EV demand after the rollback of federal purchase incentives that had underpinned the market.
GM itself flags the One Big Beautiful Bill Act among the regulatory risks to its business in the release, a reference to the legislation that ended the $7,500 federal EV tax credit.
Trucks and SUVs Anchor a Softer Quarter
The electric weakness sat inside a quarter that softened for GM as a whole, even as the company retained its lead over the US industry.
Total US deliveries fell 4.2% to 714,896 vehicles in the quarter, and slipped 6.8% to about 1.34 million across the first half, with GM attributing part of the year-over-year comparison to more than 12,000 discontinued models sold in the same quarter of 2025.
GM said it still led the US market in total sales, driven by demand for trucks, SUVs and crossovers, and claimed segment leadership in full-size pickups and full-size SUVs.
Duncan Aldred, president of GM North America, said “customer demand is resilient, especially for our trucks and SUVs,” pointing to a portfolio the company said allowed it to lead on sales while holding pricing and incentive discipline.
The company reported average transaction prices above $52,400 for the quarter, incentives that ran below the industry average, and quarter-end inventory of about 511,000 vehicles, or roughly 55 days of supply.
The strength of those internal-combustion and hybrid lines underscored how small the electric business has become within the wider company, and how much faster it is shrinking.
At 27,395 units, GM‘s quarterly US electric sales sit below the total for many single gas-powered models in its range, and are now contracting while the trucks and SUVs around them hold their ground.
