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Toyota’s EV sales crashed, but here’s what’s really going on
Toyota’s electric vehicle sales plunged as it prepares for a new wave of models. The new EVs are bringing much-needed upgrades, including more range, faster charging, revamped designs, and more.
Toyota’s EV sales crashed in Q3 as new models roll out
Despite most automakers reporting record EV sales as buyers rushed to claim the $7,500 federal tax credit, Toyota was an outlier, selling just 61 BZ models in September.
Including the Lexus RZ, which managed 86 sales, Toyota sold just 147 all-electric vehicles in the US last month, over 90% less than the 1,847 it sold in September 2024.
Toyota’s total sales were up 14% with over 185,700 vehicles sold, meaning EVs accounted for less than 0.1%. Through the first nine months of the year, sales of the BZ and Lexus RZ are down 9% and 36% compared to the year prior.
So, why is Toyota struggling to sell EVs when the market is booming? For one, it’s basically sold out of its current EV models, the bZ4X and Lexus RZ.
The 2026 Toyota BZ (formerly the bZ4X) is arriving at US dealerships, promising to fix some of the biggest complaints with the outgoing electric SUV.
Powered by a larger 74.7 kWh battery, the 2026 Toyota BZ offers up to 314 miles of driving range, a 25% improvement from the 2025 bZ4X.
The electric SUV features Toyota’s new “hammerhead front end” design, similar to that of the new Crown and Camry, with a slim LED light bar and revamped front fascia.
Toyota’s new electric SUV also features a built-in NACS charge port, allowing for recharging at Tesla Superchargers. It also features a new thermal management system and battery preconditioning, which improves charge times from 10% to 80% in about 30 minutes.
The base 2026 BZ XLE FWD starts at just $34,900, but uses a smaller 57.7 kWh battery, good for 236 miles range.
The 2026 Lexus RZ received similar updates. Next year, Toyota is launching two more fully electric SUVs, the 2026 C-HR and BZ Woodland.
| 2026 Toyota bZ trim | Battery | Range | Starting Price* |
| XLE FWD | 57.7 kWh | 236 miles | $34,900 |
| XLE FWD Plus | 74.7 kWh | 314 miles | $37,900 |
| XLE AWD | 74.7 kWh | 288 miles | $39,900 |
| Limited FWD | 74.7 kWh | 299 miles | $43,300 |
| Limited AWD | 74.7 kWh | 278 miles | $45,300 |
It’s not just the US that Toyota’s EV sales crashed last month, either. In its home market of Japan, Toyota (including Lexus) sold just 18 EVs in September.
The Japanese auto giant is betting on new models to drive growth. However, it remains committed to offering all powertrain options, including battery electric vehicles (BEVs), hybrids, plug-in hybrid electric vehicles (PHEVs), and fuel cell electric vehicles (FCEVs).
Can Toyota’s new generation of electric vehicles spark a comeback? Let us know your thoughts in the comments.
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