The Automakers That Completely Dropped The Ball On End Of US EV Tax Credit – CleanTechnica

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I spent much of the week writing about how much EV sales growth several automakers scored in the 3rd quarter in the US. As a short recap, year over year:

That all looks amazing, but there were also several disappointing stories. There were auto companies that didn’t have huge EV sales growth, or even saw their EV sales decline year over year! I don’t know what these companies were doing or what their executives were thinking to miss out on the opportunity, but there were also several of them. I’m not going to spend as much time on these companies — they don’t deserve their own articles — but here’s a rundown of their results (comparing Q3 2025 to Q3 2024):

• The Acura ZDX declined 40%, from 2,647 sales to 1,580 sales.
• The BMW iX declined 33%, from to 4,679 sales to 3,136 sales.
• The Lexus RZ declined 43%, from 2,742 sales to 1,560 sales.
• Nissan EVs (the ARIYA plus the LEAF) declined 61%, from 10,066 sales to 3,934 sales.
• The Subaru Solterra declined 7.5%, from 3,752 sales to 3,471 sales.
• The Toyota BZ4X declined 27%, from 4,109 sales to 3,015 sales.

Not inspiring stuff there.

There are also companies that haven’t reported their results, so we have to wait a bit longer to see how they did.

Anyway, if you thought every automaker saw big EV sales growth due to all the positive headlines we wrote about different automakers, what’s clear is there are still plenty of laggards and certain companies really failed to take advantage of the moment for one reason or another.