- Rivian delivered more EVs than many of its mainstream rivals managed in Q1 2026.
- Toyota came closest, trailing Rivian by fewer than 400 units despite a strong rebound.
- BMW counted plug-in hybrids in its total and still came up short of Rivian’s number.
First-quarter sales are in, and they come with a few surprises. One of the more unexpected outcomes is Rivian edging past several established players in the U.S. EV market. During Q1 2026, Rivian managed to outsell Kia, Ford, Toyota, and BMW in electric-vehicle deliveries across the United States.
More specifically, the California-based automaker delivered 10,365 EVs between January and March. During the same period, Rivian produced 10,236 vehicles, 129 fewer than it sold, likely drawing from existing inventory to close the gap. This comes just ahead of the launch of the more affordable R2, which is set to begin deliveries later this spring as a Tesla Model Y rival.
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Following these results, the company has raised its annual delivery guidance to 67,000 units for 2026, an increase of 5,000 units over its previous estimate. Rivian will report its full financial results for Q1 2026 on April 30.
Rivian Sales Momentum
While Rivian remains a relatively small player compared to legacy automakers, it still managed to outsell several of them in the EV race.
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Kia America reported 2,023 sales for the EV6 and 2,740 for the EV9, totaling 4,763 units in Q1 2026. The brand also offers an electric version of the Niro in the US, though this likely accounts for only a small portion of the model’s 7,455 total sales, leaving Kia well short of the 10,000-unit mark.
Still, the upcoming Kia EV3, expected in late 2026, could change the narrative. It is also worth noting that Kia’s hybrid models set new Q1 sales records, marking a 73% increase over the same period last year.
Ford’s EV lineup saw an even steeper decline, with sales dropping 70% in Q1 2026 to 6,860 units in the US. The Mustang Mach-E made up 4,600 of those sales, while the F-150 Lightning and E-Transit contributed 2,060 and 200 units, respectively.
Toyota opened the year on a strong note, with the bZ, including the bZ Woodland, reaching 10,016 units in the first quarter, a 79% increase year over year. However, with only 13 units of the newly introduced C-HR arriving in March, Toyota’s total BEV sales reached 10,029 units, just behind Rivian’s 10,365. As the company expands its EV lineup in the US, that gap may not last long.
More: Toyota’s bZ Outsold The Prius, And Now A Second US-Made Electric SUV Is Coming
Finally, BMW recorded 9,856 combined BEV and PHEV sales in the US during Q1 2026, marking a 50% drop compared to last year. This slowdown may prove temporary, as the upcoming Neue Klasse BMW iX3 is expected to play a central role in the brand’s next phase of electrification when it arrives in late 2026.
