Toyota Motor North America reported 212,793 vehicle sales in June, a 10.1% increase in volume compared to June 2025, though the daily sales rate—the industry standard for year-over-year comparison—grew at a more modest 5.7%. The larger volume gain reflects additional selling days in the month.
Electric vehicles drove much of the growth. Toyota sold 122,063 EVs in June, a 35% volume increase and 29.6% daily sales rate increase from the prior year. That represents 57.4% of Toyota's total June sales, marking the first month electric vehicles outnumbered traditional powertrains in the company's U.S. portfolio.
Second-quarter performance was steadier. Toyota Motor North America reported 673,971 vehicles sold across April, May and June—a 1.1% increase in both volume and daily sales rate versus the second quarter of 2025. Electric vehicles accounted for 383,091 of those sales, up 19.5% and representing 56.8% of total quarterly sales.
Toyota's core brand outperformed its luxury division. The Toyota division recorded 183,627 June sales, up 11.2% in volume and 6.8% in daily sales rate. The Lexus brand reported 29,166 June sales, up 3.9% in volume but down 0.3% in daily sales rate, signaling potential weakness in the luxury segment.
Toyota has positioned itself to offer electric vehicles starting at $35,000, a price point designed to broaden EV accessibility beyond early adopters.
Andrew Gilleland, senior vice president of Toyota Motor North America's Automotive Operations Group, emphasized "month-over-month growth during the entire quarter" for EVs and cited the company's "multifaceted approach" to electrification.
Toyota operates 14 manufacturing plants across North America, directly employing almost 64,000 people. In 2025, the company's North Carolina facility began assembling automotive batteries for electric vehicles, marking vertical integration into battery production.
