BMW's U.S. Sales Are Up. But Its EVs Are Struggling

BMW’s U.S. sales rose 13%, but its combined EV and PHEV deliveries fell 18.1%.

PHEV sales grew 22.9%, meaning BMW’s American pure BEV decline was considerably steeper.

The new iX3 could reverse the slide, with global orders already approaching 100,000.

BMW is doing well overall in America, but its plug-ins are losing popularity. Sales in the U.S. increased 13% year over year in Q2 2026 to 102,713 vehicles, above the market average for the quarter. But combined sales of fully electric vehicles and plug-in hybrids fell 18.1% during the same period.

BMW did not break down U.S. volumes for EVs and PHEVs separately, but it did reveal that PHEV sales rose 22.9%. That eliminates some of the ambiguity, but it seems pretty obvious that BMW’s American BEV sales must have fallen much more sharply than the combined figure alone suggests. (According to estimates from Cox Automotive, BMW's Q2 EV sales fell by about 41%, to 6,547 units from 11,094.)