Toyota and Subaru’s new electric SUVs are catching on with buyers, offering various options and prices ranging from about $35,000 to $45,000, or the “sweet spot” of the US market.

The US electric vehicle market rebounded in the third quarter with 262,649 EVs sold, according to Kelley Blue Book estimates, up 6.1% from Q2 and the strongest performance of the year.

Although nearly every automaker has sold fewer EVs so far this year than in the same period in 2025, as buyers rushed to claim the $7,500 tax credit before it expired, a handful of brands are seeing considerably higher demand.

Outside of Rivian, Toyota and Subaru are the only brands that have higher year-over-year EV sales in the US through the third quarter.

Combined, Toyota and Subaru have sold nearly 50,000 EVs through the first nine months of 2026, more than double compared to the same period last year.

Toyota alone has sold nearly 35,000 electric vehicles, up 183.4% YOY, while Subaru sold 14,630, up 46.7%. And that’s not even including the additional 12,676 sold under the Lexus brand, up 137.4% YOY.

While the two Japanese automakers were infamously slow to transition to battery electric vehicles, the timing worked in their favor.

After launching the heavily updated bZ in late 2025, previously called the bZ4X, Toyota’s electric SUV suddenly became one of America’s most popular EVs. Through Q3, it was the fourth best-selling EV in the US , trailing only the Hyundai IONIQ 5, Tesla Model 3, and Tesla Model Y.

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