Toyota has become one of the top five electric vehicle (EV) sellers in the U.S., with a 225% increase in sales during Q2 2026, largely due to its electric SUVs. However, the company is delaying the production of its first electric three-row SUV, the Highlander BEV, raising concerns about its commitment to fully electrifying its lineup amidst increasing competition in the EV market.
Toyota's significant 225% surge in EV sales during Q2 2026 has positioned it among the top five EV sellers in the US. However, despite this growth, Toyota is delaying the production of its 2027 Highlander BEV, potentially due to its commitment to offering a full range of powertrain options including gas and hybrid models. This delay may present opportunities for competitors focusing on pure electric solutions to capture market share, particularly in the growing segment of larger electric SUVs.