Toyota Reports Strong September, Q3 2026 US Sales Growth

Toyota Motor North America (TMNA) announced its U.S. sales results for September and the third quarter of 2026, indicating a period of significant growth. The company reported selling 201,306 vehicles in September, an 8.4% increase compared to September 2025. This performance was largely driven by strong consumer interest in electrified vehicles, which accounted for more than half of the total sales volume.

September Sales Highlights

In September 2026, TMNA's total sales reached 201,306 units. Electrified vehicles played a crucial role, with 117,215 units sold, representing a substantial 37.8% increase over the previous year. These electrified models made up 58.2% of TMNA's total sales for the month, underscoring a clear shift in consumer preference.

The Toyota division contributed significantly to these figures, selling 171,469 vehicles in September, up 7.9% from September 2025. The division's electrified vehicle sales reached 104,105 units, marking a 36.6% increase. This resulted in an all-time high electrification mix of 61% for the Toyota division. Meanwhile, the Lexus division posted September sales of 29,837 vehicles, an 11.4% rise, with electrified vehicle sales climbing 47.4% to 13,110 units.

Third Quarter Performance

For the third quarter of 2026, TMNA reported total sales of 633,223 vehicles, a 0.6% increase compared to the same period in 2025. Electrified vehicle sales for the quarter totaled 363,367 units, showing a robust 28.5% growth and accounting for 57.4% of the overall sales volume. These figures highlight consistent demand across the product lineup.

The Toyota division's third-quarter sales reached 540,167 vehicles, an increase of 0.5%. Its electrified vehicle sales for the quarter were 325,227 units, up 29.2%. The Lexus division also saw growth, with 93,056 vehicles sold in the third quarter, a 1.6% increase. Lexus's electrified vehicle sales for the quarter grew by 23.1% to 38,140 units.

Electrified Vehicle Momentum

The consistent growth in electrified vehicle sales across both divisions signals a strong market acceptance for Toyota's diverse powertrain offerings. The company currently provides 32 electrified vehicle options through its Toyota and Lexus brands, catering to a broad range of customer needs and preferences. This expansive selection contributes to the positive Toyota US sales 2026 results.

Andrew Gilleland, senior vice president of Automotive Operations Group at Toyota Motor North America, noted that the third-quarter results reflect customer demand for diverse choices. He emphasized that the company's strategy, which includes both affordable and electrified options, aims to provide vehicles that fit various lifestyles. With continued market momentum and managed inventory, Toyota is positioned to conclude the year strongly.

These sales results underscore Toyota's continued market presence and its successful strategy in adapting to evolving consumer demands, particularly in the electrified vehicle segment. Shoppers considering a new vehicle from Toyota or Lexus will find a wide array of options, including a growing selection of electrified models.