US Commercial EV Stats
Medium-duty (Class 4-6) and heavy-duty (Class 7-8) electric trucks and delivery vans. Light-duty fleet vehicles (e.g. last-mile vans smaller than Class 4) are tracked under the main EV Industry Stats page.
Quarterly new-registration trend
Quarterly detail
| Quarter | Class 4-6 (new) | Class 7-8 (new) | Class 4-6 (cumulative) | Class 7-8 (cumulative) |
|---|---|---|---|---|
| 2026Q1 | 690 | 825 | 4,300 | 5,790 |
| 2025Q3 | 525 | 740 | 3,230 | 4,623 |
| 2025Q2 | 410 | 612 | 2,705 | 3,883 |
| 2025Q1 | 280 | 540 | 2,295 | 3,271 |
| 2024Q4 | 135 | 476 | 2,015 | 2,731 |
| 2024Q3 | 110 | 365 | 1,880 | 2,255 |
| 2024Q2 | 120 | 310 | 1,770 | 1,890 |
| 2024Q1 | 95 | 230 | 1,650 | 1,580 |
Top makers by cumulative deployment
US Class 4-8 EV trucks delivered through 2026Q1.
- Daimler Truck (Freightliner eCascadia + eM2)2,400 units · Class 6-8
Largest cumulative deployment; eCascadia is the most-deployed Class 8 EV truck in the US.
- Volvo Trucks (VNR Electric)1,350 units · Class 8
Strong in regional haul + drayage. NACS announced for 2026 model year.
- Harbinger1,280 units · Class 4-5
Purpose-built medium-duty EV chassis. Q2/Q3 2025 was their breakout — leads the MD market for orders.
- Mack Trucks (LR Electric + MD Electric)580 units · Class 6-8
Refuse-truck focused (LR Electric). MD Electric for regional delivery.
- Tesla Semi320 units · Class 8
Production ramping at Reno facility. Pepsi remains anchor customer; broader fleet sales planned for 2026.
- BYD (Class 8 + delivery van)290 units · Class 6-8
Mostly drayage tractors at Long Beach. US market under tariff pressure.
- Workhorse170 units · Class 4-5
Walk-in van form factor. Step-van market.
- Lion Electric145 units · Class 6-8
School bus + Class 8. Restructuring through 2025.
Notable fleet announcements
- 2026Q1PepsiCo expands Tesla Semi fleet to 90 units in Sacramento
- 2026Q1FedEx + Harbinger announce 2,500-unit additional commitment for 2026
- 2025Q3UPS receives initial 50-unit batch of Arrival vans (post-restructure)
- 2025Q2Harbinger ships 413 units this quarter — leads MD market
- 2025Q2WattEV opens Bakersfield charging depot for Class 8
- 2025Q1Harbinger delivers 320 medium-duty trucks (FedEx + Cintas + DSV)
- 2025Q1Tesla Semi pilot continues Pepsi/Frito-Lay deployment
- 2024Q4Amazon receives first batch of Volvo VNR Electric tractors
- 2024Q3Schneider deploys 92 Freightliner eCascadias in So. Cal
- 2024Q2Sysco orders 800 Daimler eM2 medium-duty trucks
- 2024Q1Walmart adds 100 Freightliner eCascadias to drayage fleet
Source: NACFE quarterly summaries; CALSTART zero-emission truck registration tracker; ACT Research medium-duty EV reports; press releases for fleet announcements.
Reference URL: https://nacfe.org/research/emerging-technologies/electric-trucks/
Last refreshed: 2026-05-09. Class 4-6 = medium-duty (10,001-26,000 lbs GVWR). Class 7-8 = heavy-duty (26,001+ lbs GVWR).