Toyota's U.S. September sales rise 8.4%, electrified mix hits 58%

Toyota Motor North America (NYSE: TM) reported U.S. sales of 201,306 vehicles in September 2026, up 8.4 percent on a volume basis compared to September 2025, according to a company press release. Electrified vehicle sales totaled 117,215 units, a 37.8 percent increase, representing 58.2 percent of total sales volume.

For the third quarter, Toyota Motor North America reported sales of 633,223 vehicles, up 0.6 percent versus the same period in 2025. Electrified vehicle sales for the quarter reached 363,367 units, up 28.5 percent, accounting for 57.4 percent of total quarterly volume.

The Toyota division posted September sales of 171,469 vehicles, up 7.9 percent, with electrified vehicle sales of 104,105 units, up 36.6 percent. For the quarter, the Toyota division sold 540,167 vehicles, up 0.5 percent, with electrified sales of 325,227 units, up 29.2 percent.

The Lexus division reported September sales of 29,837 vehicles, up 11.4 percent, with electrified vehicle sales of 13,110 units, up 47.4 percent. For the quarter, Lexus sold 93,056 vehicles, up 1.6 percent, with electrified sales of 38,140 units, up 23.1 percent.

The Toyota division's press release noted the electrification mix for the Toyota brand reached 61 percent in September. Combined, Toyota and Lexus currently offer 32 electrified vehicle options in dealerships.

"Our third-quarter results reinforce a simple truth—customers want choices," said Andrew Gilleland, senior vice president of Automotive Operations Group at Toyota Motor North America. "From affordability to electrification, our multi-path strategy continues to meet customers where they are and give them options that fit their lifestyles."

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