EVs Fell From 20% to 3% of Audi's North American Deliveries

Battery-electric vehicles accounted for just 3.0% of Audi-brand deliveries in North America excluding Mexico during January–September 2026, down from 20.4% in the same period of 2025. Audi's new October 30 regional report lists 3,867 battery-electric deliveries, an 87.8% fall from the 31,777 in its original report for the first nine months of 2025.¹²

The bigger finding is in the composition of Audi's deliveries: its North American EV deliveries fell by more vehicles than its entire all-powertrain delivery total declined. Subtracting electric deliveries from the manufacturer's regional totals shows that its combined other-powertrain volume actually grew slightly.¹²

Audi's North American delivery mix: 2025 versus 2026

Both original reports cover the Audi brand (not all Volkswagen Group brands), January through September, and North America excluding Mexico. This regional definition includes Canada; the numbers should not be presented as United States-only sales.¹²

Audi-brand deliveries, Jan–Sep	2025	2026	Year-over-year change
Battery-electric vehicles	31,777	3,867	−27,910 (−87.8%)
All powertrains	155,644	128,749	−26,895 (−17.3%)
All non-BEV powertrains combined	123,867	124,882	+1,015 (+0.8%)
BEV share of Audi's deliveries	20.4%	3.0%	−17.4 percentage points

Source: Audi's October 31, 2025, and October 30, 2026, nine-month regional delivery tables. Non-BEV counts and the BEV mix percentages are calculations from those original reported figures; displayed percentages are rounded.¹²

The math is straightforward. In 2025, Audi's 31,777 electric deliveries divided by 155,644 total deliveries equaled 20.4%. In 2026, 3,867 divided by 128,749 equaled 3.0%. That is a 17.4-percentage-point loss in the electric share of Audi's own regional sales mix—not a 17.4-point fall in the overall EV market share of North America.¹²

The unit bridge explains the apparent mismatch between the declines. Audi delivered 27,910 fewer BEVs year over year, while its all-powertrain total fell by 26,895. The 1,015-unit difference is accounted for by an increase in the combined non-BEV remainder: 155,644 − 31,777 = 123,867 last year, versus 128,749 − 3,867 = 124,882 this year.¹²

Crucially, non-BEV does not mean gasoline-only. The remainder includes plug-in hybrids as well as combustion-powered vehicles. These two regional tables do not establish a separate North American combustion-only increase, and they do not identify which vehicle models contributed to the calculated change.¹²

Audi's EV performance differed sharply by region

Audi's nine-month 2026 report shows this was not a uniform worldwide decline in the brand's battery-electric deliveries. It reports 39,476 BEVs in Germany, up 39.1% from a year earlier, and 24,203 in China including Hong Kong, up 84.7%. Its global Audi-brand BEV figure was 143,748, down 12.0%. North America's 87.8% BEV drop was therefore markedly steeper than the brand's worldwide decline.¹

Those are manufacturer delivery comparisons across differently defined regions, not measures of how the overall EV market performed in those countries. The global and regional numbers also should not be used to infer that a specific policy change caused Audi's North American result.¹

What the numbers do—and do not—establish

The two tables document an unusually sharp reversal in Audi's reported regional delivery mix. They do not isolate the effects of demand, manufacturer allocations, pricing, product changes, tariffs, incentives or inventory. The published regional totals also do not provide a U.S.-versus-Canada breakdown or split the non-BEV remainder into individual powertrains. None of those missing splits should be assumed to be zero.¹²

For readers comparing Audi with industrywide EV sales figures, the denominator matters most: 3.0% is the share of Audi's delivered vehicles in its stated North American region that were battery-electric, not Audi's share of EV buyers and not the regional EV adoption rate. The direct 2025-versus-2026 comparison is valuable precisely because it keeps that distinction intact.¹²

Sources

Footnotes

1. Audi, “Challenging first nine months: Audi is strengthening its measures to increase competitiveness,” October 30, 2026. Original Audi-brand nine-month 2026 regional delivery and BEV table, including geographic footnotes. https://www.audi.com/en/media-releases/challenging-first-nine-months-audi-is-strengthening-its-measures-to-increase-competitiveness-18427 ↩ ↩² ↩³ ↩⁴ ↩⁵ ↩⁶ ↩⁷ ↩⁸ ↩⁹ ↩¹⁰ ↩¹¹

2. Audi, “Audi Group: first nine months marked by challenging conditions and strategic realignment,” October 31, 2025. Original Audi-brand nine-month 2025 regional delivery and BEV table; the article compares Audi's reported North America excluding Mexico figures rather than back-solving rounded year-over-year estimates. https://www.audi.com/en/media-releases/audi-group-first-nine-months-marked-by-challenging-conditions-and-strategic-realignment-16885 ↩ ↩² ↩³ ↩⁴ ↩⁵ ↩⁶ ↩⁷ ↩⁸ ↩⁹