Toyota Electrified Sales Climb as Gas Models Slip
Shoppers weighing a Toyota pickup or SUV are seeing electrified options gain ground while gas-powered Tundra and Sequoia sales move in different directions.
Updated on Nov. 3, 2026 in Trucks
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Toyota Motor Corp. sold 221,507 vehicles in October 2026, up 6.5% from October 2025, as electrified models rose 34.6% while gas-powered sales fell 16.4%. The shift shows up across the lineup, including the Tundra and Sequoia.
Why it matters
For households shopping for a pickup or large SUV, the month's numbers show buyers leaning toward electrified powertrains even as gas models still account for the bulk of sales. Toyota's planned $3.6 billion Texas expansion to build the midsize Tacoma signals long-term investment in U.S. truck production.
Toyota sold 13,597 more vehicles than in October 2025, with electrified models accounting for 126,054 of the month's 221,507 sales. Electrified Tundra sales fell 20.9% to 2,269 pickups, while the hybrid Sequoia dropped 10.1% to 2,330 SUVs.
The players
Toyota Motor Corp.
Japanese automaker whose lineup includes the Tundra, Sequoia, and Tacoma pickups and SUVs sold widely in the U.S. market.
Toyota Motor Manufacturing Texas
Toyota's San Antonio assembly operation, which builds Tundra pickups and Sequoia SUVs and is adding Tacoma production.
Cox Automotive
Automotive market research firm that tracks U.S. new-vehicle sales and publishes monthly sales forecasts.
The details
Toyota's gains were driven by its electrified lineup, which rose 34.6% even as gas-powered vehicles fell 16.4%. The gas-powered Tundra bucked the broader trend with a 26.4% increase, but electrified Tundra sales have now declined for six consecutive months. The company's South Side San Antonio plant is adding a second assembly line for the Tacoma, with capacity for 150,000 Tacomas on top of its current output of 200,000 Tundras and Sequoias annually.
Timeline
October 2025: baseline month for the year-over-year sales comparison.
April 2026: last month hybrid Sequoia sales declined before October.
September 2026: electrified sales jumped nearly 40% while gas sales fell 16.5%.
October 2026: Toyota sales rose 6.5% overall.
2030: expansion expected to double the manufacturing complex and add 2,000 jobs.
The Home Front
Toyota's 6.5% gain trailed the 7.2% growth Cox Automotive projected for the U.S. new-vehicle market in October 2026, so the brand grew a little slower than the forecast pace. The mix of electrified and gas models sold also points to continued buyer interest in pickups even as powertrain choices diversify.
If you are considering a Tundra or Sequoia, compare both gas and electrified versions, since buyer demand is shifting and the electrified Tundra has seen six straight months of declines. Have a licensed dealer or service technician confirm battery, charging, and warranty coverage before committing to a hybrid or electric truck.
The takeaway
Electrified models are gaining ground across Toyota's lineup, but gas-powered trucks still drive much of the volume. Before buying, check the warranty terms on any hybrid or electrified pickup with your dealer, since coverage for battery and charging components varies by model.
What happens next
Toyota Motor Manufacturing Texas's $3.6 billion expansion is set to double the complex and add 2,000 jobs by 2030, with the Tacoma line coming online as part of that buildout.
Further reading
For more on how pickup models and powertrain choices are shaping the market, browse our Trucks section.
Source note: This article includes information reported by Austin American-Statesman.
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