Toyota to Roll Out Four BEVs, Invests $24.9 B in US Plants, Outshines Ford
Toyota outpaced Ford in US sales in 2025 and Q1 2026, leveraging strong dealer momentum and competitive pricing. The automaker will launch four battery electric vehicles by year-end while investing $24.9 billion in US plants and expects $9 billion in tariff costs, underscoring Ford’s production disadvantage.
1. Toyota’s US Sales Momentum
Toyota posted one of its best US sales years ever in 2025 and surpassed Ford and GM in Q1 2026, driven by a robust dealer network and competitive pricing strategies.
2. Four BEV Launches by Year-End
The company plans to expand its battery electric vehicle lineup from one model to four by December, introducing the C-HR, bZ Woodland, a fully electric Highlander SUV, and another yet-to-be-named BEV.
3. $24.9 B US Manufacturing Investment
Toyota has allocated $13.9 billion to a North Carolina battery plant, plus $10 billion in new US investments and $1 billion to expand capacity in Kentucky and Indiana, aiming to increase domestic output.
4. $9 B Tariff Costs Heighten Ford’s Disadvantage
Projected tariff expenses of $9 billion for the fiscal year ending March contrast with Toyota’s 85% North American production rate, highlighting Ford’s higher reliance on imports and added trade costs.