Tesla Snatches Back World’s Top EV Spot After BYD Sales Plum

## Tesla lost to BYD last year, but the American company is back with a vengeance in 2026. Tesla is the world’s biggest electric car manufacturer once again, after its delivery numbers went up in the first quarter and its main competitor, China’s BYD, recorded a double-digit dip. The American company led by Elon Musk delivered 358,023 EVs in the first three months of 2026, a 6.5% increase over the same period last year. Meanwhile, BYD, which last year took home the crown and made headlines the world over, had a rough first quarter, with 310,389 pure EVs reaching new customers, a 25% decrease year over year. The Model Y is Tesla’s best-selling model. It’s more of the same for Tesla. What’s more, the American company is charging forward with just two main cars in its portfolio, the Model 3 and Model Y, whereas BYD has a much more diversified lineup.

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1. China’s BYD, rival to Tesla, says profit fell despite record …

# China’s BYD sees first profit drop since 2021, even as the Tesla-rival takes global EV crown. Visitors walk by a hybrid car at a BYD showroom in Beijing, China, Thursday, March 26, 2026. A visitor checks out a hybrid car at a BYD showroom in Beijing, China, Thursday, March 26, 2026. HONG KONG (AP) — Chinese automaker BYD said Friday its annual sales rose to a record $116 billion, outpacing Tesla’s, but its profit fell for the first time since 2021 under pressure from cutthroat competition. BYD, the largest electric vehicle maker, has been expanding into global markets including Latin America and Europe, where auto analysts say profit margins are typically higher than in China. Domestic sales have been declining recently for Shenzhen-based BYD, which overtook Tesla in 2025 as the world’s biggest EV maker, selling 2.26 million electric vehicles last year, up 28% from a year earlier.

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2. BYD Surges Past Tesla to Become World’s Leading EV Brand | Statista

# BYD Surges Past Tesla to Become World’s Leading EV Brand. After years on top of the global electric vehicle market, Tesla has lost the title of the world’s leading EV brand to Chinese powerhouse BYD. After having narrowly surpassed Tesla in terms of electric vehicle production in 2024 already, BYD flew past Tesla in terms of sales last year, as the U.S. company led by Elon Musk suffered a second consecutive annual sales decline. While BYD’s global electric car sales grew 28 percent to 2.26 million in 2025, Tesla’s deliveries declined by almost 10 percent to 1.64 million, as the rollback of EV tax credits and Musk’s divisive political activities hurt Tesla’s sales. Europeans in particular fell out of love with the brand that was once seen as a symbol for progressiveness, with Tesla sales dropping almost 40 percent in the EU in the first 11 months of 2025. Tesla’s vehicle production by quarter Q4 2025+ Premium statistics.

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3. China’s BYD overtakes Tesla as world’s top EV seller

# China’s BYD overtakes Tesla as world’s top EV seller. China’s BYD has overtaken Elon Musk’s Tesla as the world’s biggest seller of electric vehicles (EVs), marking the first time it has outpaced its American rival in annual sales. Those figures placed Tesla behind BYD, which said on Thursday that sales of its battery-powered cars rose last year by almost 28% to more than 2.25 million. The US firm has faced a tough year with a mixed reception to new offerings, unease over Musk’s political activities and intensifying competition from Chinese rivals. Musk, who is already the world’s richest man, is tasked with significantly boosting Tesla’s sales and stock market value over the next decade to secure a record-breaking pay package. Dan Ives from Wedbush Securities says Tesla will own about 70% of the self-driving market over the next decade “as no other company in the world can match the scale and scope” of the firm.

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