The Volkswagen Group delivered 6.01 million vehicles worldwide through September 2026. That’s down 9% from 6.60 million a year earlier.
The third quarter alone was weaker, with 1,885,300 deliveries, a drop of 14.3%. Most of the damage came from China, while Europe and South America grew.
Here’s how the main regions compared with the first nine months of 2025, according to VW’s delivery tables:
– Europe: 2,956,000 vehicles, up 1.7%
– North America: 680,200 vehicles, down 4.0%
– South America: 502,500 vehicles, up 4.3%
– China: 1,378,800 vehicles, down 30.2%
China’s drop works out to about 595,000 vehicles. That’s slightly larger than the group’s total decline of about 593,000 (our math from VW’s table). In other words, the rest of the world was roughly flat.
For more market context, see our latest EV sales news.
VW reported plug-in vehicles in two groups. All-electric deliveries reached 678,700, down 5.4% from 717,700. Plug-in hybrids and range-extenders hit 368,000, up about 23%.
Add them together and you get roughly 1.05 million plug-in vehicles. That’s our own sum of VW’s two reported figures. It works out to about 17% of the group’s 6.01 million deliveries.
All-electric vehicles made up about 11.3% of group deliveries, up from about 10.9% a year earlier (our math from VW’s tables). The share rose even though volume fell, because total deliveries fell faster.
For perspective, the group delivered 983,000 all-electric vehicles in all of 2025. After nine months of 2026, it’s running a bit behind that pace. The group also passed four million cumulative all-electric deliveries back in March.
Yes. The Volkswagen Group’s all-electric deliveries in Europe rose 12.1% through September to 586,100 vehicles. Growth sped up to 19.6% in the third quarter. The group’s all-electric share of its European deliveries climbed from 18% to 20% after nine months.
Orders point to more growth. The all-electric order book in Europe has doubled since the end of 2025. Order intake rose more than 60% in Q3. About 40% of the group’s European order book is now all-electric.
The wider market is moving the same way. All-electric cars took 21.7% of EU registrations through August, according to ACEA. Fuel prices have also jumped in the EU and UK this year because of conflict in the Middle East. VW’s sales chief names high fuel prices and cheaper entry-level models as the main reasons for the shift in Germany.
For the full picture, read our EU electric car sales report.
The star of Europe’s order book is VW’s Electric Urban Car Family. It has four small EVs: the VW ID. Polo, VW ID. Cross, Škoda Epiq and CUPRA Raval. The group says it has taken nearly 150,000 orders for them so far.
Price is the hook. The ID. Polo starts at €24,995, and reports of a ten-month wait show how strong demand is. The same report says Škoda counts about 35,000 orders for the Epiq. The ID. Cross starts at around €28,000.
All four models are built in Spain, at the Martorell and Navarra plants. That’s a clear “made in Europe” play against cheaper imports.
Škoda is already showing the effect. Its all-electric deliveries are up 41.3% to 167,400 through September.
Volkswagen’s plug-in hybrid and range-extender deliveries rose about 23% to 368,000 through September. VW says demand is rising for its second-generation models. China is a big driver, where electrified deliveries jumped about 30% in the third quarter, led by plug-in hybrids and range-extenders.
Growth is cooling, though. Plug-in hybrids were up about 31% in Q1, then 27% in the first half, and 23% after nine months.
China is where VW is leaning in. SAIC Volkswagen launched the full-size ID. Era 9X range-extender crossover in late April. It sold 7,330 units in April and May. The Tiguan L ePro plug-in hybrid offers 143 km of electric range on China’s test cycle.
Europe is warming up to plug-ins too. EU plug-in hybrids took a 10% share through August, with 758,082 registrations. Italy grew fastest at 77.6%.
Quick refresher on the two types. A PHEV can drive its wheels with the engine or the electric motor. An EREV always drives with the electric motor, and its small engine just makes power for the battery, as Electrive explains. Both plug in, so VW counts them together. Read more about plug-in hybrids in our category.
China deliveries fell 30.2% to 1,378,800 vehicles, as the total market there weakened, mostly in combustion cars. In the U.S., all-electric deliveries fell 78.4% after government subsidies ended and import tariffs stayed high. Total U.S. deliveries slipped 7.8%.
China’s slump was sharpest in Q3, when group deliveries there fell 38.5%. All-electric deliveries in China dropped 42.5% to 48,900 for the nine months, per VW’s tables.
There’s a bright spot. VW says its new, locally developed electric models are starting to help. Electrified deliveries in China were up about 30% in Q3 versus a year earlier.
That leaves Europe carrying the electric story. About 86% of the group’s all-electric deliveries, or 586,100 of 678,700, came from Europe.
Which Volkswagen Group Electric Cars Sold Best?
Škoda leads the all-electric list. The Elroq delivered 92,200 vehicles, ahead of the VW ID.4/ID.5 at 81,900 and the Škoda Enyaq at 72,700. The VW ID.3 came next with 61,100. The Audi Q6 e-tron (50,400) and VW ID.7 (47,500) rounded out the top six.
Brand trends differ sharply. Škoda’s all-electric deliveries rose 41.3%, and SEAT/CUPRA grew 13.5%. VW Passenger Cars fell 26.3% to 212,200, Audi fell 12.0% to 143,700, and Porsche fell 20.8%.
VW is also adding bigger models. Our coverage of the Volkswagen ID. Tiguan shows a range of up to 600 km and a starting price of €42,695.
[source: Volkswagen]
