Commercial Fleet Sales Jump 17% in September
Sales of vehicles to commercial fleets surged in September even as several automakers reported sharply lower overall sales during the month.

Commercial fleet sales increased more than 17% in September, which outpaced the overall market.
Photos courtesy of Ford, GM, FCA, and Nissan.
Sales of vehicles to commercial fleets surged in September even as several automakers reported sharply lower overall sales during the month.
Nine manufacturers sold 17.8% more vehicles to commercial fleets during the month compared to a year ago, and year-to-date sales of trucks, vans, and SUVs remain strong. September also saw an unlikely surge in passenger car sales, according to Automotive Fleet data.
For the month, sales reached 62,195 vehicles. While the truck category increased 14.4% to 57,141, sales of passenger cars increased 78.5% to 5,054.
Year-to-date sales have increased 9.9% to 616,245 over 2018 with truck-based sales increasing 12.1% to 556,303 and car sales declining 6.9% to 59,942.
Sales to government fleets from five manufacturers declined 11.9% to 17,707 units. Truck-based sales fell 10.4% to 15,657, while car sales fell 22.3% to 2,050 vehicles. For the year, sales to public agencies are 4.6% lower than 2018 at 195,709 units. Sales in the truck category fell 2.6% to 166,808 while car sales have declined 14.8% to 28,901.
Sales into daily rental declined 16.6% to 131,798 in September with a 17.1% increase to 69,726 in truck-based sales and a 15.6% decline to 40,218 in car sales. So far this year, daily rental sales have increased 5.7% to 1.39 million. Of that, truck-based sales increased 6.4% to 865,481, while car sales have increased 4.6% to 529,543.
For all three segments, fleet sales in September declined 7.3% to 189,846 with a 6% decline to 142,524 in the truck category and a 10.9% decline to 47,322 in car sales. For the year, the three fleet segments have increased 5.8% to 2.2 million. Sales of trucks, vans, and SUVs have increased 7.3% to 1.58 million, while sales of cars have increased 2.3% to 618,386.
More Vehicle Research

Commercial Fleet Sales Rise 5.8% Through September 2026
September commercial fleet sales were essentially unchanged from a year earlier, slowing year-to-date growth while keeping volume ahead of 2025.
Read More →
Hall of Fame Inductee: John Dmochowsky
The longtime Mondelēz International fleet executive joins the Automotive Fleet Hall of Fame.
Read More →
Hall of Fame Inductee: Lee Miller
After more than four decades at Boehringer Ingelheim, Lee Miller leaves a legacy built on fleet expertise.
Read More →
Hall of Fame Inductee: Mark F. Petersen
From managing fleets of thousands of vehicles to advancing safety and mentoring fellow professionals, Mark F. Petersen made his mark across both the corporate and supplier sides of fleet.
Read More →
When Charger Downtime Becomes a Fleet Availability Problem
As EV deployments move beyond pilot programs, charger reliability can directly affect vehicle readiness, driver productivity and route scheduling.
Read More →
2027 Nissan Rogue Hybrid Adds e-POWER, Standard AWD
The new Rogue Hybrid uses Nissan’s e-POWER system with dual electric motors, offers an estimated 40 mpg and starts at $35,490.
Read More →
2027 Subaru Forester Adds First Wilderness Hybrid
The 2027 Forester lineup starts at $29,995 and adds a Wilderness Hybrid with 194 combined horsepower and 9.3 inches of ground clearance.
Read More →
EV Realty Names Henrik Holland President as Charging Platform Expands
The former Prologis Mobility and Shell executive will help expand EV Realty’s truck charging business and move its power-first infrastructure model into autonomous vehicle depots and other fleet sectors.
Read More →
Mercedes-Benz Introduces Electric GLC With Up to 350 Miles of Range
The GLC 400 4MATIC Electric features an 800-volt architecture, 330-kW DC fast charging and a 94-kWh battery, along with Mercedes-Benz's new MB.OS operating system.
Read More →
Fleet Has a Talent Pipeline Problem, not a Talent Problem
Where will the next generation of fleet leaders come from, and what does the industry need to do differently to find them?
Read More →