Lexus ES Sales Collapsed 89% While IS Sales More Than Doubled

Lexus has recorded the strongest June sales month in its history in the United States, although the headline figure masks some dramatic shifts within the lineup. While SUVs and electrified models continued to power the luxury brand forward, one of its longest-serving sedans suffered a staggering sales collapse.

Lexus Sets a New June Record

Lexus sold 29,166 vehicles in the United States during June 2026, an increase of 3.9% compared to the same month last year, making it the brand's best June sales performance ever recorded. Demand for electrified Lexus models also continued to grow, making up 39.21% of all Lexus models sold in June. In total, 11,436 hybrid, plug-in hybrid, and fully-electric vehicles found homes during the month, up 11.7% year over year.

The momentum wasn't quite as strong across the entire second quarter, however. Lexus delivered 88,760 vehicles between April and June, down 7.5% from the same period last year. Even so, quarterly electrified sales climbed 6.5% to 37,300 units, highlighting customers' growing appetite for electrified vehicles. The latest figures build on an already impressive run for the premium marque, which sold a record 882,231 vehicles globally during 2025, its best annual performance to date.

IS Soars as ES Stumbles

The biggest surprise in the June report came from the sedan range. Sales of the Lexus IS more than doubled, climbing 120.5% to 2,888 units, while the flagship LC grand tourer surged 121.5% to 144 deliveries. Although modest in volume, the increase is a swan song, as the LC is scheduled to leave production in August 2026.

By contrast, no current Lexus model suffered a bigger decline than the ES. Sales plunged 89.3% to just 331 units. Lexus has not explained the sharp decline, but it comes after the unveiling of the redesigned ES, which has attracted criticism over its exterior styling and minimalist interior, particularly the lack of physical buttons.

Those losses were more than offset by the SUV lineup, led by the RX, which rose 21.3% to 9,836 units, followed by the TX, up 12.1% to 5,301 units. The all-electric RZ also enjoyed a 31.6% increase.

The Future Looks Increasingly Large and Electric

June's results paint a clear picture of where Lexus is headed. SUVs continue to dominate the sales charts, electrified models are becoming increasingly important, and the brand's entry-level luxury sedan, the IS, leads the passenger car segment, proving demand for sedans isn't dead. That said, the ES's dramatic decline suggests buyers may be less enthusiastic about the next-generation IS, if the Japanese carmaker continues in this new direction for its sedan lineup. With the LC also set to disappear later this year, Lexus appears increasingly focused on an electrified, SUV-led future.

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