Second Quarter 2025 Page 7 Registrations and Market Share Franchised Dealerships Direct Sellers YTD '25 thru June Hybrid registrations 25,721 0 BEV registrations 7,430 8,872 PHEV regisrations 2,515 0 TOTAL 35,666 8,872 YTD '25 Share of total 80.1% 19.9% YTD '26 thru June Hybrid registrations 28,042 0 BEV registrations 4,156 7,106 PHEV regisrations 1,542 0 TOTAL 33,740 7,106 YTD '26 Share of total 82.6% 17.4% 0 5000 10000 15000 20000 25000 30000 YTD '25 YTD '26 YTD '25 YTD '26 YTD '25 YTD '26 Hybrid BEV PHEV New vehicle registrations Franchised Direct POWERTRAINS FIVE KEY TRENDS 1. 2. BEV market share was 6.8% in 2Q ‘26, up from 5.1% in the first quarter. 3. 4. 5. ICE, BEV, PHEV, AND HYBRID MARKET SHARE % Change in Registrations by Powertrain Type YTD ‘26 thru June vs YTD ‘25 Data sourced from Experian Automotive. Hybrid registrations exclude mild hybrids. BEV registrations declined 30.9% during the first six months of 2026 vs. year earlier. Hybrid vehicle registrations increased 9% so far this year vs. the 7% drop in the overall market. ICE vehicle market share increased slightly from 78.1% in the first half of 2025 to 78.3% this year. Franchised dealerships accounted for 82.6% of alternative powertrain sales so far this year (see below). % Share of Industry Registrations by Powertrain Type FRANCHISED DEALERSHIPS AND DIRECT SELLERS New Hybrid, BEV, and PHEV Registrations in Georgia by Type of Selling Dealership The dark blue areas in the graph show sales by powertrain type for franchised dealerships. Sum of the dark blue areas in YTD ‘26 is 33,740 units, 82.6% of the overall total, up from 80.1% during the same period in 2025. Data sourced from Experian Automotive. Hybrid registrations exclude mild hybrids. 9.0% -6.6% -30.9% -38.7% -50.0% -40.0% -30.0% -20.0% -10.0% 0.0% 10.0% 20.0% Hybrid ICE Electric (BEV) Plug In Hybrid (PHEV) % change in registrations YTD thru June YTD '25 YTD '26 ICE 78.1% 78.3% Hybrid 12.7% 14.9% Electric (BEV) 8.0% 6.0% Plug In Hybrid (PHEV) 1.2% 0.8% Quarterly 1Q '26 2Q '26 ICE 80.5% 76.4% Hybrid 13.7% 15.9% Electric (BEV) 5.1% 6.8% Plug In Hybrid (PHEV) 0.7% 0.9% THE GENERATOR 38
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