Combined commercial, rental and government fleet sales totaled 1,380,314 through July 2026 on a same-automaker basis, up from 1,372,769 during the first seven months of 2025, according to data compiled by Bobit Business Media.

The modest 0.5% gain masks contrasting trends among the three fleet segments. Commercial fleet sales increased 7.1%, and government sales rose 4.3%, while rental fleet sales declined 4.2%.

The year-to-date results were:

• Commercial: 504,044, up from 470,433
• Rental: 731,288, down from 763,313
• Government: 144,982, up from 139,023

Rental remained the largest of the three segments, accounting for 53% of comparable fleet sales through July. Commercial represented 36.5%, while government accounted for 10.5%.

Commercial Volume Drives the Net Gain

Commercial fleet sales provided the strongest source of growth, adding 33,611 vehicles compared with the first seven months of 2025.

That increase more than offset the rental segment’s decline of 32,025 vehicles. Government sales added another 5,959 vehicles, producing a net gain of 7,545 sales across the three segments.

The commercial category includes vehicles purchased for business use, ranging from passenger cars and SUVs to trucks through Class 7.

When all automaker submissions received for 2026 are included, reported commercial fleet sales totaled 508,155, up 8% from the 2025 total presented in the reports. The same-automaker calculation excludes 2026 volume from two automakers without corresponding 2025 data, resulting in the comparable increase of 7.1%.

July Results Shift Lower

Combined fleet sales weakened in July after posting gains during the first two quarters.

Comparable sales across the three segments totaled 171,909 in July, down 1.2% from 173,992 in July 2025.

Commercial fleet sales increased 9.6% to 75,795 during the month, while government sales rose 10.1% to 21,799. Those gains were not enough to offset a 12.6% decline in rental fleet sales, which fell to 74,315.

The combined year-over-year progression was:

• First quarter: up 1.3%
• Second quarter: up 0.3%
• July: down 1.2%
• January through July: up 0.5%

Fleet deliveries can vary substantially from month to month based on production schedules, ordering cycles, vehicle availability and the timing of large-volume purchases.

Vehicle Mix Continues to Shift

The automaker reports divide vehicle sales into passenger cars and a combined truck/SUV category. Because SUVs are grouped with trucks, the classification should not be interpreted as a clean separation between passenger-type vehicles and work trucks.

Across all three fleet segments, comparable sales in the combined truck/SUV category increased 4.1% to 1,185,276 through July, up from 1,139,058 a year earlier.

Passenger car sales declined 16.5% to 195,038 from 233,711.

As a result, the truck/SUV category represented 85.9% of comparable fleet sales, up from 83% during the same period in 2025. Reported truck sales include Classes 1-7.