Nissan Group today reported third-quarter 2026 U.S. retail sales growth of 7.8% year-over-year, driven by strong customer demand across both the Nissan and INFINITI brands.
Nissan remained America's fastest-growing mainstream automotive brand for the 13th consecutive month and delivered its 19th consecutive month of year-over-year retail sales growth. The brand’s retail sales increased 6.8% during the quarter, driven by strong demand for its core truck and SUV lineup. Frontier remained the fastest-growing truck in the U.S., with retail sales up 44% year over year. Rogue retail sales rose 41%, and Armada retail sales increased 42%, reflecting strong customer demand across the portfolio. Pathfinder cumulative retail sales delivered its second-best third-quarter retail sales performance ever.
Nissan continued executing its strategic focus on retail sales, prioritizing customer demand through its dealer network while reducing rental fleet volume. As a result, rental fleet sales declined 45% year-over-year during the quarter and 33% year-to-date. At the same time, Nissan recorded the largest increase in customer loyalty among major automakers and improved inventory efficiency, reinforcing the company's disciplined approach to supporting long-term dealer profitability and sustainable growth.
"The most important part of this story isn't simply that we're growing, it's how we're growing," said Tiago Castro, senior vice president, U.S. Marketing & Sales, Nissan and INFINITI. "We're attracting more retail customers, improving loyalty and gaining momentum in some of the most competitive segments in the industry. We're also building a stronger, more profitable dealer network, with average Nissan dealer profitability making solid year-over-year gains during the quarter. That combination gives us confidence as the all-new 2027 Rogue Hybrid begins to arrive in dealerships this November."
Nissan's "build where you sell" strategy remains a key part of its long-term growth plan. Vehicles assembled in Nissan's Tennessee and Mississippi manufacturing facilities accounted for nearly 60% of combined Nissan and INFINITI sales through September, up 9 percentage points from a year ago. Nissan aims to increase that figure to 80% by 2030.
INFINITI posts its best Q3 retail performance since 2020
INFINITI retail sales rose 21% year-over-year in the quarter, marking the brand’s best third-quarter retail performance since 2020 and its strongest quarter-over-quarter retail sales growth since 1999.
QX60 remained INFINITI's volume leader during the quarter, while the all-new QX65 continued to attract new customers to the brand. QX65 sales increased 22% in September compared with August and accounted for 32% of retail sales volume. Meanwhile, QX80 delivered its best-ever September and third-quarter retail sales performances, helping make INFINITI the fastest-growing brand in the luxury full-size SUV segment.
NOTE: To ensure consistency in global sales reporting, Nissan North America calculates quarterly variances on a straight-percentage basis, unadjusted for the number of selling days. Third quarter 2026 had 77 selling days and third quarter 2025 had 77 selling days.
Q&A
Q: What drove Nissan's strong third-quarter retail sales growth?
A: Nissan's third-quarter performance was driven by strong customer demand across its core lineup, led by Rogue, Frontier and Pathfinder. Nissan retail sales increased 6.8% year-over-year during the quarter and September retail sales rose 13.2%, marking the brand's 19th consecutive month of year-over-year retail sales growth.
Q: Why does Nissan consider this a strong quarter beyond sales volume?
A: Nissan recorded the largest increase in customer loyalty among major automakers, improving 3.9 percentage calendar-year-to-date through July. Rental fleet sales declined 45% year-over-year for the quarter and are down -33% CYTD versus prior year. Average Nissan dealer profitability demonstrated solid year-over-year gains during the quarter.
Q: How did INFINITI perform during the third quarter?
A: INFINITI retail sales increased 21% and total sales increased 20.4% year-over-year for the quarter. The results represent the brand's best third-quarter retail performance since 2020 and its largest quarter-over-quarter retail sales growth since 1999.
Q: What role does U.S. manufacturing play in Nissan Group's sales performance?
A: U.S. manufacturing is a key driver of Nissan’s growth. Vehicles assembled at Nissan’s U.S. plants (Rogue, Murano, Pathfinder, QX60, QX65, Frontier, Altima) are forecasted to account for nearly 60% of retail sales volume through September. This reflects growing demand for top-selling models such as Rogue, Frontier, Pathfinder and the all-new INFINITI QX65.
Q: What products are expected to drive future growth for Nissan and INFINITI?
A: The all-new 2027 Rogue Hybrid will begin arriving at U.S. dealerships in November, giving customers another option in Nissan's best-selling nameplate and strengthening the brand's position in one of the industry's most competitive segments. INFINITI expects continued momentum from its SUV lineup, including QX60, QX65 and QX80.
| CY26 Q3 Sales (July – Sept.) | 2026 | 2025 | % change |
|---|---|---|---|
| Total sales (units) | 226,474 | 223,377 | +1.4% |
| Total retail sales (units) | 196,018 | 181,802 | +7.8% |
| Nissan Division total sales | 210,635 | 210,226 | +0.2% |
| Nissan Division retail sales | 180,619 | 169,072 | +6.8% |
| INFINITI total sales | 15,839 | 13,151 | +20.4% |
| INFINITI retail sales | 15,399 | 12,730 | +21% |
| CY26 To-Date Sales (Jan. – Sept.) | |||
| Total sales (units) | 716,284 | 711,903 | +0.6% |
| Total retail sales (units) | 557,568 | 515,783 | +8.1% |
| Nissan Division total sales | 675,397 | 673,260 | +0.3% |
| Nissan Division retail sales | 519,017 | 479,019 | +8.3% |
| INFINITI total sales | 40,887 | 38,643 | +5.8% |
| INFINITI retail sales | 38,551 | 36,764 | +4.9% |
| CY2026 | CY2025 | % chg (units) | % chg (DSR) | 2026 | 2025 | % chg | |
|---|---|---|---|---|---|---|---|
| Nissan Division Total | 210,635 | 210,226 | 0.2 | 0.2 | 675,396 | 673,260 | 0.3 |
| Versa | 499 | 10,844 | -95.4 | -95.4 | 15,356 | 41,463 | -63.0 |
| Sentra | 36,890 | 40,218 | -8.3 | -8.3 | 112,439 | 125,741 | -10.6 |
| Altima | 14,136 | 14,187 | -0.4 | -0.4 | 56,424 | 76,294 | -26.0 |
| Z | 834 | 1,033 | -19.3 | -19.3 | 2,539 | 4,822 | -47.3 |
| GT‑R | 0 | 2 | -100.0 | -100.0 | 2 | 39 | -94.9 |
| Total Car | 52,359 | 66,284 | -21.0 | -21.0 | 186,760 | 248,372 | -24.8 |
| Kicks | 26,645 | 26,244 | 1.5 | 1.5 | 82,413 | 76,638 | 7.5 |
| LEAF | 634 | 724 | -12.4 | -12.4 | 2,318 | 4,649 | -50.1 |
| Frontier | 23,412 | 17,032 | 37.5 | 37.5 | 66,513 | 47,630 | 39.6 |
| Titan | 3 | 118 | -97.5 | -97.5 | 13 | 2,024 | -99.4 |
| Pathfinder | 23,311 | 25,744 | -9.5 | -9.5 | 87,382 | 72,285 | 20.9 |
| Armada | 6,356 | 4,437 | 43.2 | 43.2 | 16,361 | 12,609 | 29.8 |
| Rogue | 66,021 | 52,261 | 26.3 | 26.3 | 201,991 | 161,824 | 24.8 |
| Ariya | 4 | 3,210 | -99.9 | -99.9 | 94 | 14,829 | -99.4 |
| Murano | 11,890 | 14,172 | -16.1 | -16.1 | 31,551 | 32,400 | -2.6 |
| Total Truck | 158,276 | 143,942 | 10.0 | 10.0 | 488,636 | 424,888 | 15.0 |
| North American produced | 184,861 | 184,936 | 0.0 | 0.0 | 606,521 | 581,558 | 4.3 |
| Car | 51,525 | 65,973 | -21.9 | -21.9 | 184,219 | 248,160 | -25.8 |
| Truck | 133,336 | 118,963 | 12.1 | 12.1 | 422,302 | 333,398 | 26.7 |
| Import | 25,774 | 25,290 | 1.9 | 1.9 | 68,875 | 91,702 | -24.9 |
| Car | 834 | 1035 | -19.4 | -19.4 | 2,541 | 4,861 | -47.7 |
| Truck | 24,940 | 24,255 | 2.8 | 2.8 | 66,334 | 86,841 | -23.6 |
| Qtr: Jul-26 to Sep-26 | Qtr: Jul-25 to Sep-25 | Quarterly | Quarterly | CYTD | CYTD | CYTD | |
|---|---|---|---|---|---|---|---|
| CY2026 | CY2025 | % chg (units) | % chg (DSR) | 2026 | 2025 | % chg | |
| Infiniti Division Total | 15,839 | 13,151 | 20.4 | 20.4 | 40,887 | 38,643 | 5.8 |
| Infiniti Q50 | 0 | 28 | -100.0 | -100.0 | 1 | 528 | -99.8 |
| Infiniti QX50 | 6 | 1,425 | -99.6 | -99.6 | 348 | 4,994 | -93.0 |
| Infiniti QX55 | 0 | 550 | -100.0 | -100.0 | 106 | 1,931 | -94.5 |
| Infiniti QX60 | 7,828 | 8,135 | -3.8 | -3.8 | 24,884 | 21,241 | 17.2 |
| Infiniti QX65 | 4,271 | 0 | N.A. | N.A. | 5,527 | 0 | N.A. |
| Infiniti QX80 | 3,734 | 3,013 | 23.9 | 23.9 | 10,021 | 9,949 | 0.7 |
| Total Car | 0 | 28 | -100.0 | -100.0 | 1 | 528 | -99.8 |
| Total Truck | 15,839 | 13,123 | 20.7 | 20.7 | 40,886 | 38,115 | 7.3 |
| Qtr: Jul-26 to Sep-26 | Qtr: Jul-25 to Sep-25 | Quarterly | Quarterly | CYTD | CYTD | CYTD | |
|---|---|---|---|---|---|---|---|
| CY2026 | CY2025 | % chg (units) | % chg (DSR) | 2026 | 2025 | % chg | |
| TOTAL VEHICLE | 226,474 | 223,377 | 1.4 | 1.4 | 716,283 | 711,903 | 0.6 |
| Total Car | 52,359 | 66,312 | -21.0 | -21.0 | 186,761 | 248,900 | -25.0 |
| Total Truck | 174,115 | 157,065 | 10.9 | 10.9 | 529,522 | 463,003 | 14.4 |
| Selling days | 77 | 77 | 229 | 229 |
Quick Q&A
- What drove Nissan's strong third-quarter retail sales growth?
- Nissan's third-quarter performance was driven by strong customer demand across its core lineup, led by Rogue, Frontier and Pathfinder. Nissan retail sales increased 6.8% year-over-year during the quarter and September retail sales rose 13.2%, marking the brand's 19th consecutive month of year-over-year retail sales growth.
- Why does Nissan consider this a strong quarter beyond sales volume?
- Nissan recorded the largest increase in customer loyalty among major automakers, improving 3.9 percentage calendar-year-to-date through July. Rental fleet sales declined 45% year-over-year for the quarter and are down -33% CYTD versus prior year. Average Nissan dealer profitability demonstrated solid year-over-year gains during the quarter.
- How did INFINITI perform during the third quarter?
- INFINITI retail sales increased 21% and total sales increased 20.4% year-over-year for the quarter. The results represent the brand's best third-quarter retail performance since 2020 and its largest quarter-over-quarter retail sales growth since 1999.
- What role does U.S. manufacturing play in Nissan Group's sales performance?
- U.S. manufacturing is a key driver of Nissan’s growth. Vehicles assembled at Nissan’s U.S. plants (Rogue, Murano, Pathfinder, QX60, QX65, Frontier, Altima) are forecasted to account for nearly 60% of retail sales volume through September. This reflects growing demand for top-selling models such as Rogue, Frontier, Pathfinder and the all-new INFINITI QX65.
- What products are expected to drive future growth for Nissan and INFINITI?
- The all-new 2027 Rogue Hybrid will begin arriving at U.S. dealerships in November, giving customers another option in Nissan's best-selling nameplate and strengthening the brand's position in one of the industry's most competitive segments. INFINITI expects continued momentum from its SUV lineup, including QX60, QX65 and QX80.