Market Research Report

US Electric Vehicle Shared Mobility Market Key Takeaways

• The US electric vehicle shared mobility market size was valued at USD 2.19 billion in 2025 and is projected to grow from USD 2.87 billion in 2026 to USD 4.11 billion by 2032.
• The industry is projected to reflect a growth at a steady CAGR of 4.61% during 2026-2032.
• By service type, ride-hailing holds a significant share of about 55% in 2026.
• By vehicle type, passenger cars seized a significant share of about 75% in 2026.
• The industry is moderately fragmented. However, the top five players collectively account for nearly a 33% share.

US Electric Vehicle Shared Mobility Market Size and Outlook

The electric vehicle shared mobility market size in the United States was valued at USD 2.19 billion in 2025 and is projected to grow from USD 2.87 billion in 2026 to USD 4.11 billion by 2032. Along with this, the market is estimated to grow at a CAGR of around 4.61% during the forecast period, i.e., 2026-32.

The demand for EV shared mobility in the US is expanding as consumers increasingly prefer convenient, app-based transportation and mobility providers electrify high-mileage fleets. In 2026, Uber reported more than 339,000 active ZEV drivers globally, up 47% year over year, while ZEV drivers completed over 154 million trips. Additionally, government support for EV charging infrastructure, fleet electrification, and zero-emission transportation further supports adoption, while continued investment in charging reliability strengthens market scalability.

Future opportunities include dedicated fleet-charging networks, electric car-sharing, autonomous EVs, and integrated mobility services. With improving EV economics, expanding infrastructure, and rising demand for sustainable transportation, the market is expected to maintain strong long-term growth.

US Electric Vehicle Shared Mobility Market Key Indicators

• Uber’s Q1 2026 electrification data shows that zero-emission vehicles represented 9.1% of all on-trip miles in the U.S. and Canada, although this share declined for the first time amid the phase-out of U.S. federal EV tax credits. Globally, Uber recorded more than 339,000 active ZEV drivers, up 47% year over year, while ZEV drivers completed over 154 million trips, also increasing 47%. These figures demonstrate substantial EV integration within large-scale ride-hailing operations.
• Shared micromobility is likewise expanding as an alternative to private vehicle ownership. NACTO member cities recorded 150 million shared bike and scooter trips in 2025, including 58 million shared e-scooter trips, which increased 29% year-over-year. The rising use of shared electric mobility options demonstrates increasing consumer acceptance of app-based, pay-per-use transportation and strengthens the broader behavioral shift toward shared mobility rather than exclusive vehicle ownership.
• U.S. gasoline prices averaged $3.10 per gallon in 2025, down from $3.31 in 2024, marking the third consecutive annual decline. While lower gasoline prices can weaken the immediate fuel-cost advantage of EVs, the decline also highlights why EV shared mobility operators increasingly depend on high vehicle utilization, electricity-cost optimization, and lower maintenance requirements rather than fuel savings alone to justify fleet electrification.
• In 2025, Rest of World reported that approximately 20% of Lyft rides in North America were completed using hybrid or electric vehicles, despite the company offering driver incentives and charging discounts and targeting an all-electric fleet by 2030. The relatively low penetration highlights the gap between corporate electrification targets and actual adoption, with EV costs, charging access, and driver economics continuing to influence the pace of fleet electrification.
• In 2025, NACTO reported that e-bikes represented approximately 42% of station-based bike-share fleets across its member agencies, up from about 30% in 2022. E-bikes also demonstrated stronger utilization, averaging 6.3 trips per bike per day, compared with 3.4 trips for conventional pedal bikes and 2.9 trips for e-scooters in September 2025. The higher utilization indicates strong rider acceptance of electric-assist mobility and encourages cities and operators to expand e-bike fleets, supporting the growth of electric shared mobility in the U.S.
• In 2025, electrified vehicles, battery-electric vehicles (BEVs), and plug-in hybrids accounted for approximately 22% of U.S. light-duty vehicle sales, up from 20% in 2024. BEVs alone reached a record 12% sales share in September 2025, immediately before the federal New Clean Vehicle Credit and Qualified Commercial Clean Vehicle Credit expired on September 30. BEV share subsequently fell below 6% in each remaining month of 2025, highlighting the strong influence of federal incentives on EV demand and the supply of vehicles available for shared-mobility fleets.

United States Shared Mobility Carbon Reduction Analysis

40–45% Lower Lifecycle GHG Emissions from Electrifying US Shared Mobility Fleets

Electrification of shared mobility fleets can generate substantially greater environmental benefits than conventional private-use EVs because ride-hailing vehicles accumulate significantly higher annual mileage. A peer-reviewed study based on more than one million Uber and Lyft trips in Chicago estimated that replacing gasoline-powered ride-sourcing vehicles with fully electric vehicles could reduce life-cycle greenhouse-gas externality costs by 40–45%, equivalent to approximately USD 0.09–0.10 per trip. The analysis also identified an important operational trade-off: additional travel to charging stations could increase deadheading and associated congestion, crash, and noise externalities by 2–3%.

The emissions advantage is particularly relevant to the US ride-hailing market. The US Environmental Protection Agency estimates that a conventional passenger vehicle produces approximately 400 grams of CO₂ per mile and 4.6 metric tons annually. While EVs have zero tailpipe CO₂ emissions, their overall lifecycle advantage depends on electricity generation, vehicle utilization, charging behavior, and battery production. A California study based on high-resolution Uber and Lyft data found that the emissions-reduction potential of EVs used in ride-hailing was approximately three times higher than for EVs in regular private use, reflecting the substantially greater utilization of shared vehicles.

Recent platform-level data further demonstrate the scale of electrification: Uber reported that ZEV drivers completed 154 million trips globally in Q1 2026, while ZEVs accounted for 9.1% of on-trip miles in the US and Canada. These trends indicate that increasing EV penetration in shared mobility can materially reduce fleet-level emissions while simultaneously creating measurable demand for EV fleet deployment, charging infrastructure, and supporting mobility services.

US Electric Vehicle Shared Mobility Market Scope

US Electric Vehicle Shared Mobility Market Growth Drivers

Improving Cost Economics of High-Mileage EVs Drives Shared Mobility Fleet Electrification

Improving operating economics for high-mileage vehicles is a key growth driver for the U.S. electric vehicle shared mobility market, because ride-hailing, taxi, rental, and car-sharing vehicles accumulate substantially higher mileage than typical private vehicles. Savings on energy and maintenance costs can have a greater impact on the profitability of shared EVs. The U.S. Department of Energy reports that light-duty all-electric vehicles have average operation and maintenance costs of approximately 6.1 cents per mile, while EVs also benefit from high fuel efficiency and potentially lower off-peak electricity costs.

Evidence specific to ride-hailing further supports the economic case. A study using 110 million driver-days and more than 1.8 million U.S. Lyft drivers found that 86% of drivers could meet their daily travel requirements with a 250-mile-range BEV on at least 95% of driving days. The study also found that new and used BEVs could be cost-saving for many ride-hailing drivers, while a $5,700 purchase subsidy could make a new BEV250 cost-competitive with gasoline vehicles for all range-suitable drivers.

The market response is already visible: in Q1 2026, Uber recorded more than 339,000 active ZEV drivers globally, up 47% year over year, while ZEV drivers completed more than 154 million trips, also up 47%. In the U.S. and Canada, ZEVs accounted for 9.1% of Uber's on-trip miles. These improving economics encourage drivers and operators to replace ICE vehicles with EVs, directly expanding the electric shared-mobility fleet and supporting market growth.

Recent Trends

Growing Deployment of Autonomous EV Robotaxis in Shared Mobility

The integration of autonomous electric robotaxis into ride-hailing platforms is an emerging trend in the U.S. electric vehicle shared mobility market, as mobility companies move toward driverless, high-utilization EV fleets. In March 2026, Uber and Rivian announced a partnership targeting up to 50,000 fully autonomous Rivian R2 robotaxis, with Uber committing up to $1.25 billion through 2031, subject to autonomous performance milestones. The companies expect an initial 10,000-vehicle deployment, with commercial service planned for San Francisco and Miami in 2028, followed by expansion to as many as 25 cities through 2031.

The development demonstrates a shift from conventional driver-operated EVs toward autonomous electric shared fleets, potentially increasing vehicle utilization while reducing dependence on human drivers. Because the vehicles are planned exclusively for Uber's platform, the partnership also connects autonomous EV supply directly with an established ride-hailing network. Consequently, continued investment in autonomous EV fleets could expand the scale and operating efficiency of shared mobility while creating new demand for electric vehicles, fleet-management systems, charging infrastructure, and autonomous-driving technologies.

US Electric Vehicle Shared Mobility Market Opportunities and Challenges

Insufficient EV Charging Infrastructure Creates Opportunities for Dedicated Fast-Charging Networks

Insufficient and uneven EV charging infrastructure is a key challenge for the U.S. electric vehicle shared mobility market, as ride-hailing, taxi, rental, and car-sharing EVs require frequent and rapid charging to maintain high utilization. Unlike privately owned EVs, shared vehicles cannot rely primarily on overnight home charging because they operate for extended periods throughout the day. NREL estimates that the U.S. will require 28 million EV charging ports to support 33 million EVs by 2030, including approximately 182,000 public DC fast-charging ports. However, only about 22,007 public DC fast-charging ports rated at 150 kW or higher were available in Q1 2024, indicating a substantial infrastructure gap.

This infrastructure shortage is creating a direct opportunity for dedicated high-power charging networks designed specifically for shared EV fleets. Strategically located fast-charging hubs near airports, transit centers, urban districts, and fleet depots can reduce charging downtime and improve vehicle utilization. Strategically located fast-charging hubs near airports, transit centers, urban districts, and fleet depots can reduce charging downtime and improve shared-EV utilization.

In 2025, EVgo expanded its U.S. network to more than 1,100 fast-charging stations across 47 states, with newly deployed stations featuring 350-kW fast chargers capable of serving up to 14 vehicles simultaneously at some locations. In 2026, EVgo reported that its network had grown to more than 1,200 fast-charging stations across 47 states, demonstrating continued investment in high-power charging infrastructure. Meanwhile, the U.S. DOE's Alternative Fuels Data Center reported that its charging-port database was updated through March 2026, reflecting continued expansion of the national charging ecosystem.

The charging infrastructure gap remains a major constraint on shared EV utilization and fleet expansion. However, increasing investment in dedicated fast-charging networks can convert this constraint into a significant growth opportunity by improving vehicle availability, utilization, and operating economics.

Segmentation Insights

Ride-Hailing Captures the Largest Revenue Share at Nearly 55%

Ride-hailing holds nearly 55% of U.S. electric vehicle shared mobility industry revenue, supported by its large user base, high trip volumes, and suitability for high-utilization EVs. Lyft recorded 945.5 million rides in 2025, an increase of 14% year over year, while its annual rider base reached a record 51.3 million. Lyft also generated $18.5 billion in gross bookings, up 15% during the year.

The high frequency and mileage associated with ride-hailing make EVs particularly attractive because lower energy and maintenance costs can generate greater savings for drivers. Meanwhile, NACTO reported 150 million shared bike and scooter trips in 2025, demonstrating the broader expansion of shared mobility, although ride-hailing remains substantially larger in terms of passenger transportation activity. The combination of large-scale demand, frequent vehicle utilization, and increasing EV suitability makes ride-hailing the leading service type in the U.S. EV shared mobility market. Based on service type, the scope has been segmented into

• Ride-Hailing
• Car Sharing
• Scooter Sharing
• Bike Sharing
• Ride Pooling
• Shuttle Services
• Others

Passenger Cars Lead with Approximately 75% Share of Total Sales

Passenger cars are the leading vehicle type in the U.S. electric vehicle shared mobility market, accounting for approximately 75% of total sales. The segment benefits from the dominance of car-based services, particularly ride-hailing, ride-pooling, and car-sharing, which require vehicles capable of transporting multiple passengers comfortably across short- and long-distance urban and suburban trips. Passenger EVs also offer greater driving range, luggage capacity, safety, and weather protection than two-wheelers, making them suitable for year-round shared mobility operations.

The growing electrification of ride-hailing and fleet vehicles is further supporting demand, as operators seek to reduce fuel and maintenance costs while meeting sustainability objectives. In addition, the expanding U.S. public charging network is improving the operational feasibility of electric passenger fleets. Compared with electric two-wheelers, passenger cars can serve a broader customer base and support more diverse trip purposes, strengthening their adoption across both consumer-focused and corporate shared mobility services. Based on vehicle type, the market is categorized into

• Passenger Cars
• Two-Wheelers
• Electric Vans
• Electric Buses
• Others

US Electric Vehicle Shared Mobility Market Competitive Analysis

The United States electric vehicle shared mobility industry is moderately fragmented, with the top five companies collectively accounting for approximately 33% of the market by value in 2024. Key participants include Uber Technologies, Inc., Lyft, Inc., Neutron Holdings, Inc., Turo Inc., and Zipcar, Inc.

Major Companies in US Electric Vehicle Shared Mobility Industry

• Uber Technologies, Inc.
• Lyft, Inc.
• Neutron Holdings, Inc.
• Turo Inc.
• Zipcar, Inc.
• Via Transportation, Inc.
• Revel Transit, Inc.
• GIG Car Share, Inc.
• Bird Rides, Inc.
• Getaround, Inc.
• Others

US Electric Vehicle Shared Mobility Industry News and Recent Developments

2026: Waymo and Uber Expand Fully Electric Autonomous Rides in Austin and Atlanta

In 2026, Waymo and Uber expanded their U.S. partnership, making fully autonomous, all-electric Jaguar I-PACE rides available through the Uber app in Austin and Atlanta. Riders can be matched with Waymo vehicles when available, integrating autonomous EVs directly into mainstream ride-hailing. The development strengthens the integration of electric autonomous vehicles into U.S. shared mobility.

Impact Analysis: The expansion increases consumer access to fully electric autonomous ride-hailing, strengthening the integration of EVs into mainstream shared mobility. By combining Waymo’s autonomous technology with Uber’s established customer platform, the partnership can increase vehicle utilization and service availability. It also provides a scalable model for deploying electric robotaxis in additional U.S. cities, supporting long-term electrification and autonomous shared-mobility adoption.

2026: Uber Launches USD 4,000 Go Electric Incentive for U.S. Drivers

In 2026, Uber continued its Go Electric initiative, offering eligible U.S. drivers up to USD 4,000 when they switch to an EV and complete 100 qualifying rides by December 31, 2026. The program is designed to reduce the financial barrier to EV adoption among ride-hailing drivers and accelerate electrification of vehicles operating on the Uber platform.

Impact Analysis: The incentive lowers the upfront financial barrier for ride-hailing drivers transitioning to EVs, potentially accelerating the replacement of conventional vehicles operating on Uber’s platform. By linking the up to USD 4,000 incentive to completion of qualifying rides, Uber simultaneously encourages EV acquisition and continued platform utilization. Greater EV participation can expand the electric shared-mobility fleet and increase demand for charging and related fleet services.