EV Stocks: Electric Vehicle Companies

XPeng is a Chinese smart electric-vehicle maker producing battery-electric sedans and SUVs with an emphasis on in-house assisted-driving software and connected features. It sells primarily in China and is expanding into international markets, and has disclosed development work on electric flying-vehicle and robotics projects.

NIO is a Chinese premium electric-vehicle manufacturer selling battery-electric sedans and SUVs. It is known for its battery-swap network, which lets drivers exchange a depleted pack for a charged one in minutes, and for offering battery-as-a-service subscriptions that lower the upfront vehicle price.

Lucid is a U.S. electric-vehicle maker known for the long-range Lucid Air sedan and the Gravity SUV, both built at its Arizona factory. Saudi Arabia (Public Investment Fund) is its majority shareholder. Lucid sells directly to customers in North America and Europe and supplies electric powertrain technology to other automakers.

General Motors builds electric vehicles including the Chevrolet Equinox EV, Silverado EV, and Cadillac Lyriq on a dedicated EV platform, supported by U.S. battery plants operated jointly with LG Energy Solution. These models sit alongside the larger combustion truck and SUV business, and GM also develops hands-free driver-assistance technology.

Ford is a global automaker that builds battery-electric passenger and commercial vehicles alongside a larger combustion and hybrid business. It partners with SK On on U.S. battery production and operates a battery manufacturing complex in Tennessee. Ford Energy, a wholly owned subsidiary, supplies grid-scale battery energy storage systems.

Stellantis is a multi-brand global automaker (including Jeep, Ram, Peugeot, Fiat, and Chrysler) rolling out battery-electric models on dedicated STLA platforms across its portfolio. Examples include the Jeep Wagoneer S and Ram 1500 REV, sold alongside a large combustion and hybrid lineup in Europe and North America.

Albemarle is one of the world's largest producers of lithium for rechargeable batteries, operating brine and hard-rock resources and lithium-conversion plants across the Americas and Australia. It supplies battery-grade lithium carbonate and hydroxide to cell makers and automakers, and also runs bromine and catalyst businesses.

BorgWarner is a tier-one automotive supplier of propulsion components. Its electrification products include electric motors, power inverters, battery management systems, and onboard chargers for battery-electric and hybrid vehicles. The company also supplies turbochargers and emissions components for combustion engines, and it reports electrification as a distinct part of its portfolio.

VinFast is a Vietnam-based electric-vehicle maker producing battery-electric SUVs and cars along with electric two-wheelers. It sells mainly in Vietnam and is expanding into other Asian markets, and it is part of the Vingroup conglomerate. The company operates its own charging and after-sales network in its home market.

QuantumScape is a development-stage company working on solid-state lithium-metal battery cells that aim to charge faster and hold more energy than conventional lithium-ion cells. PowerCo, a Volkswagen battery unit, is a partner and licensee, and the company has a joint research agreement with Honda. QuantumScape is pre-revenue and has not reached commercial-scale production.

Versigent designs and manufactures vehicle electrical distribution systems, the wiring harnesses, connectors, and high-voltage architecture that route power across a vehicle. It became an independent public company on April 1, 2026, after being spun off from Aptiv, and its high-voltage content rises significantly on battery-electric platforms versus combustion vehicles.

Polestar is a Swedish electric-vehicle brand focused on battery-electric performance cars and SUVs, including the Polestar 2, Polestar 3, and Polestar 4. It is backed by Geely and Volvo Cars. Europe accounts for the large majority of its retail sales, and the company is concentrating its sales network and future manufacturing there.

EVgo owns and operates a public DC fast-charging network across U.S. metropolitan areas, powered by renewable energy and billed per session or via subscription. It partners with automakers and retailers to co-locate fast chargers and supports rideshare and fleet charging programs.

ChargePoint operates one of the largest networked EV charging platforms, selling Level 2 and DC fast-charging hardware together with cloud software and subscriptions. Its customers include businesses, fleets, and drivers across North America and Europe. The company also partners with power-management and automotive companies to package charging with electrical infrastructure.

Toyota is the world's largest automaker by volume, selling gasoline, hybrid, plug-in hybrid, and battery-electric vehicles. Its all-electric lineup is led by the bZ series, with additional Toyota and Lexus EVs in development; battery-electric models remain a minority of Toyota's overall output, which is weighted toward hybrids.

Cummins makes diesel and natural-gas engines and powertrains for trucks and equipment. Its Accelera segment develops zero-emission technologies including electric drive axles, batteries, and hydrogen electrolyzers, and Cummins holds a 30 percent stake in the Amplify Cell Technologies battery joint venture with Paccar and Daimler Truck.

Paccar builds heavy and medium-duty trucks under the Kenworth, Peterbilt, and DAF brands. It produces battery-electric Class 8 and medium-duty models and holds a 30 percent stake in Amplify Cell Technologies, a planned U.S. lithium-iron-phosphate battery-cell joint venture with Cummins and Daimler Truck.

TE Connectivity designs connectors, sensors, and interconnect systems for vehicles and industrial equipment. Its transportation business supplies high-voltage connectors, busbars, and charging inlets used in battery-electric powertrains and charging systems. Electrified vehicles carry more connection points than combustion vehicles, which raises the content the company supplies per vehicle.

STMicroelectronics is a European chipmaker supplying silicon-carbide power devices, microcontrollers, and sensors used in EV inverters, battery management, and driver-assistance systems. Automotive and electrification are major end-markets, sitting within a broad semiconductor portfolio that also serves industrial, personal-electronics, and communications customers.

Honda is a global automaker and a large manufacturer of motorcycles, selling gasoline, hybrid, and battery-electric vehicles. It is developing a dedicated electric-vehicle series and works on battery technology through agreements covering solid-state cells and battery material recycling. Battery-electric models are a minority of Honda overall output.

onsemi makes power and sensing semiconductors, including silicon-carbide devices used in EV traction inverters and onboard chargers that improve efficiency and charging speed. Automotive is a large end-market for the company, which also serves industrial and consumer electronics customers.

SQM is a Chilean producer of lithium from the Atacama brine, ranking among the lowest-cost lithium suppliers globally, and sells lithium carbonate and hydroxide to battery and automotive customers. It also operates sizable specialty-fertilizer, potassium, and iodine businesses that diversify its revenue.

Magna International is a global automotive supplier that develops electric drive systems, including motors, inverters, and gearboxes packaged as complete eDrive units. It has won production programs for 800-volt electric drive systems with automakers in China and Europe. Magna also builds complete vehicles under contract at its assembly operations in Austria.

MP Materials owns the Mountain Pass rare-earth mine in California and is building a domestic magnet supply chain. It produces neodymium-praseodymium oxide and metal and manufactures sintered neodymium-iron-boron magnets at its Fort Worth, Texas plant. These magnets are core components of the permanent-magnet traction motors used in most electric vehicles.

Lear supplies automotive seating and electrical distribution systems. Its E-Systems business produces high-voltage wiring, connectors, battery disconnect units, and power electronics that manage energy between the battery and the drivetrain in electric vehicles. Electrical content per vehicle rises on battery-electric platforms compared with combustion models.

Blue Bird manufactures school buses in Georgia and is one of the largest producers of electric school buses in North America. It delivers battery-electric buses to school districts across the United States, often supported by federal and state clean-bus funding programs. The company also builds diesel, gasoline, and propane-powered buses.

Sigma Lithium operates a lithium project in Brazil, producing lithium concentrate from spodumene ore for battery and cathode manufacturers. The company ships concentrate under sales agreements with industrial buyers and reports quarterly production and revenue from the operation. Lithium concentrate is the feedstock refined into battery-grade lithium chemicals.

Elevra Lithium was formed by the combination of Piedmont Lithium and Sayona Mining, and it holds lithium assets in North America and Australia. Its portfolio includes an interest in the North American Lithium operation in Quebec along with development projects in the Carolinas. The company supplies spodumene concentrate used to make battery-grade lithium.

Lithium Americas is developing the Thacker Pass lithium project in Nevada, one of the largest known U.S. lithium resources, intended to supply battery-grade lithium for domestic EV production. General Motors is an investor and offtake partner, and the project has received U.S. Department of Energy financing support.

Solid Power develops sulfide-based solid-state battery cells and sells solid electrolyte material, licensing its technology to automakers rather than mass-producing cells itself. BMW and Ford are partners. The company operates a pilot line in Colorado and remains in the research-and-validation stage with limited revenue.

Nvidia designs graphics and AI processors. Its automotive products, the DRIVE computing platforms, are used by several automakers for assisted and automated driving, and its data-center GPUs train autonomous-driving models. Automotive is a small share of Nvidia's revenue, which is dominated by data-center and AI computing.

BHP is a global diversified miner producing iron ore, copper, coal, and other commodities. Its copper and nickel output supplies materials used in EV wiring and batteries, with copper demand per vehicle higher in EVs than in combustion cars. Battery metals are a minority of BHP's overall portfolio.

NextEra Energy is a U.S. utility and renewable-power generator whose Florida utility runs EV-charging programs and whose clean-energy generation can supply low-carbon power for charging. It offers time-of-use rates and fleet-electrification support; EV charging is a peripheral part of its regulated-utility and renewables businesses.

Rio Tinto is a global diversified miner producing aluminium, copper, iron ore, and battery materials. It is advancing lithium projects, and its copper and aluminium feed EV wiring and lightweighting. Battery and EV-linked materials are part of a broad commodity portfolio rather than its primary business.

Eaton is a power-management company supplying electrical equipment for buildings, utilities, and data centers. Its mobility and electrical businesses include EV charging hardware, power distribution for charging sites, and vehicle-to-home charging, and it partners with charging-network operators to combine chargers with electrical infrastructure. EV charging is a small part of Eaton operations.

Duke Energy is a regulated U.S. electric utility investing in grid upgrades and charging programs that support electric-vehicle adoption across its service territories. It installs charging ports, offers time-of-use rates for off-peak charging, and runs fleet and transit electrification programs; EV infrastructure is a small part of its regulated business.

Exelon is a regulated U.S. electric and gas utility holding company whose subsidiaries operate make-ready charging programs and grid investments that support electric-vehicle adoption. It deploys charging ports across its service areas and tests managed-charging and vehicle-to-grid pilots; EV programs are a minor part of its regulated utility operations.

Modine designs thermal management systems that move heat in vehicles and industrial equipment. Its vehicle products include battery cooling plates, coolant systems, and heat exchangers that keep electric-vehicle batteries and power electronics within operating temperature. Modine also serves data centers and heating markets, which account for a large share of sales.

Aptiv is an automotive technology supplier focused on vehicle electronics, software, and advanced safety and connectivity systems used in driver-assistance and connected-vehicle features. In April 2026 it spun off its electrical distribution systems business as a separate company, Versigent, leaving Aptiv concentrated on signal, compute, and software products.

Visteon supplies automotive cockpit electronics, including digital instrument clusters, displays, and vehicle computing platforms. It also produces battery management systems that monitor cell voltage and temperature in electric vehicles. Its products go to automakers building both battery-electric and combustion models, and cockpit electronics are the larger part of the business.