Toyota’s popular RAV4 SUV is facing a significant supply shortage in the United States after production changes delayed the rollout of its redesigned 2026 model. The automaker’s decision to continue producing the 2025 version longer than planned postponed factory retooling, while upgrades at Canadian plants and delays at its Kentucky facility further reduced output.
North American RAV4 production fell 30% through September 2026, while U.S. sales declined 29% year over year. Toyota dealerships reportedly have only about four days of inventory, compared with an industry average of 51 days. Some customers face waiting periods of several months.
Demand remains strong because the redesigned RAV4 is offered exclusively as a hybrid or plug-in hybrid, appealing to drivers seeking better fuel efficiency amid rising gasoline prices. Toyota is increasing production but acknowledges that recovering the shortfall will take time.
The shortage could also undermine Toyota’s ambition to overtake General Motors in U.S. vehicle sales, as some frustrated buyers turn to competitors such as Honda’s CR-V Hybrid.
