Major fleet orders from FedEx and other businesses are giving commercial electric vehicles a stronger place in the U.S. transportation market

Garden Grove, California, 1 October 2026 – Electric trucks are beginning to move beyond small-scale trials and into everyday commercial operations in the United States. A major development came on September 30, when California-based electric vehicle manufacturer Harbinger announced an order from FedEx for 2,000 all-electric trucks valued at more than $300 million. The vehicles are expected to be delivered across the United States and Canada by the end of 2027.

The order expands a relationship that began earlier. FedEx previously ordered 53 Harbinger electric truck chassis and also co-led a $160 million funding round for the company in 2025. The latest agreement shows that commercial fleets are looking beyond small demonstrations and considering electric trucks for larger-scale operations.

Harbinger focuses on medium-duty commercial vehicles, particularly trucks used for delivery and other business operations. Its electric platforms are designed for applications where vehicles return to operating facilities regularly, making charging easier to organize than for some long-distance freight routes. According to Harbinger, the new FedEx fleet is expected to replace conventional trucks on a one-for-one basis.

The financial side is also important. Harbinger estimates that the 2,000 electric trucks could save FedEx more than $800 million in diesel fuel costs over a typical 20-year service life. The company also expects electric vehicles to provide operating benefits through reduced dependence on conventional fuel and potentially lower maintenance requirements.

The development comes at a time when several manufacturers are expanding their presence in electric trucking. Tesla recently began delivering its Semi electric truck to customers after years of development. The company has announced plans for an annual production capacity of 50,000 Semis at its Nevada facility. The truck is designed for long-haul freight and is being introduced to customers including PepsiCo, DHL, and US Foods.

Tesla is not the only company attracting large fleet commitments. A coalition of major cargo owners has arranged an order for 2,500 battery electric Class 8 trucks, with Tesla selected as the primary manufacturer. The group includes companies such as Microsoft and PepsiCo and aims to make large-scale electric truck deployment easier by coordinating purchasing, financing, and charging infrastructure.

Other manufacturers are also targeting parts of the commercial vehicle market that are different from Tesla’s long-haul focus. Workhorse, for example, produces electric step vans and other commercial vehicles for delivery applications. Its W56 models are manufactured at its facility in Indiana, highlighting the growing role of domestic production in the electric commercial vehicle sector.

For fleet operators, the transition is increasingly about practical business considerations. Fuel expenses, vehicle utilization, maintenance, charging access, range, and total cost of ownership all influence whether an electric truck makes sense for a particular route.

The latest orders suggest that electric trucks are becoming a more visible part of commercial transportation. As manufacturers increase production and fleet operators gain more experience, the next stage of the market will depend on how effectively electric trucks can perform the demanding work of moving goods every day.