Tesla Inc. likely sold nearly three times as many electric vehicles in May than its main competitors combined did.

That’s from analysts at Morgan Stanley, led by Adam Jonas, who used industry estimates as Tesla TSLA, +1.95% does not report monthly sales.

The Silicon Valley car maker is estimated to have sold 11,300 vehicles in the U.S. in May, 2.6 times as many as the combined sales of electric vehicles by Volkswagen AG’s CH:VW Audi brand, BMW AG BMW, -0.52% , General Motors Co. GM, -0.78% , and Nissan Motor Co. Ltd 7201, -1.15% , the analysts said.

Last year, Tesla’s total sales were 2.1 times that cohort, they said.

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Sales of Audi’s E-Tron, BMW’s i3, Jaguar’s I-Pace, GM’s Chevy Bolt and Nissan’s Leaf combined rose 39% year-on-year, while estimates for total Tesla sales, which includes the three vehicles Tesla offers, rose 73% year-on-year.

The electric-vehicle comparisons were part of a Morgan Stanley’s note on Wednesday about overall U.S. car sales trends.

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Light-truck sales corresponded to 70% of total May sales, the analysts said. The growth in sales of SUVs and pickup trucks at higher transaction prices helped drive growth in new-car revenue in May and compensated somewhat a slight drop in volume, the Morgan Stanley analysts said.

Sales of full-sized pickup trucks rose 7% compared with a flat overall market, they said. Notably, sales of Fiat Chrysler Automobiles AV’s Ram pickup rose 33%.

A few car makers reported monthly U.S. sales this week, including Fiat Chrysler, which saw May sales up 2%.

Tesla for years has reported deliveries, its proxy for sales, by quarter only a few days after the end of the three-month period. GM and Ford have taken a page from Tesla and recently started divulging sales by quarter as well.

In April, Ford reported its first-quarter sales rose 4.1%, while GM reported a 7% decline in sales for the quarter. Tesla also in April reported fewer-than-expected deliveries in the first quarter, pinning the miss on backlogs.