TL;DR
- Ford’s U.S. electric vehicle (EV) sales dropped 31% in Q2 2025, with total EVs sold falling to 38,988 units.
- Major declines in E-Transit van sales (down 88%) and F-150 Lightning sales (down 26%) drove the downturn.
- Hybrid sales increased over 23% year-over-year, showing stronger consumer preference amid EV market challenges.
- Federal tax incentives for EVs face potential cuts under the Trump administration, adding pressure on sales.
- Ford is developing new, lower-cost EVs, but these are not expected until 2027.
Challenging Q2 for Ford’s Electric Vehicles
Ford’s electric vehicle sales in the U.S. fell sharply in the second quarter of 2025, with just 38,988 EVs sold, marking a nearly 12% decline compared to the same period last year. This drop comes despite an overall rise in total vehicle sales, fueled in part by the company’s aggressive employee pricing promotions.
The steepest decline was in the E-Transit van segment, which saw sales plummet from 3,410 units in Q2 2024 to just 418 in 2025. The popular F-150 Lightning pickup also suffered a 26% drop, selling 5,842 units.
Market Pressures Weigh on EV Adoption
The potential removal of federal EV incentives by the Trump administration continues to cast uncertainty over the U.S. electric vehicle market. This pressure is echoed across other automakers: Hyundai’s Ioniq 5 and Ioniq 6 models reported sales declines of 12% and 8%, respectively, while Kia’s EV9 and EV6 faced even steeper drops. Tesla’s upcoming quarterly report is expected to reflect similar challenges.
Hybrid Sales Surge as EV Demand Stalls
While EV sales struggle, Ford’s hybrid vehicle sales jumped more than 23% compared to last year. This uptick suggests that consumers are gravitating towards hybrids amid rising EV costs and fading subsidies.
Ford’s EV Lineup Aging, New Models on the Horizon
The Ford Mustang Mach-E, introduced in late 2020, saw sales fall nearly 20% in Q2 2025, down to 10,178 units. The aging F-150 Lightning has also faced declining demand. Ford is planning to launch a new, more affordable EV lineup starting with a small truck model, but these vehicles are not expected on the market until 2027.
Ford EV and Hybrid Sales Q2 2025
| Vehicle Model | Q2 2024 Sales | Q2 2025 Sales | % Change |
| Ford Mustang Mach-E | 12,722 | 10,178 | -20% |
| Ford F-150 Lightning | 7,889 | 5,842 | -26% |
| Ford E-Transit Van | 3,410 | 418 | -88% |
| Hybrid Vehicles Total | — | #ERROR! | — |
