Ford saw a 31% drop in U.S. sales of electric vehicles in the second quarter of 2025, led by a collapse of E-Transit vans and declining popularity of the F-150 Lightning. At the same time, hybrid sales jumped more than 23% compared to last year.
Halfway through the year, and the company has sold just 38,988 electric vehicles — down nearly 12% from where Ford’s EV sales stood at the same point in 2024. That’s despite overall sales being up, thanks in part to the company’s aggressive employee pricing promotion in the face of automotive tariffs.
After a few years of growth, it’s now a challenging time for EV sales in the U.S., as the Trump administration threatens to take away federal tax incentives and other related subsidies. Even Hyundai, which has found success with its electric vehicles in the U.S., reported Tuesday that sales of its Ioniq 5 and Ioniq 6 EVs fell 12% and 8%, respectively, compared to the same period last year. Kia had even worse drops in sales of its EV9 and EV6. Tesla is expected to release similarly grim quarterly sales on Wednesday.
Ford saw a nearly 20% year-over-year drop in Mustang Mach-E sales in the second quarter, down to 10,178 units sold. It sold just 5,842 F-150 Lightnings, a 26% decline. And Ford only sold 418 E-Transit vans, down from 3,410 in the second quarter of 2024. (The company told TechCrunch that E-Transit sales were down as a result of larger fleet orders being placed in the first quarter.)
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