Ford noticed a 31% drop in U.S. gross sales of electrical autos in the second quarter of 2025, led by a collapse of E-Transit vans and declining reputation of the F-150 Lightning. On the similar time, hybrid gross sales jumped greater than 23% in comparison with final yr.
Midway via the yr, and the corporate has offered simply 38,988 electrical autos — down practically 12% from the place Ford’s EV gross sales stood on the similar level in 2024. That’s regardless of total gross sales being up, thanks partly to the corporate’s aggressive employee pricing promotion within the face of automotive tariffs.
After a number of years of development, it’s now a difficult time for EV gross sales within the U.S., because the Trump administration threatens to remove federal tax incentives and different associated subsidies. Even Hyundai, which has discovered success with its electrical autos within the U.S., reported Tuesday that gross sales of its Ioniq 5 and Ioniq 6 EVs fell 12% and eight%, respectively, in comparison with the identical interval final yr. Kia had even worse drops in sales of its EV9 and EV6. Tesla is predicted to launch similarly grim quarterly sales on Wednesday.
Ford noticed an almost 20% year-over-year drop in Mustang Mach-E gross sales within the second quarter, all the way down to 10,178 items offered. It offered simply 5,842 F-150 Lightnings, a 26% decline. And Ford solely offered 418 E-Transit vans, down from 3,410 within the second quarter of 2024. (The corporate informed TechCrunch that E-Transit gross sales had been down because of bigger fleet orders being positioned within the first quarter.)
President Trump spent the primary few months of his second time period promising tariffs on the automotive sector, which principally drove up gross sales as patrons tried to get forward of value will increase. However that momentum has not lasted for Ford’s EVs, that are getting lengthy within the tooth. The Mustang Mach-E first went on sale in late 2020, and the F-150 Lightning hit the market in the midst of 2022. Ford is engaged on a lower-cost set of EVs, beginning with a small truck, however that gained’t be offered till 2027.