Ford’s electric vehicle sales took a hit in 2025 after scaling back plans, including ending production of the F-150 Lightning.
Ford reports fewer US EV sales in 2025
Despite reporting its best sales year in the US since 2019, Ford sold fewer EVs in 2025 than it did in the year prior.
Ford sold 84,113 fully electric vehicles in the US last year, 14% fewer than the nearly 98,000 it sold in 2024. Like almost every automaker, Ford’s EV sales dropped considerably in the fourth quarter after the $7,500 federal tax credit expired at the end of September.
In the final three months of the year, Ford sold just over 14,500 electric vehicles, 52% fewer than it did in Q4 2024.
Crosstown rival GM reported on Monday that it sold 169,887 EVs in the US in 2025, up 48% from 2024 and more than double Ford’s. GM’s electric vehicle sales also fell 43% in the fourth quarter to 25,219.
While Ford offers three models in the US (for now), the F-150 Lightning, Mustang Mach-E, and E-Transit, GM has an EV in nearly every segment across the Chevy, GMC, and Cadillac brands.
For the full year, Ford F-150 Lightning sales were down 18.5% to 27,307, Mustang Mach-E sales remained about flat at 51,620, and E-Transit sales dropped 59% to 5,186 units.
Meanwhile, Ford’s hybrids had their best year ever. The company sold 228,072 hybrid vehicles in 2025, up 22% from the previous year. Including EVs, hybrids, and plug-in hybrids, Ford said it sold more “electrified” vehicles than GM and Stellantis.
Ford ended production of the current F-150 Lightning with plans to replace it with an extended-range electric vehicle (EREV) version.
The company is also shifting its focus to smaller, more affordable electric cars based on the new Ford Universal EV platform.
Ford confirmed the first vehicle to launch on the platform will be a midsize electric pickup, around the size of the Maverick or Ranger. It will be assembled at Ford’s Louisville Assembly Plant, starting in 2027. Prices for the upcoming midsize EVs will begin at around $30,000, Ford said.
Electrek’s Take
Ford’s aging EV lineup in the US is showing. The F-150 Lightning is already on its way out and will be replaced with an EREV in 2027.
The midsize pickup is also due out in 2027 as the first of Ford’s lower-cost EV lineup, but it might be too little, too late.
Several entry-level electric vehicles are arriving this year, including the new Chevy Bolt EV and Nissan LEAF, both of which will start at under $30,000.
GM sold nearly 58,000 Chevy Equinox EVs last year alone, or “America’s most affordable electric SUV with 315+ miles of range,” as it called it. Who would’ve thought an affordable electric SUV with over 300 miles of range would sell?
Despite slower sales in the fourth quarter, EVs will continue gaining market share over gas vehicles over the next few years. The “pullback” was due to the rush of buyers claiming the $7,500 tax credit before it expired.
While we wait for its next-gen EVs, Ford will bridge the gap with new hybrids and EREVs. When the new all-electric models arrive, will they be able to compete in a sea of lower-cost alternatives? Ford is betting on advanced software and lower prices for its upcoming lineup.
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