After its EV sales fell by 31.4% in the second quarter, Ford said it didn’t have vehicles on the lot for dealers to sell. Here’s what’s really going on with Mustang Mach-E and F-150 Lightning sales.
Ford’s EV sales fall in Q2 over Mustang Mach-E recall
Ford sold 16,438 electric vehicles in the US in Q2 2025, nearly a quarter less than it did in the same period last year (23,957).
According to Ford spokesperson Martin Gunsberg, the company’s lower EV sales are due to two reasons. Gunsberg told Electrek that both the Mustang Mach-E and F-150 Lightning were impacted by the changeover to the 2025 model year.
“Our dealers can’t sell what they don’t have,” he said. Ford also ordered dealers not to sell the Mustang Mach-E last month due to a recall affecting nearly 200,000 models in the US.
The recall is over a software glitch that could leave you locked in or outside the vehicle. Ford is working on a software update, which is expected to roll out in the third quarter. However, until then, it’s still under a stop-sale.
Gunsberg said Ford expects “the flow of Mustang Mach-E inventory released for sale to increase across July.” Sales of each of its three EVs declined by double digits in Q2.
Ford sold 5,842 F-150 Lightnings in the second quarter, 26% fewer than in Q2 2024. Sales of the Mustang Mach-E and E-Transit fell 19.5% and 87.7% with 10,178 and 418 units sold, respectively.
The news comes after crosstown rival GM reported this morning that its EV sales more than doubled (+111%) in Q2 with a growing lineup of electric SUVs, trucks, and entry-level models. GM sold 46,280 electric vehicles across its Chevy, GMC, and Cadillac brands in Q2, compared to Ford, which sold 16,438.
Ford is banking on its low-cost EV platform to help turn things around, with more affordable models expected to arrive in 2027, starting with a midsize pickup.
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