Ford Motor’s electric vehicle (EV) sales in the United States declined 31% year-on-year in the second quarter of 2025, with notable drops in demand for the F-150 Lightning and the E-Transit van. While the company’s overall vehicle sales increased, electric vehicle deliveries struggled, totaling just 38,988 units in the first half of the year—down nearly 12% compared to the same period in 2024.
The decline in EV sales comes at a time when the broader U.S. market is experiencing waning momentum for battery-electric vehicles. Uncertainty surrounding federal tax incentives, including potential rollbacks under the Trump administration, has contributed to slowing demand. Meanwhile, Ford’s hybrid lineup performed more strongly, with a 23% increase in sales compared to the same quarter last year, reflecting a growing preference among consumers for electrified vehicles that offer greater flexibility.
The company recorded a nearly 20% year-on-year drop in Mustang Mach-E deliveries in Q2, totaling 10,178 units. F-150 Lightning sales fell 26% to 5,842 vehicles, while the E-Transit van saw a steep decline to just 418 units—down significantly from the 3,410 sold in the second quarter of 2024. Ford attributed the drop in E-Transit sales to earlier fleet orders placed in the first quarter.
The slowdown at Ford mirrors a broader trend across the industry. Hyundai and Kia both reported declining sales for their electric models, and Tesla is expected to release softer figures for the quarter. While Ford is developing a new lineup of lower-cost EVs, including a compact electric truck, these models are not expected to reach the market until 2027.