General Motors reported a 111% year-over-year increase in U.S. electric vehicle (EV) sales for the second quarter, driven by a wave of new models and rising deliveries across both consumer and commercial segments. The automaker sold 36,187 EVs in the three-month period, up from 17,030 units a year earlier.
The Equinox EV led the performance with 17,420 units sold. Other key contributors included 6,549 Blazer EVs, 4,508 Hummer electric trucks and SUVs, 3,056 Silverado EVs, 1,810 Escalade IQ units, and 1,524 GMC Sierra EVs. BrightDrop, GM’s commercial EV brand, also recorded 1,318 van sales, significantly up from 490 units during the same period in 2024.
The increase follows a broader expansion of GM’s EV lineup, even as the company phases out older models like the Bolt EV and EUV. Many of the models that boosted second-quarter numbers were either newly launched or unavailable during the previous year’s comparable period.
By contrast, Ford Motor (F.N) experienced a 31% decline in U.S. EV sales in the second quarter. Deliveries of the F-150 Lightning dropped to 5,842 units, while E-Transit van sales fell sharply to just 418 units. Mustang Mach-E sales were also down nearly 20%, totaling 10,178 vehicles. Ford’s total EV sales for the first half of 2025 reached 38,988, a nearly 12% decline compared to the same period in 2024, despite higher overall vehicle sales and a promotional push through employee pricing programs.
The broader U.S. EV market has slowed in recent months as higher interest rates and policy uncertainty, including proposed changes to federal incentives and automotive tariffs under the Trump administration, have tempered consumer demand. Other automakers such as Hyundai and Kia also reported declines in EV sales, including double-digit drops for models like the Ioniq 5, Ioniq 6, EV6, and EV9.
