Ford Motor reported a 31.4% year-over-year drop in U.S. electric vehicle (EV) sales in the second quarter of 2025, delivering 16,438 units compared to 23,957 during the same period last year.
The decline affected all three of Ford’s EV models and comes amid a model-year changeover and a recall that halted sales of its best-selling electric SUV.
A Ford spokesperson said the drop was due to both the transition to the 2025 model year and a stop-sale order for the Mustang Mach-E. The recall, which affects nearly 200,000 vehicles in the U.S., involves a software issue that could prevent doors from opening or closing properly. Ford expects a software fix to roll out in the third quarter and is gradually releasing Mach-E inventory as the issue is addressed.
In Q2, Ford sold 10,178 units of the Mustang Mach-E, down 19.5% year-over-year. Sales of the F-150 Lightning pickup declined 26% to 5,842 units, while the E-Transit commercial van dropped 87.7% to just 418 units. Ford said it anticipates inventory flow will improve through July as the recall situation is resolved.
The sharp decline stands in contrast to rival General Motors, which reported Q2 EV sales of 46,280 vehicles—an increase of 111%—across its Chevrolet, GMC, and Cadillac brands. Ford plans to rebound by launching a new, more affordable EV platform starting in 2027, led by a midsize electric pickup aimed at volume growth in the mass market.
Source: Electek