Ford's U.S. electric vehicle sales experienced a 31% decline in the second quarter of 2025, primarily due to falling demand for E-Transit vans and the F-150 Lightning. Year-to-date sales reached only 38,988 units, marking a nearly 12% decrease from the prior year. Declining EV sales coincide with increased hybrid vehicle sales, which grew more than 23%. The sales challenge is compounded by proposed federal tax incentive cuts by the Trump administration. Other manufacturers, including Hyundai and Kia, also faced significant declines in electric vehicle sales during the same period.
Ford's U.S. electric vehicle sales dropped 31% in Q2 2025, influenced by decreasing demand for E-Transit vans and F-150 Lightning, while hybrid sales increased 23%.
By mid-2025, Ford had sold only 38,988 electric vehicles, down nearly 12% from the previous year, despite overall sales growth prompted by employee pricing promotions.
Federal tax incentive threats from the Trump administration are creating challenges for EV sales in the U.S., impacting even successful brands like Hyundai and Kia.
Ford experienced a nearly 20% decline in Mustang Mach-E sales in Q2, selling only 10,178 units; a significant drop also occurred in F-150 Lightning sales, down 26%.
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