Ford’s electric vehicle sales in the U.S. fell sharply by 31% during the second quarter of 2025, as demand for once-popular models like the F-150 Lightning and the E-Transit van began to falter. In contrast, hybrid vehicle sales for the company surged by more than 23%, showing a growing preference from consumers towards vehicles that combine gas and electric capability.
Through the first half of the year, Ford has sold just 38,988 EVs, marking a nearly 12% decrease compared to the same period in 2024. This slump occurred despite overall strong vehicle sales boosted in part by aggressive promotions, such as employee pricing offers, intended to mitigate the impact of tariffs on the automotive sector.
Ford’s downturn mirrors broader market struggles for electric vehicles. A challenging regulatory environment under President Trump’s administration—specifically, his push to rescind federal tax incentives and subsidies for EV purchases—has dampened once-robust consumer interest across the industry. Hyundai, for instance, reported declining sales for its popular EV models, the Ioniq 5 and Ioniq 6, down 12% and 8% respectively. Kia saw even steeper declines in sales of its electric vehicles, the EV9 and EV6.
Within Ford’s lineup, the Mustang Mach-E witnessed a troubling 20% year-over-year sales drop, selling only 10,178 units during the quarter. The flagship electric truck, the F-150 Lightning, performed worse, falling 26% to just 5,842 sales. Most dramatic was the collapse in demand for the E-Transit van, plummeting from 3,410 sales in Q2 of 2024 to a mere 418 this year. Ford attributed this significant reduction to fleet buyers placing larger orders earlier in the year.
Initially, the threat of tariffs from the Trump administration caused a temporary sales surge, as customers rushed to purchase vehicles ahead of expected price increases. However, this momentum has since dwindled, particularly affecting Ford’s EV lineup, which is starting to age. The Mustang Mach-E has been on the market since late 2020, and the F-150 Lightning launched in mid-2022. Ford is currently developing new, lower-cost electric models, starting with a compact electric truck, but these vehicles won’t hit the market until 2027.
