Ford EV sales fall 31% while hybrids rise

Ford experienced a significant 31% decline in U.S. electric vehicle (EV) sales in the first half of 2025, driven primarily by a sharp drop in E-Transit van sales and waning demand for the F-150 Lightning. Specifically, Ford sold just 38,988 EVs by mid-year, marking a nearly 12% decrease compared to the same period in 2024. The Mustang Mach-E also saw a nearly 20% year-over-year sales decline in the second quarter, while F-150 Lightning sales fell by 26%. The E-Transit van sales plunged from 3,410 units in Q2 2024 to only 418 in Q2 2025, attributed to larger fleet orders occurring earlier in the year. Despite these EV setbacks, Ford's overall sales increased, partly due to automotive tariffs that initially boosted demand as buyers anticipated price hikes. Conversely, Ford's hybrid vehicle sales surged by more than 23% compared to the previous