General Motors just slammed the gas on EV sales with a huge Q2 surge. They sold 4,508 electric Hummer trucks and SUVs in the U.S., nearly matching Ford’s F-150 Lightning despite a massive price gap.
GM’s EV quarter blew up with 17,420 electric Equinox SUVs, 3,056 Silverado pickups, 6,549 Blazer EVs, 1,810 Escalade IQs, and 1,524 electric GMC Sierras. Their commercial EV arm, BrightDrop, also boosted numbers with 1,318 electric van sales, up from 490 last year.
Overall, GM’s EV sales jumped 111% year-over-year, even while retiring the Bolt EV and EUV. New model launches powered the spike. 
Meanwhile, Ford is slipping. Its U.S. EV sales fell 31% in Q2. Mustang Mach-E sales dropped nearly 20% to 10,178 units. F-150 Lightning sales fell 26% to just 5,842. E-Transit vans collapsed from 3,410 to 418. Ford blamed E-Transit numbers on early fleet deals in Q1.
Halfway through 2025, Ford’s EV sales are down nearly 12% compared to last year, despite an aggressive employee discount push.
EV sales overall are under pressure. The Trump administration’s threat to pull federal EV tax breaks is looming. Hyundai reported 12% and 8% drops in Ioniq 5 and Ioniq 6 sales. Kia saw even sharper declines in its EV9 and EV6 models. Tesla reportedly will post weak Q2 sales on Wednesday.
Ford’s EV lineup is aging. Mustang Mach-E hit in late 2020. F-150 Lightning arrived mid-2022. A new, cheaper EV truck is planned but won’t launch till 2027.
This is a rough patch for U.S. EV growth — but GM is accelerating while rivals are falling behind.
Update: This story and headline now include GM’s official sales data.
