Ford is seeing a steep drop in electric vehicle sales in the U.S. for Q2 2025. EV sales tumbled 31%, dragged down by plummeting E-Transit van numbers and a fading F-150 Lightning. Meanwhile, hybrid sales shot up more than 23% compared to last year.
Halfway through 2025, Ford sold just 38,988 EVs—about 12% fewer than the same time in 2024. Overall sales are up, helped by aggressive employee discounts fighting back against tariffs. But EV momentum is sliding.
The Trump administration’s threat to cut federal EV tax incentives is hitting the market hard. Even Hyundai’s popular Ioniq 5 and Ioniq 6 saw sales drops of 12% and 8%. Kia’s EV9 and EV6 sales dropped even further. Tesla is set to report disappointing Q2 numbers soon. 
Ford’s Mustang Mach-E sales fell nearly 20% year-over-year to 10,178 units in Q2. F-150 Lightning sales plunged 26% to just 5,842. The E-Transit vans collapsed from 3,410 to a mere 418 units.
The company told TechCrunch that E-Transit sales slid because major fleet orders shipped in Q1 instead. The Mustang Mach-E launched in late 2020, F-150 Lightning in mid-2022. Ford is working on cheaper EVs but isn’t expected to launch a small truck until 2027.
President Trump’s tariff threats initially spiked sales as buyers rushed to avoid price hikes. That spike has now faded. Ford’s EV sales are struggling while hybrids climb.
The full Q2 2025 sales report is available here.
