Ford EV Sales Drop In USA, But Not As Bad As I Expected
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Ford has had the most dramatic pullback in its electric vehicle plans, ambitions, and investments this year in response to US policy on electric vehicle changing under Republicans. We have written all about that, but if you missed it, head here, here, here, and here. With that context behind us, I was expecting Ford’s electric vehicle sales to get nearly obliterated in the 4th quarter, something like Nissan saw and Chevrolet saw.
Somewhat happily, though, Ford did alright. It didn’t do good, like Cadillac, but it had moderate EV sales bleed, like Kia and Volkswagen. I saw somewhat happily because, let’s be frank, the results aren’t good. They just aren’t terrible. Here’s what we got from Ford’s EVs in the 4th quarter:
- Ford Mustang Mach-E: Down 40.1% from 16,119 in Q4 2024 to 9,658 in Q4 2025
- Ford F-150 Lightning: Down 60.1% from 10,703 in Q4 2024 to 4,273 in Q4 2025
- Ford E-Transit: Down 82.6% from 3,354 in Q4 2024 to 582 in Q4 2025.
The most hopeful thing there is seeing that the Mustang Mach-E — Ford’s main, top selling EV — declined “only” 40%.
Looking across the full year, the results were as follows:
- Ford Mustang Mach-E: Down 0.2% from 51,745 in 2024 to 51,620 in 2025
- Ford F-150 Lightning: Down 18.5% from 33,510 in 2024 to 27,307 in 2025
- Ford E-Transit: Down 58.9% from 12,610 in 2024 to 5,186 in 2025.
So, across the full year, again, the Ford Mustang Mach-E is the bright spot, because its sales basically stayed exactly the same. The Lightning crashed quite a bit, and the E-Transit collapsed.
What can we expect from Ford EVs in 2026? I’m afraid we could see another sales drop, but I’m slightly hopeful we could get a bit of a bounce, a slight one.
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