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Ford E-Transit Sales Still Dominate Growing Electric Van Segment During Q4 2023

Ford E-Transit sales increased in the United States and Mexico during the fourth quarter of 2023.

Ford E-Transit Sales - Q4 2023 - United States

In the United States, Ford E-Transit deliveries totaled 2,143 units in Q4 2023, an increase of about 1 percent compared to 2,113 units sold in Q4 2022.

During the complete 2023 calendar year, E-Transit sales increased about 18 percent to 7,672 units.
MODEL Q4 2023 / Q4 2022 Q4 2023 Q4 2022YTD 2023 / YTD 2022 YTD 2023 YTD 2022
E-TRANSIT +1.42% 2,143 2,113 +18.03% 7,672 6,500

Ford E-Transit Sales - Q4 2023 - Mexico

In Mexico, Ford E-Transit deliveries totaled 306 units in Q4 2023, an increase of about 244 percent compared to 89 units sold in Q4 2022.

During the complete 2023 calendar year, E-Transit sales increased about 188 percent to 958 units.
MODEL Q4 2023 / Q4 2022 Q4 2023 Q4 2022YTD 2023 / YTD 2022 YTD 2023 YTD 2022
E-TRANSIT +243.82% 306 89 +187.69% 958 333

The Ford E-Transit all-electric full-size cargo van continues to lead a growing segment as competitors add new models.

Competitive Sales Comparison (USA)

Ford E-Transit sales kept it at the top of a small but growing segment during Q4 2023, with just a 1.42 percent rise to 2,143 units.

Next were the two entries from Rivian, the EDV/Delivery 700 and EDV/Delivery 500, which posted 1,300 and 200 deliveries, respectively.

These were followed by the two BrightDrop models, the Zevo 600 and Zevo 400, with 150 and 14 units sales, respectively.

Sales Numbers - Full-Size Electric Vans - Q4 2023 - USA

MODEL Q4 23 / Q4 22 Q4 23 Q4 22 Q4 23 SHARE Q4 22 SHARE YTD 23 / YTD 22 YTD 23 YTD 22
FORD E-TRANSIT +1.42% 2,143 2,113 56% 62% +18.03% 7,672 6,500
RIVIAN EDV 700 0.00% 1,300 1,300 34% 38% +123.10% 6,693 3,000
RIVIAN EDV 500 * 200 * 5% 0% * 960 0
ZEVO 600 * 150 * 4% 0% * 483 0
ZEVO 400 * 14 * 0% 0% * 14 0
TOTAL +11.54% 3,807 3,413 +66.55% 15,822 9,500

In terms of segment share, Ford E-Transit sales commanded a 56 percent share, while the EDV/Delivery 700 grabbed a 34 percent segment share. Meanwhile, the EDV/Delivery 500 posted a five percent share and the Zevo 600 held a four percent share. The Zevo 400 registered no share.

FoMoCo currently has three EVs on sale, with the Ford E-Transit cargo van joined by the F-150 Lightning full-size pickup truck and Ford Mustang Mach-E crossover. F-150 Lightning and Mustang Mach-E sales were nearly equal during Q4 2023 at about 12K deliveries each, while the E-Transit move 2,143 units.

Sales Numbers - Ford EVs - Q4 2023 - USA

MODEL Q4 23 / Q4 22 Q4 23 Q4 22 Q4 23 SHARE Q4 22 SHARE YTD 23 / YTD 22 YTD 23 YTD 22
FORD F-150 LIGHTNING +73.62% 11,905 6,857 46% 34% +54.74% 24,165 15,617
FORD MUSTANG MACH-E +4.57% 11,889 11,369 46% 56% +3.33% 40,771 39,458
FORD E-TRANSIT +1.42% 2,143 2,113 8% 10% +18.03% 7,672 6,500
TOTAL +27.52% 25,937 20,339 +17.92% 72,608 61,575

Overall, the full-size electric van segment grew 12 percent to 3,807 units during Q4 2023, meaning that E-Transit sales underperformed the segment average.

The Ford Authority Take

Sales performance of the Ford E-Transit during the fourth quarter of 2023, while slight, finished out the year on top as competitors add more models.

To that end, Rivian has opened up sales of its EDV models to other customers, marketed as the Delivery 500 and Delivery 700, as its exclusive agreement with Amazon ends. That means the Ford E-Transit will compete with Rivian vans on a broader scale.

Furthermore, recently the 2024 Ram ProMaster EV debuted as an all-new Ford E-Transit rival.

For its part, The Blue Oval is already working on a second-generation Ford E-Transit, which may be built in Ohio.

About Ford E-Transit

When the all-electric Ford E-Transit van arrived on scene in early 2022, its success caught The Blue Oval by surprise, with it racing up to catch up with demand. Since then, the E-Transit is now among the most popular fleet EVs.

This past November, the Ford E-Transit won the Parkers 2024 Best Electric Van award. Then in December, the E-Transit 350 won Vincentric’s 2024 Best CPO (Certified Pre-Owned) Value in America Awards in the Large Cargo Van category.

  • All percent change figures compared to Ford E-Transit sales for Q4 2022, unless noted otherwise
  • In the United States, there were 78 selling days for Q4 2023 and 78 selling days for Q4 2022
  • Sales numbers for the Mercedes-Benz eSprinter van are not available, since the Mercedes-Benz Vans division does not break out sales by model. Requests to provide the sales data have been continuously declined.

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