Ford F-150 Lightning sales jumped 104 percent to 7,162 units during Q3 2024, slipping to third place from the previous quarter among six entries in the full-size mainstream electric pickup truck segment when ranked by sales volume.
The Rivian R1T moved to the top of the charts with a 43 percent jump to 11,700 units, followed by the Tesla Cybertruck in second with 7,500 deliveries. Note that sales of both the R1T and Cybertruck are estimates from analysts, as neither Rivian nor Tesla break out the figures on a model line basis.
The F-150 Lightning (see running Ford F-150 Lightning sales), the oldest vehicle in this space, followed in third. The GMC Hummer EV Pickup (see running GMC Hummer EV Pickup sales), which includes sales of the Hummer EV SUV variant, took fourth place with 4,305 deliveries. Rounding out the list were the all-electric Chevy Silverado EV (see running Chevy Silverado EV sales) moving 1,995 units, and the all-new GMC Sierra EV (see running GMC Sierra EV sales) joining its corporate sibling this quarter for 387 deliveries.
Sales Numbers - Electric Pickup Trucks - Q3 2024 - USA
| MODEL | Q3 24 / Q3 23 | Q3 24 | Q3 23 | Q3 24 SHARE | Q3 23 SHARE | YTD 24 / YTD 23 | YTD 24 | YTD 23 |
|---|---|---|---|---|---|---|---|---|
| RIVIAN R1T | +42.68% | 11,700 | 8,200 | 35% | 65% | +1.88% | 16,312 | 16,011 |
| TESLA CYBERTRUCK | * | 7,500 | * | 23% | 0% | * | 16,000 | 0 |
| FORD F-150 LIGHTNING | +104.45% | 7,162 | 3,503 | 22% | 28% | +86.03% | 22,807 | 12,260 |
| GMC HUMMER EV PICKUP | +392.57% | 4,305 | 874 | 13% | 7% | +864.46% | 8,902 | 923 |
| CHEVROLET SILVERADO EV | +10,983.33% | 1,995 | 18 | 6% | 0% | +29,077.78% | 5,252 | 18 |
| GMC SIERRA EV | * | 387 | * | 1% | 0% | * | 387 | 0 |
| TOTAL | +162.40% | 33,049 | 12,595 | +138.46% | 69,660 | 29,212 |
In terms of segment share, the R1T earned a 35 percent share, the Cybertruck held a 23 percent share, and the F-150 Lightning earned a 22 percent share. The Hummer EV Pickup held a 13 percent segment share, the Silverado EV took six percent, and the Sierra EV had a one percent share.
FoMoCo currently fields three battery electric vehicles in the United States, including the F-150 Lightning, Ford Mustang Mach-E and Ford E-Transit. These combined for 23,509 deliveries during Q3 2024. The Mustang Mach-E outsold the F-150 Lightning with 13,392 deliveries, while the E-Transit moved 2,955 units.
Sales Numbers - Ford EVs - Q3 2024 - USA
| MODEL | Q3 24 / Q3 23 | Q3 24 | Q3 23 | Q3 24 SHARE | Q3 23 SHARE | YTD 24 / YTD 23 | YTD 24 | YTD 23 |
|---|---|---|---|---|---|---|---|---|
| FORD MUSTANG MACH-E | -9.77% | 13,392 | 14,842 | 57% | 71% | +23.35% | 35,626 | 28,882 |
| FORD F-150 LIGHTNING | +104.45% | 7,162 | 3,503 | 30% | 17% | +86.03% | 22,807 | 12,260 |
| FORD E-TRANSIT | +12.92% | 2,955 | 2,617 | 13% | 12% | +67.41% | 9,256 | 5,529 |
| TOTAL | +12.15% | 23,509 | 20,962 | +45.03% | 67,689 | 46,671 |
By comparison, the three all-electric pickup trucks currently fielded by FoMoCo’s crosstown rival, GM posted a cumulative 6,687 deliveries, just around 400 units shy of the Lightning.
Sales Numbers - GM Full-Size Mainstream Electric Pickup Trucks - Q3 2024 - USA
| MODEL | Q3 24 / Q3 23 | Q3 24 | Q3 23 | Q3 24 SHARE | Q3 23 SHARE | YTD 24 / YTD 23 | YTD 24 | YTD 23 |
|---|---|---|---|---|---|---|---|---|
| GMC HUMMER EV PICKUP | +392.57% | 4,305 | 874 | 64% | 98% | +864.46% | 8,902 | 923 |
| CHEVROLET SILVERADO EV | +10,983.33% | 1,995 | 18 | 30% | 2% | +29,077.78% | 5,252 | 18 |
| GMC SIERRA EV | * | 387 | * | 6% | 0% | * | 387 | 0 |
| TOTAL | +649.67% | 6,687 | 892 | +1,445.27% | 14,541 | 941 |
The battery electric pickup truck segment expanded 162 percent to 33,049 units, meaning Ford F-150 Lightning sales underperformed the segment average.
The Ford Authority Take
Though Ford F-150 Lightning sales were in the green this quarter, this was also the case for most every other EV truck here. The Blue Oval’s pickup fell to third place in the rankings after leading this nascent but growing space at the beginning of the year. During that same period, the Tesla Cybertruck launched to steal the show the following quarter, and the Rivian R1T gained traction to now command the top spot, just as the GMC Sierra EV enters the fray and Chevy launches more affordable versions of its Silverado EV.
The Blue Oval recently hit the pause button on F-150 Lightning production, as the Ford Rouge Electric Vehicle Center will be idled from November and into the new year amid slower-than-expected demand. In fact, things have cooled so much for the all-electric pickup that the 2024 Ford F-150 Lightning program will now pay dealers to use Retail Replenishment Centers (RRC) to help move inventory.
About Ford F-150 Lightning
The Ford F-150 Lightning is the battery electric version of the best-selling F-150 full-size pickup truck. For the 2024 model year, the Ford F-150 Lightning drops two configurations, while adding a new Flash trim level to be positioned above the XLT trim as an option that bundles tech upgrades and the extended range battery at a more reasonable price. On the other end of the spectrum, The Blue Oval debuted the Platinum Black trim for the F-150 Lightning, becoming the first production Ford truck to feature a matte wrap.
The 2024 F-150 Lightning also gains ActiveX seating for the Lariat trim, and the entire 2024 lineup gets a heat pump as standard equpment, while dropping Active Park Assist 2.0.
At the beginning of the year, the Ford F-150 Lightning Switchgear debuted as a new demonstrator of a performance off-roading EV pickup that channels the spirit of the Raptor.
Ford F-150 Lightning Switchgear
About The Numbers
- All percent change figures compared to Ford F-150 Lightning sales in Q3 2023, unless otherwise noted
- In the United States, there were 76 selling days for Q3 2024 and 78 selling days for Q3 2023
Comments
But Lightning is the only non-monoblock and commercially focused, and its sales are much more guaranteed to be maintained!
Will Ford follow the same path as its rivals in the next generation by offering only unibody? I think it would be a differentiator for her to offer both solutions, as each one is focused and does not offer what the other can offer vocationally!
Or you could leave the unibody to Lincoln, focusing on ride comfort and luxury, leaving the commercial to Lightning!
An F150 Lightning with 600 to 700 miles range (even in cold weather), fast charging (80% in 15-20 minutes) and a 6 1/2 foot bed would interest me greatly. That would take care of occasional trips across Missouri to see my kids and whatever else I would normally do with it. Towing would take a hit but I don’t do much of that anymore.
It’s time for the f250, f350 and more BEVs! Politicians don’t keep Ford going, customers do, so give them the electric vehicles they need.