Ford offers a modest lineup of electric vehicles, offering the Ford Mustang Mach-E, Ford F-150 Lightning, and the Ford E-Transit van. To that end, Ford EV sales surged by 12 percent in Q1 2025, but that momentum wasn’t enough to nab the top spot. Ultimately, the Blue Oval missed out on being the America’s top-selling EV brand, ceding the title to its age-old crosstown rival, Chevy, in May.
General Motors typically refrains from posting sales numbers – something that Ford does on the regular – but it was so proud that it dethroned The Blue Oval that it couldn’t help but brag last month. As reported by our sister publication, GM Authority, GM reported 37,000 Chevy EV sales in the U.S. during the 2025 calendar year through May. During the same time period, Ford EV sales totaled 34,000 units, meaning that Chevy is now the fastest-growing EV brand in the U.S.
May 2025 marked GM’s second-best EV sales month ever, with the automaker claiming a 15.5 percent share of the EV market in early Q2, which is more than double its share during the same period in 2024.
As a reminder, Chevy’s EV portfolio consists of the Chevy Blazer EV, the Chevy Silverado EV, the Chevy Equinox EV, and the electric BrightDrop van. The Mustang Mach-E competes directly with both the Blazer EV and Equinox EV, while the F-150 Lightning takes on the Silverado EV. The BrightDrop van, meanwhile, competes with the E-Transit.
For reference, last month, Mustang Mach-E sales closed at 4,724 units, up 11.02 percent. F-150 Lightning sales slid 41.66 percent to 1,902 units, while the E-Transit finished May with a 93.31 precent drop to 97 units. Combined, total EV combined for 6,723 units, down 25.0 percent year-over-year.
Overall, Ford sales increased 16 percent to 220,959 units during May 2025 in the U.S. Though EV sales were down, hybrid vehicle sales picked up the slack, accounting for 6,723 sales, up 28.9 percent. Internal combustion engine (ICE) vehicles remain king, as sales were up 17 percent to 191,517 units last month.
Comment
EV sales are nothing more than a drop in the bucket. They are a niche vehicle and never will be more than that in the United States. Development costs are better directed elsewhere