Ford EV sales increased 30 percent to 30,612 deliveries during the third quarter of 2025 in the United States.
As a reminder, FoMoCo's battery-electric models currently on sale are:
Sales of the Mustang Mach-E jumped 51 percent to 20,177 units year-over-year. The F-150 Lightning saw sales grow 40 percent to 10,005 deliveries, while the E-Transit posted an 85 percent drop, moving only 430 units.
| MODEL | Q3 25 / Q3 24 | Q3 25 | Q3 24 | Q3 25 SHARE | Q3 24 SHARE | YTD 25 / YTD 24 | YTD 25 | YTD 24 |
|---|---|---|---|---|---|---|---|---|
| FORD MUSTANG MACH-E | +50.66% | 20,177 | 13,392 | 66% | 57% | +17.78% | 41,962 | 35,626 |
| FORD F-150 LIGHTNING | +39.70% | 10,005 | 7,162 | 33% | 30% | +1.00% | 23,034 | 22,807 |
| FORD E-TRANSIT | -85.45% | 430 | 2,955 | 1% | 13% | -50.26% | 4,604 | 9,256 |
| TOTAL | +30.21% | 30,612 | 23,509 | +2.82% | 69,600 | 67,689 |
The Mustang Mach-E accounted for the overwhelming majority - 66 percent, to be exact - of Ford EV sales during the quarter, outselling its stablemates combined. The F-150 Lightning followed at 33 percent, and the E-Transit accounted for just one percent.
Ford EV sales were much healthier during Q3 2025 than during the previous quarter, up a staggering 86 percent, while increasing 30 percent on a year-to-date basis. The Mustang Mach-E and F-150 Lightning were responsible for much of the growth, though the crossover outsold the truck two-to-one. Sales of the E-Transit tanked.
Sales for the Ford Motor Company overall were up 12 percent during the month of September, meaning that EV sales grew at a faster rate than FoMoCo as a whole. Additionally, EVs accounted for seven percent of all deliveries, while hybrids, which include plug-in hybrid electric vehicles (PHEVs), made up 11 percent. That means electrified models were responsible for 18 percent of all sales.
Ford's Crosstown rival, General Motors, sold more than twice as many battery-electric vehicles during Q3 2025 - 66,501, to be exact. However, GM markets ten models to FoMoCo's three. However, that means Ford's performance of each EV is more impressive since it moved nearly half as many units with less than a third as many models (and really just two since the Mustang Mach-E and F-150 Lightning accounted for 99 percent of sales this quarter).
This past summer, Chevy surpassed Ford in EV sales, which is not surprising since since FoMoCo presently has a much smaller lineup of BEVs. However, Ford has many offerings with hybrid and PHEV drivetrains, while GM currently sells neither in the U.S. market.
Demand for EVs is down, and is expected to wane even more with the $7,500 U.S. EV tax credit having expired at the end of Q3. Ford and rivals are taking steps in response.
California, the state for battery-electric vehicles, won’t reinstate EV purchase rebates after all, deciding against stepping in to make up for the ending federal EV tax credit. The Golden State represents the largest auto market in the U.S., and accounts for roughly 27 percent of national EV sales.
Regarding competitors, the Honda Prologue and Acura ZDX, the ZDX is being scrapped after just one model year - unheard of for most any nameplate. Both the Prologue and ZDX ride on GM's BEV3 platform and are built by GM.
Stellantis just canceled its Ram 1500 fully electric pickup even before the truck made it to market. The automaker also axed the Dodge Charger Daytona variant with the 800-volt SRT Banshee powertrain, while the base-model Charger Daytona R/T EV has been discontinued for the 2026 model year. Additionally, the Jeep Gladiator is not getting a PHEV powertrain after all.
But the biggest news might be that Tesla's EV market share dropped to its lowest level since 2017.
Specifically regarding FoMoCo's future, CEO Jim Farley expects EV sales to be cut in half for the company. In fact, The Blue Oval’s EV market share has already significantly declined since 2022, at about 13.5 percent to Chevy’s 26 percent in Q2 2025.
Nevertheless, just this past summer, Ford revealed a universal EV architecture (see more about the CE1 platform) for developing a host of electrified vehicles down the road. It's a new, low-cost architecture that can underpin up to eight body styles. The first fruits of that will be a midsize pickup launching in 2027 that’s set to be "super affordable," according to Farley, followed by a crossover a year later. The next-generation EV platform could even incorporate extended-range electric vehicle (EREV) tech.
The upcoming "midsize" EV pickup will actually be closer in size to the compact Ford Maverick than the midsize Ford Ranger, and will be rear-wheel-drive - at least initially. Farley compared the future small truck to the Ford Mustang EcoBoost in regard to speed, and a Toyota RAV4 in terms of passenger space.
Before that announcement, a full-size Ford EV pickup follow-on to the F-150 Lightning, codenamed Project T3, was pushed back to 2028 along with a new full-size EV van in answer to the current E-Transit.
Additionally, the cancelation of FoMoco's two planned all-electric three-row crossovers cost the company $400 million in H1 2025. Furthermore, Farley rejected an all-EV lineup for its luxury division, Lincoln, even while crosstown rival Cadillac continues moving in that direction.
But with Ford currently having just three battery-electric models that mostly hold their own, any future EVs The Blue Oval does market could do surprisingly well - especially if they truly are affordable.
And wound up hitting a concrete pole.
Another potentially useful idea.
Adding to its tally in that regard.
The firm is maintaining its hold rating, however.
As Japan mulls the purchase of 100 F-150 pickups.
It results in billions of pounds of pensions being transferred.
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This is what happens when you mandate EVs and not legislate EVs. The next president can do away with the mandates and an entire market collapses.
You are such an idiot, judt like trump! EV sales will increase doon Just wait.
I doubt it. Nice of you to call someone names. Enjoy your BEV while others their ICE. Fee market will decide the winners and losers.