Ford Motor Company reported 6,723 electric vehicle (EV) sales in May 2025, marking a 25% year-over-year decline from the 8,966 EVs sold in May 2024. This drop in Ford EV sales stands out, especially as total U.S. vehicle sales rose 16.3% during the same period. The data suggests that internal combustion and hybrid models continue to attract more buyers, while Ford’s fully electric lineup faces ongoing headwinds.

The F-150 Lightning experienced the steepest drop, with sales down 41.7% from the previous May. Ford sold only 1,902 units of the electric pickup. The E-Transit van followed with a dramatic 93.3% plunge, dropping from 1,451 units sold last May to just 97 this year. Both vehicles serve as key pieces of Ford’s commercial EV strategy, so their poor performance may indicate broader challenges in fleet electrification.

Mustang Mach-E Leads in EV Sales Growth

While overall Ford EV sales declined, the Mustang Mach-E showed growth. The electric crossover posted an 11% year-over-year increase, with 4,724 units sold in May. This gain, however, wasn’t enough to offset the downturn caused by the Lightning and E-Transit.

Still, the Mach-E’s improvement shows that EV performance varies significantly by segment. Consumers may favor electric crossovers more than pickups or commercial vans, at least in the current market conditions.

Hybrids Power Electrified Vehicle Momentum

Ford’s total EV sales reached 34,132 units through May, down 8.3% compared to the same period in 2024. In contrast, hybrid vehicles continue to perform well. Ford sold 22,719 hybrids in May, a nearly 29% increase year-over-year.

This trend has lifted Ford’s total electrified vehicle sales. That includes both hybrids and EVs, by 10.7% for the month and 18% year-to-date.