Ford’s EV Sales In The US Crashed 40% Last Month

Ford is investing tens of billions of dollars into electric vehicles and while the EV market is growing, the Dearborn automaker’s sales have actually dropped. If it wants to out-sell rivals like GM and Hyundai-Kia, never mind threaten Tesla’s dominance, it had better work out a way to increase local EV sales – and fast.

A look at Ford’s most recent sales results does not paint a pretty picture for the automaker. In April, Ford managed to sell 4,859 EVs across the country. This represents a massive 39.4% decline from the 8,014 units it sold in April last year. Ford’s total EV sales for the first four months of 2025 are also down 2.9% from last year, with 27,409 units finding new homes.

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A dramatic drop in demand for the Mustang Mach-E is the main reason why Ford’s sales collapsed last month. In April, 2,927 Mustang Mach-Es were sold, representing a 40.2% decline from the 4,893 sold in April 2024. Interestingly, sales are up by 0.4% year to date with 14,534 sales.

Sales of the F-150 Lightning have also dropped. In April 2024, Ford shifted 2,090 units, but this year, just 1,740. Year-to-date sales are also down 9.2% to 8,927. The E-Transits also had a very bad month with just 192 sales, a plunge of 81.5%.

Unlike EVs, Ford’s hybrids are performing better. In April, its sold 23,331 examples, up 29.6%, while year-to-date that number rose by 31.9% to 74,404 units.

With the exception of EVs, Ford’s overall sales are up through the first four months of the year, despite the turmoil that the whole industry is facing since the introduction of Trump’s tariffs. Year-to-date, Ford has sold 709,966 vehicles in the US, or 3.2% more than the 687,671 it delivered in 2024.