- Ford’s general Might gross sales rose 15.2 p.c regardless of a significant drop in EV deliveries.
- EV gross sales fell 25 p.c in Might alone, dragging Ford’s electrified progress down.
- Lincoln gross sales jumped 39 p.c with Navigator surging 133 p.c yr over yr.
We’re approaching the midway level of the yr, and issues have already been wild. Tariffs, each those in impact and people merely looming, have modified the automotive trade, rules are altering, and automakers are attempting to maintain up.
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For its half, Ford has managed to have a constructive yr up to now. Gross sales throughout the Ford and Lincoln manufacturers are up 6.1 p.c within the USA. On the identical time, its EV enterprise simply took an enormous hit in the course of the month of Might.
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It was solely a few months in the past that Ford’s EV gross sales seemed like they had been sliding, however not by an excessive amount of. After April, they had been down 2.9 p.c yr over yr. That, although, appeared prefer it may very well be an aberration since gross sales in April alone had been down 39.4 p.c. With this new gross sales knowledge in hand, it appears clear that consumers are flocking away from EVs and towards hybrids and gas-powered automobiles.
Ford doesn’t break up gross sales figures for its hybrid Lincoln merchandise, however as a gaggle, hybrids had been up 28.9 p.c in Might. They outperformed each different propulsion sort by a minimum of ten foundation factors or extra. Inner combustion automobiles got here in second with a 17.2 p.c bump over final yr’s gross sales. Electrical automobiles had been down a whopping 25 p.c. Because of the heavy quantity of hybrid and inner combustion gross sales, the group was finally up 16.3 p.c in Might.
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Digging just a little deeper into the info offers additional insights. For instance, the Mustang Mach-E continues to be successful amongst shoppers regardless of the EV downturn for Ford. It was up 11 p.c in Might and continues to be up 2.8 p.c yr over yr. That’s a giant rebound after it was down 40.2 p.c in April. The large points for Ford’s EV enterprise appear to be the work automobiles.
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The F-150 Lightning was down 41.7 p.c in Might and is down 17.3 p.c yr over yr. The E-Transit noticed a gross sales drop in Might of 93.3 p.c and is down 24.8 p.c for the yr. It seems that consumers are leaning into the center floor greater than ever at Ford. The automaker’s hybrid enterprise is up 31.2 p.c this yr.
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Incentives seemingly helped increase Might’s general outcomes, with worker pricing gives and client considerations about incoming tariffs giving consumers additional motivation. A number of fashions posted standout beneficial properties. The Bronco surged 51.1 p.c yr over yr in Might and is now up 46.5 p.c for 2025. The Ranger additionally turned in a powerful efficiency, rising 34.4 p.c for the month and leaping 157.9 p.c for the yr.
On the flip aspect, the Mustang, regardless of having the ICE muscle automobile phase to itself, continues its downward pattern, slipping 3.2% in Might and falling 18% because the begin of the yr.
Lincoln had a strong month as effectively, climbing 39 p.c in Might and 13 p.c for the yr up to now. The Navigator was a key driver of that development, rocketing 133 p.c in Might and up 75.5 p.c yr up to now.
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