Ford’s EV Gross sales Crashed As Patrons Flock To Hybrids And Fuel Vehicles


Ford’s EV Gross sales Crashed As Patrons Flock To Hybrids And Fuel Vehicles
  • 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.

FORD AND LINCOLN SALES
Propulsion Kind Might-25 Might-24 Diff. YTD-25 YTD-24 Diff.
Whole Electrified Autos 29,442 26,597 10.7% 131,255 111,257 18.0%
Electrical Autos 6,723 8,966 -25.0% 34,132 37,208 -8.3%
Hybrid Autos 22,719 17,631 28.9% 97123 74,049 31.2%
Inner Combustion 191,517 163,417 17.2% 799,670 766,428 4.3%
Whole automobiles 220959 190,014 16.3% 930,925 877685 6.1%

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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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FORD US SALES
Mannequin Might-25 Might-24 Diff. YTD-25 YTD-24 Diff.
Bronco Sport 14,472 9,933 45.7% 59,721 49,175 21.4%
Escape 17,395 14,076 23.6% 67,655 63,006 7.4%
Bronco 14,629 9,679 51.1% 61,624 42,061 46.5%
Mustang Mach-E 4,724 4,255 11.0% 19,258 18,737 2.8%
Edge 0 4,808 -100.0% 3,040 47,823 -93.6%
Explorer 20,504 16,728 22.6% 88,807 94,487 -6.0%
Expedition 11,298 7,892 43.2% 35,896 37,335 -3.9%
Ford SUVs 83,022 67,371 23.2% 336,001 352,624 -4.7%
F-Collection 79,817 69,467 14.9% 342,971 286,978 19.5%
F-150 Lightning 1,902 3,260 -41.7% 10,829 13,093 -17.3%
Ranger 6,319 4,703 34.4% 28,238 10,948 157.9%
Maverick 15,508 13,616 13.9% 73,706 64,754 13.8%
E-Collection 3,379 3,572 -5.4% 16,757 16,904 -0.9%
Transit 15,219 15,862 -4.1% 62,139 68,164 -8.8%
E-Transit 97 1,451 -93.3% 4,045 5,378 -24.8%
Transit Join 0 847 -100.0% 0 6,925 -100.0%
Heavy Vehicles 1,112 1,076 3.3% 4,885 5,333 -8.4%
Ford Vehicles 121,354 109,143 11.2% 528,696 460,006 14.9%
Mustang 5,010 5,174 -3.2% 19,309 23,538 -18.0%
Ford Vehicles 5,010 5,174 -3.2% 19,309 23,538 -18.0%
Whole 209,386 181,688 15.2% 884,006 836,168 5.7%

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LINCOLN US SALES
Mannequin Might-25 Might-24 Diff. YTD-25 YTD-24 Diff.
Corsair 2,483 2,352 5.6% 10,957 10,875 0.8%
Nautilus 3,498 2,821 24.0% 16,003 14,934 7.2%
Aviator 2,749 1,933 42.2% 10,313 10,213 1.0%
Navigator 2,843 1,220 133.0% 9,646 5,495 75.5%
Whole 11,573 8,326 39.0% 46,919 41,517 13.0%

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