Ford’s Electric Vehicle Sales Decline While Hybrids Gain Traction
Ford saw a 31% drop in EV sales during Q2 2025, fueled by low inventory levels, a major Mach‑E recall, and the E‑Transit van plunge
Meanwhile, hybrid sales rose 23.2%, with Ford delivering 66,448 units, including gains from the Maverick and F‑150 Hybrid models
Moreover, this post analyzes detailed figures and investigates the underlying drivers. You’ll explore how inventory shortages, recalls, and consumer preferences reshaped Ford’s electrified portfolio mix.
EV Sales See a Notable Decrease
Ford’s EV sales dropped 31% in Q2 2025. Specifically, the brand sold just 16,438 electric vehicles, down from 23,957 a year earlier
Moreover, dealer lots ran low on inventory. Consequently, sales stalled for models like the Mustang Mach‑E and F‑150 Lightning. In addition, a recall on nearly 200,000 Mustang Mach‑E units halted its sales temporarily techcrunch.com
Therefore, this drop signals shifting consumer preferences and market pressures in the EV sector. Inventory shortages and software issues played a major role.
Hybrid Sales Experience a Surge
In contrast to EVs, Ford’s hybrid sales jumped 23.2% in Q2 2025. Specifically, the company moved 66,448 hybrid vehicles, led by Maverick and F‑150 hybrid pickups
Moreover, hybrid models now represent 13.5% of Ford’s total mix of electrified vehicles . Consequently, the rise suggests growing consumer interest in cars that balance efficiency and versatility.
Therefore, hybrids serve as a key bridge between traditional combustion engines and full electrification. They offer a practical middle ground for customers still hesitant about pure EVs.
Potential Factors Influencing the Trends
Several factors could be contributing to these shifts in sales. These include:
- Consumer Preferences: Some buyers may prefer the familiarity and range security of hybrids.
- Government Incentives: Changes in EV incentives could affect purchase decisions.
- Infrastructure: The availability of charging infrastructure impacts EV adoption rates.
- Pricing: Price points for EVs and hybrids play a crucial role in consumer choice.
