Ford's Electric Vehicle Sales Plummeted as Consumers Turned to Hybrids and Gasoline-Powered Cars | Carscoops

      The automaker is experiencing a 25 percent decrease in EV sales for May and an 8.3 percent decline so far this year.

      Ford’s overall sales for May increased by 15.2 percent, despite a significant drop in EV deliveries.

      EV sales dropped 25 percent in May alone, negatively affecting Ford’s progress in electrification.

      Lincoln sales surged by 39 percent, with the Navigator seeing a remarkable 133 percent rise year over year.

      As we near the halfway mark of the year, the automotive landscape has been tumultuous. Tariffs, both existing and anticipated, have impacted the industry, regulations are evolving, and automakers are trying to adapt.

      Ford has had a relatively positive year thus far, with a 6.1 percent increase in sales across the Ford and Lincoln brands in the USA. However, its EV sector suffered a significant blow in May.

      A few months ago, Ford’s EV sales appeared to be slipping, but not dramatically. After April, they were down 2.9 percent year over year, which seemed like it might be an outlier, especially since sales in April alone plummeted by 39.4 percent. The latest sales figures indicate that consumers are increasingly turning away from EVs in favor of hybrids and gasoline-powered vehicles.

      While Ford does not separate sales data for its hybrid Lincoln models, overall, hybrids increased by 28.9 percent in May, outperforming all other powertrain types by at least ten basis points. Internal combustion vehicles saw a 17.2 percent increase compared to last year. Electric vehicles, on the other hand, experienced a significant decline of 25 percent. Thanks to robust sales of hybrids and internal combustion vehicles, the overall group saw a 16.3 percent increase in May.

      A closer look at the figures reveals additional insights. The Mustang Mach-E remains popular among consumers, showing a rise of 11 percent in May and a 2.8 percent increase year over year. This reflects a significant recovery following a 40.2 percent decline in April. The challenges for Ford's EV sector seem to lie primarily with its work vehicles.

      The F-150 Lightning saw a 41.7 percent drop in sales in May and is down 17.3 percent year to date. The E-Transit faced a staggering drop of 93.3 percent in May and is down 24.8 percent for the year. It appears that buyers are increasingly gravitating towards hybrids at Ford, with the hybrid sector growing by 31.2 percent this year.

      In the broader context, incentives likely played a role in enhancing May's overall results, with employee pricing offers and consumer anxieties regarding upcoming tariffs encouraging purchases. Several models exhibited impressive gains. The Bronco jumped 51.1 percent year over year in May, leading to an overall increase of 46.5 percent for 2025. The Ranger also performed well, rising 34.4 percent for the month and an impressive 157.9 percent year to date.

      Conversely, despite dominating the ICE muscle car segment, the Mustang continues its downward trajectory, declining 3.2 percent in May and 18 percent since the beginning of the year.

      Lincoln had a strong month as well, climbing 39 percent in May and 13 percent so far this year. The Navigator played a significant role in this growth, soaring 133 percent in May and up 75.5 percent year to date.