Is Ford’s electrical pickup in bother? Gross sales have been down for months, and February confirmed no aid. What’s happening with the Ford F-150 Lightning?
Ford F-150 Lightning gross sales drop once more in February 2025
Ford’s US gross sales dropped by 9% final month. Though electrified automobiles, together with EVs and hybrids, each notched double-digit development, gross sales of Ford’s gas-powered (ICE) fashions, which accounted for over 85% of deliveries, fell practically 13%.
Hybrids noticed increased demand with gross sales up 27.5% to fifteen,357, whereas EV gross sales elevated 15% to 7,326. The Mustang Mach-E was a brilliant spot with 3,312 fashions offered in February, up 13% from the prior 12 months.
With 6,841 Mach-Es offered by the primary three months of 2025, Ford’s electrical crossover SUV stays a top-selling EV within the US.
Ford’s electrical pickup didn’t fare as properly. F-150 Lightning Gross sales had been down practically 15% final month with solely 2,199 items offered. By means of March, Ford has offered 15% fewer Lightning fashions than it did at the moment final 12 months.

Gross sales of the electrical pickup have been slipping for months now. Within the ultimate three months of 2024, F-150 Lightning gross sales had been down 10%.
The Lightning, alongside Rivian’s R1T, are not the one electrical pickups available on the market. Ford is dealing with new competitors with the Tesla Cybertruck, Chevy Silverado EV, and GMC Sierra EV, arriving.

Based on Cox Automotive, the Tesla Cybertruck slipped previous the Lightning to turn out to be the fifth best-selling EV within the US final 12 months with practically 39,000 items offered. Ford’s Lightning was sixth with simply over 33,500 fashions offered.
Ford prolonged its “Energy Promise” promo earlier this 12 months to spice up demand, giving EV consumers a Stage 2 house charger and different advantages, however Lightning gross sales are nonetheless down.

The American automaker reduce Lightning manufacturing at its Rouge Electrical Automobile Middle final 12 months, citing slower-than-expected demand. A brand new report from Automotive Information claims Ford is now ending a pilot program to inventory and distribute EVs by regional hubs after it did not catch on. It was designed to hurry up deliveries.
Though Ford plans to launch a smaller midsize electrical pickup, it received’t arrive till no less than two extra years. With new competitors, just like the Ram 1500 REV and Volkswagen Scout pickup, hitting the market over the subsequent few years, Ford could discover it even more durable to draw consumers.