After its EV gross sales fell by 31.4% within the second quarter, Ford mentioned it didn’t have automobiles on the lot for sellers to promote. Right here’s what’s actually occurring with Mustang Mach-E and F-150 Lightning gross sales.
Ford’s EV gross sales fall in Q2 over Mustang Mach-E recall
Ford offered 16,438 electrical automobiles within the US in Q2 2025, almost 1 / 4 lower than it did in the identical interval final 12 months (23,957).
In line with Ford spokesperson Martin Gunsberg, the corporate’s decrease EV gross sales are resulting from two causes. Gunsberg informed Electrek that each the Mustang Mach-E and F-150 Lightning had been impacted by the changeover to the 2025 mannequin 12 months.
“Our sellers can’t promote what they don’t have,” he mentioned. Ford additionally ordered sellers to not promote the Mustang Mach-E final month resulting from a recall affecting almost 200,000 fashions within the US.
The recall is over a software program glitch that would go away you locked in or exterior the car. Ford is engaged on a software program replace, which is anticipated to roll out within the third quarter. Nonetheless, till then, it’s nonetheless underneath a stop-sale.
Gunsberg mentioned Ford expects “the circulate of Mustang Mach-E stock launched on the market to extend throughout July.” Gross sales of every of its three EVs declined by double digits in Q2.
Ford offered 5,842 F-150 Lightnings within the second quarter, 26% fewer than in Q2 2024. Gross sales of the Mustang Mach-E and E-Transit fell 19.5% and 87.7% with 10,178 and 418 items offered, respectively.
The information comes after crosstown rival GM reported this morning that its EV gross sales greater than doubled (+111%) in Q2 with a rising lineup of electrical SUVs, vans, and entry-level fashions. GM offered 46,280 electrical automobiles throughout its Chevy, GMC, and Cadillac manufacturers in Q2, in comparison with Ford, which offered 16,438.
Ford is banking on its low-cost EV platform to assist flip issues round, with extra inexpensive fashions anticipated to reach in 2027, beginning with a midsize pickup.
