Ford Electric Vehicle (EV) Sales Volumes: Global and U.S.

Ford Mustang Mach-E. Image source: www.ford.com.

This page presents Ford Motor (NYSE: F)’s electric vehicle (EV) sales in the U.S. and globally.

Do note that the global sales results presented here use the wholesale volumes, while the U.S. sales results presented use the retail volumes.

That said, Ford Motor has only begun taking EVs seriously and got into mass production since fiscal year 2020. Although the company may have experimented with electric vehicles before 2020, that period is not the focus of this article.

Let’s check it out!

For other statistics of Ford Motor, you may find more information on these pages:

Retail Sales & Market Share

• Ford sales and market share: global and regional,
• Ford sales by country and region,
• Ford market share by country and region,

Wholesales

• Ford wholesale by region and country,
• Ford wholesale by segment,

U.S. Sales

• Ford U.S. truck, SUV, and car sales,
• Ford sales by vehicle type – electric, hybrid, and internal combustion,
• Ford Lincoln sales: suv and sedan,
• Ford Lincoln sales by model,
• Ford SUV sales by model – Explorer, Escape, Bronco, etc.,
• Ford truck sales by model,

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Definitions

To help readers understand the content better, the following terms and glossaries have been provided.

Vehicle Wholesale: According to the annual reports, Ford’s vehicle wholesale includes all Ford and Lincoln badged units (whether produced by Ford or by an unconsolidated affiliate) that are sold to dealerships or others, units manufactured by Ford that are sold to other manufacturers, units distributed by Ford for other manufacturers, and local brand units produced by our China joint venture, Jiangling Motors Corporation, Ltd. (“JMC”), that are sold to dealerships or others.

Vehicles sold to daily rental car companies that are subject to a guaranteed repurchase option (i.e., rental repurchase), as well as other sales of finished vehicles for which the recognition of revenue is deferred (e.g., consignments), are also included in wholesale unit volumes.

Ford’s vehicle wholesale excludes transactions between Ford Blue, Ford Model e, and Ford Pro segments.

Retail Sales: Ford’s retail sales represent primarily sales by dealers, sales to the government, and leases to Ford management, and is based, in part, on estimated vehicle registrations. Ford’s retail sales include sales of medium and heavy trucks.

Mustang Mach-E: The Ford Mustang Mach-E is an electric SUV manufactured by Ford Motor Company. It was introduced in 2019 and is the first vehicle under the Mustang brand name since the original Mustang was introduced in 1964.

The Mach-E is designed to be a high-performance electric vehicle with a range of up to 300 miles on a single charge and can accelerate from 0 to 60 mph in as little as 3.5 seconds. It also features several advanced safety features and a sleek, modern design that appeals to many consumers.

Ford F-150 Lightning: The Ford F-150 Lightning is an all-electric version of the popular Ford F-150 pickup truck. It features a dual-motor setup that delivers instant torque, impressive acceleration, and a range of up to 300 miles on a single charge.

The truck is designed with practicality in mind, with a spacious and versatile interior and a range of useful features like a built-in power generator and a large front trunk. Overall, the Ford F-150 Lightning is a unique and exciting addition to the electric vehicle market, offering the power and performance drivers expect from a pickup truck and the environmental benefits of an all-electric drivetrain.

E-Transit: Ford’s E-Transit is an all-electric version of the popular Ford Transit cargo van. It has a range of up to 126 miles on a single charge and will be available in multiple configurations to suit various commercial needs.

The E-Transit is designed to be a zero-emissions vehicle, making it an ideal choice for businesses looking to reduce their environmental footprint while still enjoying the performance and functionality of the Transit.

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FAQs

To help readers understand the content better, the following FAQs have been provided.

Ford EV Strategies

Ford Motor’s electric vehicle (EV) strategy is centered around a comprehensive and ambitious plan to transition to an electric lifestyle and commercial fleet.

The company is investing $22 billion in electrification through 2025, aiming to lead in areas of strength by electrifying its most iconic products, such as the Mustang, F-150, and Transit.

Key components of Ford’s EV strategy include:

• Electrification of Iconic Models: Ford is electrifying its most popular vehicles, including the Mustang Mach-E, F-150 Lightning, and E-Transit. These models combine performance, capability, and productivity with zero-emissions technology.
• Expansion of EV Offerings: Ford plans to introduce a range of new electric vehicles, including commercial vans and pickup trucks. The company is focusing on delivering affordable, long-range EVs to meet customer needs and accelerate adoption.


• Range-Extender Hybrids: To broaden its electrification strategy, Ford is developing range-extender hybrids (RExs). These vehicles use an internal combustion engine to charge the batteries that power the electric motor, providing extended range without the need for large battery packs.
• Investment in Charging Infrastructure: Ford is expanding its charging network, the BlueOval Charge Network, which is North America’s largest public charging network with over 106,000 chargers. The company offers built-in charging solutions and cloud-connected navigation to enhance the customer experience.
• Sustainability and Carbon Neutrality: Ford’s electrification strategy is a core component of its goal to achieve carbon neutrality globally by 2050. The company is committed to reducing CO2 emissions and delivering innovative electric and hybrid vehicles.
• Global Manufacturing Footprint: Ford has established electric vehicle manufacturing facilities across the world, including the Rouge Electric Vehicle Center in Michigan. The company is investing in advanced sustainable manufacturing technology to support its EV production.

Overall, Ford’s EV strategy focuses on leveraging its strengths, expanding its electric vehicle lineup, and investing in infrastructure and technology to drive the adoption of electric vehicles and achieve sustainability goals.

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Electric Vehicle Types

There are a few types of EVs in existence today, and they are shown below:

1. Conventional hybrid EVs
2. Plugged-in hybrid EVs (PHEVs)
3. Battery electric vehicles (BEVs)

Conventional Hybrid EV

Conventional hybrid EVs, such as the popular Toyota Prius, run on electricity and gasoline. This type of EV consists of a gasoline engine with an electric motor and, of course, a battery.

However, conventional hybrid EVs can only be charged when the vehicles are running, using the regenerative braking concept that converts kinetic energy into electricity. While they are idling, they can’t be plugged in and recharged.

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Plugged-In Hybrid EV (PHEV)

The plugged-in hybrid EVs are similar to conventional hybrid EVs in that they run on electricity and gasoline and have an electric motor with a battery.

Unlike conventional hybrid EVs, the PHEVs can be recharged by plugging into an electric outlet when idling. In addition, the PHEVs can also be recharged by using the regenerative braking concept when they are on the road.

The Chevy Volt built by General Motors is an example of a PHEV.

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Battery Electric Vehicle (BEV)

The BEVs are fully electric vehicles that run exclusively on electricity via onboard batteries. These types of EVs do not have a gas combustion engine. Instead, the BEVs are powered entirely by an electric powertrain that produces no emissions.

BEVs can only be recharged by plugging them into an electric outlet at home or a charging station. The Nissan LEAF and Tesla Model 3/Y fall into this type of EV.

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Insight & Summary of Ford Motor’s Global EV Sales and EV Sales in the U.S.

The following analysis consolidates the trends observed across Ford Motor’s electric vehicle sales in the U.S. and globally for the 2020–2025 period.

• Ford’s global EV wholesale volumes recorded their most significant acceleration in 2025, nearly doubling from 158,000 to 280,000 units — the most consequential single-year EV growth event in the dataset. Global EV wholesale grew from 128,000 units (3.0% of total wholesale) in 2022 to 280,000 units (6.4%) in 2025. The 3-year average of 201,000 units and 4.5% EV penetration rate confirms Ford’s EV presence is no longer negligible at the wholesale level, though it remains well below the 10–15%+ penetration rates of EV-forward automakers. The 2025 jump to 6.4% EV wholesale share is particularly notable — it represents the first time Ford’s EV mix has meaningfully moved the global needle, likely driven by European Explorer EV and Capri EV volumes supplementing North American Mach-E and Lightning.

• U.S. EV retail performance tells a more complicated story: strong growth followed by a reversal in 2025. U.S. EV retail sales grew from 27,140 units in 2021 (1.4% of Ford’s U.S. retail) to a peak of 97,865 in 2024 (4.7% penetration) — a 260% increase in three years. However, 2025 saw a decline to 84,113 units (-14.1%) and a penetration pullback to 3.8%, against a rising total U.S. retail base of 2,204,124. The 3-year average of 84,862 U.S. EV units and 4.0% penetration reflects a business that peaked in 2024 and is navigating competitive and consumer headwind pressures in 2025. The 2025 decline in U.S. EV retail contrasts sharply with the 2025 global wholesale surge, highlighting that the growth vectors are diverging geographically — European demand is absorbing EV production that the U.S. market is not currently absorbing at the same rate.

• The Mustang Mach-E is Ford’s most resilient EV model and the de facto foundation of Ford’s U.S. EV strategy. Mach-E sales grew from 39,458 units in 2022 to 51,745 in 2024 before holding at 51,620 in 2025 — effectively flat year-over-year — with a 3-year average of 48,045 units. It represents consistently 60%+ of Ford’s total U.S. EV volume. Mach-E’s durability reflects a combination of product positioning (crossover body style in the most popular segment), competitive pricing adjustments, and the brand’s decision to invest in product refreshes rather than discontinue the model. That said, Mach-E faces intensifying competition from the Tesla Model Y refresh, Volkswagen ID.4, and Chevrolet Equinox EV at its price point.

• The F-150 Lightning has grown but remains significantly below its early demand expectations. Lightning sales grew from 15,617 units in 2022 to a peak of 33,510 in 2024 before declining to 27,307 in 2025 (-18.5%). The 3-year average of 28,327 units places it at approximately 33% of Ford’s U.S. EV mix — meaningful but modest for a model in the world’s best-selling vehicle nameplate family. The Lightning’s penetration within the total F-Series franchise is minimal, reflecting two structural barriers: customer uncertainty about EV range and towing capability for truck use cases, and a price point that has limited mass-market adoption. The 2025 decline is the more concerning data point — it suggests Lightning demand may have peaked before achieving the volume scale needed to justify the Dearborn assembly investment.

• E-Transit is a niche commercial contributor that has grown steadily but faces 2025 softness. E-Transit grew from 6,500 units in 2022 to a peak of 12,610 in 2024 before declining sharply to 5,186 in 2025 (-58.9%) — the most severe single-year model decline in the dataset. The 3-year average of 8,489 units reflects a product that serves a specific commercial fleet use case (last-mile delivery, urban logistics) where total cost of ownership economics have been compelling but the 2025 pullback may reflect fleet purchasing cycle timing, charging infrastructure constraints for commercial operators, or competition from purpose-built EV delivery vans (Rivian, Mercedes eSprinter).

• Structural Takeaway: Ford’s EV trajectory is improving globally but stalling in the U.S. at a 3–5% penetration level. The 2025 U.S. EV decline across all three models simultaneously — Mach-E flat, Lightning -18.5%, E-Transit -58.9% — is a material near-term concern that suggests U.S. EV demand dynamics are softer than Ford’s production ramp had assumed. The global wholesale acceleration to 280,000 units is a genuine positive, but the composition of that growth (heavily European) means Ford’s EV profitability on those units may differ from U.S. volumes. Ford’s path to EV segment profitability — which the company has publicly targeted — will require a clear answer to the U.S. demand question before the investment case for continued EV expansion is fully validated.

The table below combines all key Ford’s EV sales metrics into a single view for the latest three fiscal years.

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Ford’s Global EV Wholesale, EV Wholesale as % of Total Wholesale Volumes

The definition of Ford’s vehicle wholesale is available here: vehicle wholesale.

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Ford’s U.S. EV Retail Sales, EV Retail Sales as % of Total Retail Volumes

The definition of Ford’s vehicle retail volumes is available here: vehicle retail volumes.

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Ford’s EV Retail Sales By Model: All EV Models and Total EV Sales

The definitions of Ford’s EV lineup are available here: Mustang Mach-E, F-150 Lightning, and E-Transit.

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References and Credits

1. All sales data were obtained and referenced from Ford’s U.S. monthly sales releases and annual reports published on the company’s investor relations page: Ford’s Financials and Filings.

2. Ford’s ev strategy is referenced and obtained from multiples sources, including Ford’s websites: Ford EV lineups and all about Ford EVs.

3. Featured images in this article are used under the Creative Commons license and sourced from the following websites:
(a) Challenge Bibendum
(b) Ford Electric
(c) Comparing Electric Vehicles

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Disclosure

We may utilize the assistance of artificial intelligence (AI) tools to produce some of the text in this article. However, the data is directly obtained from original sources (usually the quarterly and annual reports) and meticulously cross-checked by our editors multiple times to ensure its accuracy and reliability.

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