According to foreign media reports, in February this year, Ford's sales in the United States fell by 9% year-on-year. Although electrified models, including pure electric vehicles and hybrid vehicles, sales of fuel vehicles (ICEs), which account for more than 85% of delivered volumes, fell by nearly 13%.
In February, U.S. consumers demand for Ford hybrids was strong, with sales rising 27.5% year-on-year to 15,357 units; consumer demand for pure electric vehicles rose 15% to 7,326 units. Among them, Mustang Mach-E became the highlight, with 3,312 units sold in the United States in February, a year-on-year increase of 13%.
As of now, Ford has sold a total of 6,841 Mach-Es in 2025, and the company's electric crossover SUV is still one of the highest-selling electric vehicles in the United States.
However, Ford's electric pickup truck performed poorly. F-150 Lightning sales fell nearly 15% last month, with only 2,199 units sold. As of now, the cumulative sales of this model in 2025 have decreased by 15% compared with the same period last year. In the previous months, sales of F-150 Lightning have been ongoing to decline. In the fourth quarter of 2024, sales of the model fell 10% year-on-year.
Both the Ford F-150 Lightning and the Rivian R1T are no longer the only electric pickup truck models on the market. Ford faces new challenges after Tesla released its Cybertruck. In addition, Chevrolet's Silverado EV and GMC Sierra EV will also be available in the market soon.
Data released by Cox Automotive shows that in 2024, Tesla's Cybertruck sold more than F-150 Lightning in the United States, becoming the fifth best-selling electric vehicle in the United States, with sales of nearly 39,000 units. The sales volume of F-150 Lightning is 33,500 units, ranking sixth.
Earlier this year, Ford extended the "Power Promise" promotion, giving away benefits like Level 2 home chargers to electric car buyers to stimulate demand, but sales of the F-150 Lightning remained slumped. Last year, Ford also lowered production of the F-150 Lightning at the Rouge Electric Vehicle Production Center due to lower than expected demand.
Although Ford plans to launch a smaller mid-sized electric pickup, it will take at least two years for the new model to be available. And with new competitors such as the Ram 1500 REV and Volkswagen Scout pickup to enter the market in the coming years, Ford may face greater challenges in attracting consumers.