Ford’s May sales: overall growth, but electric vehicle decline
In May 2025, Ford recorded a 15.2% increase in total sales compared to the previous year. However, this success was accompanied by a significant drop in demand for electric vehicles — their sales fell by 25%. In contrast, hybrid models showed a 28.9% increase, and ICE (internal combustion engine) vehicles grew by 17.2%.
Lincoln’s performance was particularly impressive, with sales increasing by 39%, while the Navigator model surged by 133%. At the same time, despite the overall decline in the electric vehicle market, the Mustang Mach-E continues to enjoy demand — its sales grew by 11%.
Sales dynamics by vehicle type
Analyzing the data, it is clear that hybrids became the most popular option in May. Electric commercial models suffered the most significant losses: F-150 Lightning sales dropped by 41.7%, and the E-Transit plummeted by 93.3%. This may indicate that business customers are not yet ready to switch to electric vehicles en masse.
“Buyers are increasingly focusing on the ‘golden middle’ — hybrid technologies that combine the benefits of electric and traditional engines”
Successful models and setbacks
Among Ford’s successful models, the Bronco (+51.1%) and Ranger (+34.4%) stand out. However, the classic Mustang, despite having no direct competitors in its segment, continues to lose ground (-3.2% in May).
Lincoln demonstrates steady growth, particularly due to the Navigator, which has become the brand’s true locomotive. Its sales more than doubled compared to May 2024.
Interestingly, even amid the overall decline in the electric vehicle market, some models, such as the Mustang Mach-E, continue to show positive dynamics. This may indicate that consumers are selective about different electric models rather than rejecting them entirely. Meanwhile, the rapid growth of hybrids confirms the trend toward seeking compromise solutions during this transitional period.