Ford U.S. Sales Rise 16% in April Despite 40% EV Sales Drop
Published • 1 May 2025 at 3:26 PM
Ford Sales Up 16% in April: Trucks Power Growth, EVs Decline
Ford reported a 16% rise in U.S. sales for April, driven by strong truck demand and discounts from its employee pricing program. However, its electric vehicle (EV) sales fell 40%, with the Mustang Mach-E and F-150 Lightning seeing significant drops of 40% and 17%, respectively. Ford attributed the poor EV performance to the model year changeover and limited dealer supply, noting that sales are expected to improve in May. On the positive side, Ford’s hybrid vehicle sales surged by 30%. Pickup trucks, including the F-series and Maverick models, saw a 23% increase in sales, totaling nearly 100,000 units. With strong consumer demand and strategic discounts, Ford is working to stay competitive in a challenging market impacted by U.S. tariff policies.
Ford U.S. Sales Rise 16% Despite 40% EV Sales Slump in April
- Overall Sales Growth: Ford's U.S. auto sales rose 16% in April, driven by strong truck demand and employee pricing discounts.
- EV Sales Decline: Electric vehicle sales plunged 40% year-over-year, with the Mustang Mach-E down 40% and the F-150 Lightning EV truck down 17%.
- [Truck Sales Surge: Sales of Ford’s pickup trucks (F-Series and Maverick) jumped 23%, totaling 99,954 units sold.
- Hybrid Sales Up: Hybrid vehicle sales increased 30%, indicating strong consumer interest in electrified options.
- Discount Strategy: Ford offered widespread discounts in April using its ample inventory, while rivals raised prices due to tariffs.
- Low EV Supply: The EV sales drop was attributed to model year transitions and low dealer supply, with Mach-E and Lightning at just 9 and 19 days’ supply, respectively.
- May Recovery Expected: Ford anticipates improved EV sales in May as inventory stabilizes.
- Tariff Influence: Buyers rushed to purchase vehicles amid concerns over price hikes from new U.S. tariffs under President Trump.
