Detroit automaker Ford reported on Tuesday that its vehicle sales in the United States rose 14.2% year over year to 612,095 units in the second quarter.
New energy vehicles, which include hybrids (HEV), plug-in hybrids (PHEV) and battery electric models (BEV), accounted for 82,886 of the total — about 13.5% of all vehicles sold by Ford.
In the first three months of the year, sales of electrified vehicles had represented 15% of the total sales.
Ford registered 16,438 fully electric vehicles in the second quarter, a decline of 31.4% from the same period a year ago.
In a total of 1,113,386 vehicles sold in the first half of 2025, with BEVs only representing 4.0%.
Hybrid vehicles, which include both HEVs and PHEVs, had a 23.5% growth year over year in the second quarter.
In June, registrations of Ford’s internal combustion engine (ICE) vehicles rose by 15.5% compared to the same month last year, accounting for 86.5% of the company’s total vehicle registrations.
In early April, Reuters reported that Ford was offering employee pricing to all customers up until June 2, in an effort to boost inventory clearance.
According to Cox Automotive, Ford had more than four months of inventory in February, above the industry average of nearly three months.
The discount applied to most of its lineup, including models produced outside of the U.S., like the the fully electric Mustang Mach-E and the Maverick pick-up, which are produced in Mexico.
However, a month later, the same outlet reported that prices for both models would be increasing up to $2,000 at the beginning of May, amid uncertainty over Donald Trump’s Auto tariffs.
The company halted in early May its financial guidance for this year, disclosing that the tariffs can cause a $2.5 billion impact.
“Model e,” the company’s EV division, reported a loss of $849 million during the first quarter of this year. A year earlier, it had recorded a $1.33 billion loss.
Ford’s EV unit currently features three models — the Mustang Mach-E SUV, the F-150 Lightning pick-up truck and the E-Transit cargo van.
Quarterly registrations of the fully electric F-150 Lightning fell 26.1% year over year, with Ford having registered 5,842 electric pick-ups between the April-June period.
Compared to other models inside the best-selling F-Series, the Lightning model represented only 2.6%.
Ford‘s Transit lineup, which includes its commercial vans, accounted for 15,219 units, from which 418 were E-Transits — a 87.7% plunge from the second quarter of 2024.
Sales of the Mustang Mach-E dropped 19.5% from the same period a year ago, from 12,645 to 10,178 units.
In the first half of 2025, Ford sold 21,785 electric SUVs — about 500 units below registrations from a year ago.
Ford also announced on Tuesday that Lincoln, its brand focused on luxury vehicles and SUVs, sold 31,332 vehicles from April 1 to June 30. The brand posted its highest second-quarter result since 2007.
