Ford’s latest US sales data describes a complicated picture of a legacy automaker in transition.
In April 2025, Ford’s total sales jumped 16%, largely thanks to truck demand, and saw a 30% rise in hybrid vehicle sales. But beneath that success is a sharp 40% drop in EV sales, revealing the challenges Ford still faces in scaling its electric ambitions.
According to Reuters, Ford sold nearly 100,000 trucks in April, an impressive feat bolstered by strategic employee pricing and broader discounting tactics. That includes strong numbers for tech-forward models like the compact Maverick, which blends utility and fuel efficiency in a hybrid-friendly package. But while hybrids soared, full EVs stumbled.
The Mustang Mach-E and F-150 Lightning saw major declines—down 40% and 17% year-over-year, respectively. Ford attributes this to low inventory and upcoming model year transitions. Some dealerships had fewer than 10 days’ worth of Mach-E stock. While that suggests demand still exists, it also highlights a major supply chain and forecasting hurdle as Ford competes with more nimble EV-first brands like Tesla.
Notably, hybrid sales are growing into the sweet spot many consumers now favor: lower emissions without range anxiety. It’s a segment Ford seems to want to lean into, especially as fully electric offerings hit production snags. As the industry races toward electrification, hybrids may be Ford’s bridge tech, and it seems to be working.
Meanwhile, traditional truck buyers remain Ford’s strongest base, but they’re also getting more tech-forward vehicles with better fuel efficiency, hybrid options, and improved driver-assist features. In short, Ford’s April report isn’t just about raw sales, but rather a snapshot of a brand navigating a new tech pivot from gas to hybrid to full EV.
Of course, Ford still faces pressure from shareholders and rivals like Tesla and GM, both further along in EV rollout. But as this month’s numbers show, hybrid seems to be winning while the US automaker’s traditional strength in trucks may give Ford some breathing room to catch up.