With A 173% Jump In Mach-E Sales, Ford Powers Through A Challenging Market, Sparking A 21.2% Boost In EV Sales
Ford has achieved record-breaking electric vehicle (EV) sales this January 2025, despite an overall decline in company-wide sales. The success was primarily driven by the Mustang Mach-E, which posted its best January performance to date.
In detail, Ford sold 5,666 EVs in January 2025, marking a 21.2% increase compared to the same period last year. The Mustang Mach-E emerged as the standout performer, with 3,529 units sold – a remarkable 173% increase from January 2024. This performance solidifies the Mach-E’s position as the second-best-selling electric SUV in the United States (U.S.), trailing only the Tesla Model Y.
This success symbolizes a substantial turnaround from early 2024 when Ford faced challenges with Mustang Mach-E sales. In January 2024, the company sold just 1,295 units, marking a 51% decrease from the previous year. However, the company successfully addressed inventory management issues throughout 2024, ultimately delivering 52,000 Mustang Mach-E SUVs to U.S. customers over the year.
The company’s broader electrified vehicle portfolio, which includes hybrid and plug-in hybrid vehicles alongside full electric models, also showed strong performance with 18,961 units sold in January 2025, representing a 19.8% increase from the previous year and setting a new January record.
However, not all electric models are shared in this success. The F-150 Lightning experienced a 15% decline in sales, moving 1,907 units, while the E-Transit electric van saw a substantial 80% decrease, with only 230 units sold in January.
Notably, a part of Ford’s EV sales success is contributed by the innovative Ford Power Promise program, which offers customers a free home Level 2 charger and covers installation costs. While specific adoption rates for this program remain undisclosed, a Ford spokesperson emphasized that it addresses four key barriers to EV adoption, including home charging installation complexity, charging accessibility, customer support, and battery warranty concerns.
These results come amid broader changes in the U.S. EV market. While the industry achieved record sales of 1.3 million units in 2024, representing a 7.4% increase from 2023, market dynamics are shifting. Tesla, though still the market leader with around 634,000 vehicles sold, experienced a 5.6% year-over-year decline, creating opportunities for traditional automakers like Ford to gain market share.
Ford’s overall sales dropped 6.3% in January 2025, with 191,531 units sold across Ford and Lincoln brands. This highlights the growing importance of the EV segment as Ford transitions to electrification. Despite rising competition, the Mustang Mach-E’s strong January performance shows Ford is well-positioned in the EV market.
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