While many still expect President Trump’s tariffs and the accompanying price increases to drag down new car sales across the U.S. this year, Ford’s latest data tells a different story. The company posted a strong first half, following the general market trend that saw sales increases across most major car makers.

Ford’s total U.S. deliveries climbed 6.6 percent year-over-year in the first half. However, this upward trend doesn’t extend to Ford’s electric vehicle lineup, which has seen a sharp drop in demand across several key models.

Electric Sales Lose Ground

Through the first six months of the year, Ford sold 21,785 units of the Mustang Mach-E in the States, a 2 percent decline from the 22,234 sold during the same period last year. More concerning is the model’s second-quarter performance. Between April and June, Ford delivered 10,178 Mach-Es, down 19.5 percent from the 12,645 sold in Q2 of the previous year.

Read: Ford Pulls Mustang Mach-E From Sale Over Dangerous Door Lock Flaw

The gas-powered Mustang hasn’t been immune to slowing demand either. Sales fell 14.2 percent in the first half of the year, totaling 23,551 units. However, in the second quarter, it regained some ground, with 14,174 units sold, an increase of 3.2 percent compared to the same period last year.

That uptick allowed the gas-powered Mustang to outsell its electric counterpart in Q2, even though it still trails in year-to-date totals.

Lightning and E-Transit See Steep Declines

Interest in the E-Transit has also dropped off a cliff. In the first half, sales are down 33.8 percent to 4,174, while in Q2, things were even worse. Ford sold just 418 E-Transits during Q2, down 87.7 percent from the year prior. Sales of the all-electric Ford F-150 Lightning are also down, with 13,029 units sold this year, a drop of 16.7 percent. Sales declined by 26.1 percent in Q2 to 5,842 units sold, compared to 7,902 last year.

In total, Ford’s electric vehicle sales dropped 31.4 percent in the second quarter and 11.8 percent through the first half of the year. The good news for the company lies with hybrids, which are moving in the opposite direction. Hybrid sales rose 23.5 percent in Q2 to 66,448 units and are up 27.4 percent year-to-date, totaling 117,521.

Lincoln Sees Steady Growth

Lincoln also posted solid gains in the first half of the year, driven by strong demand for its SUV lineup. Total brand sales rose 12.8 percent year-over-year to 55,063 units, with a particularly strong showing in the second quarter, where sales climbed 31 percent to 31,332.

The Navigator stood out with an impressive 114.9 percent jump in Q2 sales, while the Aviator, Nautilus, and Corsair also posted double-digit increases. While Lincoln’s overall volume is modest compared to the Ford brand, its steady upward trend suggests growing interest in its premium offerings.

Strong Combustion and Hybrid Growth Balances Out EV Dip

Despite the sharp drop in EV sales, Ford and its Lincoln brand powered through, selling 1,113,386 vehicles in the US during the first half, a solid 6.6 percent increase over last year. The second quarter stood out with 612,095 new Ford and Lincolns finding buyers, marking a 14.2 percent jump from the previous year’s 536,050.

Ford USA Sales

Ford is pouring tens of billions of dollars into electric vehicles, betting big on a future that’s already here, but so far, the returns aren’t looking great. While the EV market overall continues to grow, Ford’s own electric sales are moving in the opposite direction. If the Dearborn automaker wants to close the gap with rivals like GM and Hyundai-Kia, let alone take a swing at Tesla’s lead, it needs to figure out how to boost local EV sales, and quickly.

A look at Ford’s most recent sales results does not paint a pretty picture for the automaker. In April, Ford managed to sell 4,859 EVs across the country. This represents a massive 39.4% decline from the 8,014 units it sold in April last year. Ford’s total EV sales for the first four months of 2025 are also down 2.9% from last year, with 27,409 units finding new homes. And that’s with Ford extending its popular Employee Pricing discounts for all.

Read: Ford Chief Says China Leads US By 10 Years In EV Batteries, Needs Their IP

A dramatic drop in demand for the Mustang Mach-E is the main reason why Ford’s sales collapsed last month. In April, 2,927 Mustang Mach-Es were sold, representing a 40.2% decline from the 4,893 sold in April 2024. Interestingly, sales are up by 0.4% year to date with 14,534 sales.

Sales of the F-150 Lightning have also dropped. In April 2024, Ford shifted 2,090 units, but this year, just 1,740. Year-to-date sales are also down 9.2% to 8,927. The E-Transits also had a very bad month with just 192 sales, a plunge of 81.5%.

Unlike its EVs, Ford’s hybrids are actually gaining ground. In April, the company sold 23,331 hybrid models, a 29.6% increase over the previous year. Year-to-date, hybrid sales are up 31.9%, with 74,404 units sold so far in 2025.

Outside of EVs, things are looking good for Ford. In April, the company’s total vehicle sales rose 16.2% compared to the same month in 2024, reaching 208,675 units versus 179,588 last year.

With the exception of EVs, Ford’s overall sales are up through the first four months of the year, despite the turmoil that the whole industry is facing since the introduction of Trump’s tariffs. Year-to-date, Ford has sold 709,966 vehicles in the US, or 3.2% more than the 687,671 it delivered in 2024.