Ford EV Sales Surge 62% Year-Over-Year as F-150 Lightning Production Ramps
Ford reports strong October 2025 electric vehicle sales, with F-150 Lightning production hitting new stride and Mustang Mach-E deliveries continuing to climb.
Ford Motor Company reported October 2025 electric vehicle sales figures that underlined the Blue Oval’s growing momentum in the EV segment. Total EV sales climbed 62% compared to October 2024, driven primarily by increased production of the F-150 Lightning and sustained demand for the Mustang Mach-E.
The F-150 Lightning, Ford’s fully electric take on America’s best-selling truck, reached a new monthly production record of 8,400 units in October. That figure represents a significant jump from the same period a year earlier, when supply chain constraints and battery module shortages limited output to roughly 4,200 trucks. Ford’s EV chief, Donna Kincaid, credited the turnaround to improved cell sourcing and the retooling completed at the Rouge Electric Vehicle Center in Dearborn earlier in 2025.
“We’re finally hitting the stride we promised investors and customers alike,” Kincaid said during a call with analysts. “The Lightning is no longer a waitlist item, and we’re delivering trucks to customers in meaningful volumes.”
The Mustang Mach-E moved 4,180 units in October, a 23% increase year-over-year. The crossover, which received a substantial mid-cycle refresh for the 2025 model year—including a larger 98 kWh battery pack on the GT Performance Edition, delivering an EPA-estimated 380 miles of range—continues to find buyers in the compact electric SUV segment.
Ford’s overall EV portfolio also benefited from the continued ramp of the E-Transit van, which posted 1,640 commercial deliveries. Fleet operators have been increasingly drawn to the electric van’s lower operating costs, particularly in urban last-mile delivery routes where regenerative braking maximizes efficiency.
The October numbers place Ford on a run rate to exceed 150,000 total EV deliveries for calendar year 2025—a threshold that looked optimistic just 18 months ago when the company’s initial EV investment plan faced scrutiny from investors concerned about profitability.
Speaking at a Detroit Economic Club event, CEO Jim Farley acknowledged that Ford’s EV business is “no longer a science project” but stopped short of declaring the transition complete. “We’ve got the products, we’ve got the manufacturing, and now we’ve got to prove we can run these businesses profitably,” Farley said. “That means hitting our margin targets in 2026.”
Ford has guided to achieve 8% operating margin on its Model e EV unit by late 2026, a target it reiterated during its third-quarter earnings preview. Some analysts consider that figure aggressive given continued pricing pressure from Tesla and a raft of new EV competitors entering the truck and SUV segments.
Still, October’s numbers represent an undeniable step forward. The Lightning’s production ramp is particularly significant given that Ford bet heavily on the truck’s success as proof that American truck buyers would embrace electric power without sacrificing capability. With the F-150 remaining the best-selling vehicle in the United States for over four decades, the electric version’s growing traction matters well beyond Ford’s own balance sheet.
Looking ahead, Ford is preparing to launch the electric Puma—sorry, the electric Explorer and Capri for European markets—and is expected to reveal a smaller, more affordable EV entry in early 2026, a model that could further expand the company’s addressable EV market.
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