Hummer EV Sales Surpass F-150 Lightning - Electric Truck Battle

GM's EV Sales Surge While Ford Experiences Decline

During the second quarter in the United States, General Motors reported sales of 4,508 electric Hummer trucks and SUVs. This figure positions GM closely behind Ford’s F-150 Lightning in sales volume, despite a significant price difference amounting to tens of thousands of dollars.

Strong Performance Across GM's EV Lineup

The Hummer sales contributed to a remarkably successful quarter for GM’s electric vehicle division. Data released on Tuesday indicates that GM is among the few automakers to demonstrate a genuine year-over-year increase in U.S. EV sales.

• 17,420 electric Equinox SUVs were sold.
• 3,056 electric Silverado pickups found buyers.
• 6,549 Blazer EVs were delivered.
• 1,810 Escalade IQ EVs were sold.
• 1,524 electric GMC Sierra trucks were purchased.

Furthermore, GM’s commercial EV arm, BrightDrop, experienced growth, selling 1,318 electric vans during the quarter, a substantial increase from the 490 units sold in the same period last year.

Overall, GM’s EV sales increased by 111% for the quarter, even with the discontinuation of the Bolt EV and EUV models. This growth is partially attributable to the introduction of several new models and the fact that some were not available for sale during the second quarter of 2024.

Ford's EV Sales Face Challenges

This positive trend contrasts sharply with the performance of many other EV manufacturers in Q2. Ford, for instance, saw a 31% decrease in U.S. electric vehicle sales during the second quarter of 2025.

The decline was primarily driven by a significant drop in E-Transit van sales and reduced demand for the F-150 Lightning. Conversely, sales of Ford’s hybrid vehicles increased by over 23% compared to the previous year.

By the midpoint of the year, Ford had sold a total of 38,988 electric vehicles, representing a nearly 12% decrease from its EV sales figures at the same point in 2024.

Broader Market Trends and External Factors

The EV market is currently navigating a challenging period in the U.S., influenced by potential changes in federal incentives. The Trump administration’s consideration of removing federal tax incentives and subsidies is creating uncertainty.

Even Hyundai, a company that has achieved success with its electric vehicles in the U.S., reported sales declines for its Ioniq 5 (12%) and Ioniq 6 (8%) models compared to the same period last year. Kia experienced even more substantial sales drops for its EV9 and EV6 vehicles.

Tesla is anticipated to release its quarterly sales data on Wednesday, with expectations of similarly unfavorable results.

Specific Ford Model Performance

Ford’s Mustang Mach-E sales decreased by nearly 20% year-over-year in the second quarter, totaling 10,178 units sold. F-150 Lightning sales also fell, reaching 5,842 units, a 26% decline.

E-Transit van sales were particularly weak, with only 418 units sold, down from 3,410 in the second quarter of 2024. Ford explained to TechCrunch that the decrease in E-Transit sales was due to larger fleet orders being fulfilled in the first quarter.

Looking Ahead

Initial tariffs proposed during President Trump’s second term spurred sales as consumers sought to purchase vehicles before price increases took effect. However, this momentum has not sustained Ford’s EV sales, as current models are aging.

The Mustang Mach-E was first available for purchase in late 2020, and the F-150 Lightning launched in mid-2022. Ford is developing a more affordable range of EVs, beginning with a compact truck, but this model is not expected to be available until 2027.

Note: This report has been updated to incorporate sales data from General Motors.