Tesla sold an estimated 589,160 vehicles in the United States in 2025, down 7% on 2024 but still by far the largest EV maker by US volume. Ford's combined EV lineup (Mustang Mach-E + F-150 Lightning + E-Transit) totalled 84,113 units, about a 7-to-1 Tesla advantage (Kelley Blue Book Q4 2025 EV Sales Report). The trajectories differ: Mustang Mach-E sales held flat while Tesla's US volume fell.
Mustang Mach-E: Quietly Successful
The Mustang Mach-E sold 51,620 units in 2025, against 51,745 in 2024, in a year when total US EV sales fell 2%. Price cuts and trim updates kept it relevant against the Tesla Model Y refresh. It is one of the best-selling non-Tesla EVs in the US, behind the Chevrolet Equinox EV at 57,945.
F-150 Lightning: Stalled
The F-150 Lightning sold only 27,307 units in 2025, down 18.5% and well below Ford's original ambitions. Ford has paused Lightning production more than once. The pickup-truck buyer base, especially commercial fleets, has been slow to adopt BEV trucks.
Tesla's Share Fall
A few years ago Tesla held around two-thirds of US EV sales. In 2025 its share was 46.2%. Tesla still leads by a wide margin but a credible field of competitors finally exists. Chevrolet (96,951), Hyundai (65,717), Rivian (42,098) and Honda (39,194, all Prologue) each passed 30,000 US EV sales in 2025.
See the full US BEV brand breakdown on the US EV dashboard.