Tesla sold approximately 633,000 vehicles in the United States in 2025, still by far the largest EV maker by US volume. Ford's combined EV lineup (Mustang Mach-E + F-150 Lightning + E-Transit) totalled roughly 71,000 units, a 9-to-1 Tesla advantage. But the trajectory tells a different story: Mustang Mach-E sales grew 21% YoY while Tesla's overall US volume was roughly flat.
Mustang Mach-E: Quietly Successful
The Mustang Mach-E delivered ~52,000 units in 2025, up from 43,000 in 2024. Aggressive pricing (the standard-range model now under $40k) and trim updates kept it relevant against the Tesla Model Y refresh. It is now a genuine #2 in the US BEV crossover segment.
F-150 Lightning: Stalled
The F-150 Lightning shipped only ~32,000 units in 2025, well below Ford's original projections. Ford temporarily idled production at Rouge in 2024 and again briefly in 2025. The pickup-truck buyer base, especially commercial fleets, has been slow to adopt BEV trucks.
Tesla's Share Fall
In 2022 Tesla had over 65% of all US BEV sales. By 2025 that share fell to roughly 48%, Tesla still leads by a wide margin but a credible field of competitors finally exists. Hyundai (Ioniq 5/6, Kona EV), Chevrolet (Equinox EV, Blazer EV), Honda (Prologue), and Rivian (R1S/R1T) all crossed 30k US sales in 2025.
See the full US BEV brand breakdown on the US EV dashboard.