GM Outpaces Ford in 2025 US EV Sales

General Motors significantly outperformed Ford in the United States electric vehicle market throughout 2025. According to year-end figures, GM sold more than twice as many EVs as Ford during the twelve-month period.

This sales disparity comes as Ford implemented strategic adjustments to its electrification roadmap. The company scaled back its EV plans, a move that included the cessation of production for the F-150 Lightning. These decisions resulted in a decline in Ford's overall electric vehicle sales volume for the year, allowing GM to capture a larger share of the growing market.

The competitive landscape for electric vehicles in the United States shifted notably in 2025. General Motors emerged as the clear leader in terms of sales volume relative to its domestic rival, Ford.

Specific data indicates that GM's sales figures for the year were more than double those recorded by Ford. This represents a substantial gap in market penetration and consumer adoption between the two legacy automakers during this critical transition period for the industry.

While GM expanded its market share, Ford experienced a decline in its electric vehicle sales. This downturn was attributed to a deliberate scaling back of the company's previously announced electric vehicle initiatives.

Among the most significant operational changes was the decision to end production of the F-150 Lightning. This model had been a cornerstone of Ford's early EV strategy, and its discontinuation signaled a major pivot in the company's approach to the electric truck segment.

The divergence in sales outcomes between GM and Ford highlights the volatility and competitive intensity of the current automotive market. As consumer preferences evolve, manufacturers are adjusting their production and strategic priorities.

GM's ability to more than double Ford's sales volume suggests a strong alignment with current market demands. Conversely, Ford's recalibration, while resulting in lower sales in the short term, may reflect a strategic decision to focus on profitability and long-term sustainability over volume alone.

The 2025 results set a new baseline for the rivalry between GM and Ford in the electric vehicle space. Both companies are expected to continue refining their strategies to navigate the complex economic and technological factors influencing the auto industry.

Observers will be watching closely to see how Ford responds to the sales gap and whether GM can maintain its momentum in the coming year. The landscape remains fluid as the transition to electric mobility continues to unfold.