According to a recent LinkedIn post from EV Co, Ford’s electric vehicle deliveries in Q4 2025 declined 52% year over year to 14,513 units. The post indicates that sales of the Mustang Mach-E, F-150 Lightning, and E-Transit all moved lower during the period, coinciding with Ford’s shift toward hybrids and lower-cost EV platforms.
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The LinkedIn post suggests that Ford’s results reflect broader demand pressures in the U.S. EV market as consumers and manufacturers reassess price points and product mix. For investors, the highlighted trends could imply slower near-term EV volume growth and margin pressure for legacy automakers, while potentially benefiting players positioned in hybrids, affordable EV segments, or supporting infrastructure and technology.