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The electric Hummer is almost outselling the F-150 Lightning
In Q2 2025, GM's electric Hummer trucks and SUVs sold 4,508 units, nearing Ford's F-150 Lightning sales of 5,842. GM's overall EV sales surged by 111%, marking a positive trend for the company, while Ford experienced a 31% drop in EV sales, primarily due to declining interest in its models. Federal tax incentives are under threat, impacting the EV market.
Key points
- GM sold 4,508 electric Hummer units, nearing Ford's F-150 Lightning sales of 5,842.
- GM's EV sales rose by 111% in Q2 2025, driven by new model launches and a strong demand for its electric lineup, including 17,420 Equinox SUVs and 6,549 Blazer EVs.
- Ford experienced a 31% drop in EV sales to date, facing decreased demand for the F-150 Lightning and E-Transit vans.
- Despite overall sales increases, Ford's EV sector declined by 12% compared to 2024, largely spurred by pricing promotions and tariffs.
- The EV market faces challenges as the Trump administration threatens to withdraw federal tax incentives, affecting demand.
Why it matters
- The automotive industry is seeing a shift due to increasing consumer preferences for electric vehicles.
- Historical context includes the Trump administration's tariffs, which temporarily boosted sales but may lead to declines now.
- Current trends in 2025 show a struggle in the EV sector, with many automakers reporting decreased sales amid tightening subsidies.
GM's significant sales growth in the EV sector underscores its competitive position against Ford, which is grappling with declining interest in its electric offerings amid a complex market landscape and potential changes in federal incentives.