The Electric Hummer is Poised to Outpace F-150 Lightning Sales

In the second quarter, General Motors reported sales of 4,508 electric Hummer trucks and SUVs in the U.S., closing the gap with Ford’s F-150 Lightning, despite a significant price disparity.

These Hummer sales greatly contributed to a stellar quarter for GM’s electric vehicles, making it one of the few manufacturers to see a genuine year-over-year rise in U.S. EV sales, according to data released on Tuesday. The company also moved 17,420 electric Equinox SUVs, 3,056 electric Silverado pickups, 6,549 Blazer EVs, 1,810 Escalade IQ EVs, and 1,524 electric GMC Sierra trucks.

GM’s commercial EV branch, BrightDrop, enjoyed success as well, selling 1,318 electric vans during this quarter, a substantial increase from 490 units last year. Overall, GM’s EV sales for the quarter skyrocketed by 111%, even as the Bolt EV and EUV were phased out; this growth was partly fueled by the launch of new models that weren’t available in the second quarter of 2024.

This performance stands in stark contrast to nearly all other automotive manufacturers in the EV segment during Q2, based on available statistics. Rival Ford reported a 31% drop in U.S. electric vehicle sales in the second quarter of 2025, attributed to a sharp decline in E-Transit vans and decreasing interest in the F-150 Lightning. On the upside, sales of Ford’s hybrid models increased by over 23% compared to last year.

So far this year, Ford has sold a total of 38,988 electric vehicles, reflecting an almost 12% decrease compared to the same period in 2024. This drop occurred despite overall sales rising, bolstered by aggressive employee pricing strategies amid automotive tariffs.

After several years of growth, the current climate for EV sales in the U.S. is proving tough, especially with the Trump administration contemplating the removal of federal tax incentives and related subsidies. Even Hyundai, which has found success with its electric offerings, reported a 12% decline for its Ioniq 5 and an 8% drop for the Ioniq 6 compared to last year. Kia has faced even larger declines in sales for its EV9 and EV6 models. Tesla is also expected to reveal disappointing quarterly sales on Wednesday.

Ford saw nearly a 20% decline in Mustang Mach-E sales year-over-year in the second quarter, selling 10,178 units. The company sold only 5,842 F-150 Lightnings, a 26% drop, and recorded just 418 E-Transit vans sold, down from 3,410 in the second quarter of 2024. (Ford informed TechCrunch that the drop in E-Transit sales resulted from larger fleet orders made in the first quarter.)

In the early months of his second term, President Trump suggested tariffs on the automotive industry, which initially drove sales as consumers rushed to avoid price hikes. However, this momentum has not been maintained for Ford’s EVs, which are now becoming less competitive. The Mustang Mach-E was launched in late 2020, and the F-150 Lightning debuted in mid-2022. Ford is working on a more affordable line of EVs, beginning with a compact truck, expected to launch by 2027.

Update: This story and headline have been updated to reflect sales data from General Motors.