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Ford closes Q3 2025 with strong sales and EV momentum
Ford Motor Company finished the third quarter of 2025 on a high note, delivering 545,522 vehicles in the U.S. — an 8.2% increase compared with Q3 2024. Pickups and vans remain the backbone of the business, accounting for 313,654 of those units, but the story that grabbed headlines is Ford’s best quarter yet for electrified vehicles.
Electrified lineup posts record deliveries
Ford reported 85,789 electrified vehicle deliveries in Q3, representing 15.7% of the quarter’s total shipments. That performance marks a milestone for Dearborn as Ford said it is outselling General Motors and Stellantis on a year-to-date basis in electrified vehicle sales.
The mix of electrified sales includes strong results for hybrid and plug-in models such as the F-150 PowerBoost — which accounted for 22,212 deliveries — alongside notable gains in fully electric models. The Mustang Mach-E crossover posted a year-over-year increase of roughly 50.7%, while the F-150 Lightning battery-electric pickup improved by about 39.7% versus Q3 2024. Even so, raw volumes tell a fuller story: the Lightning tallied 10,005 sales in the quarter, still a small slice compared with the broader F-150 and Super Duty family.
What this means for the market
Percentage gains highlight momentum, but they also reflect how small the EV base can still be relative to legacy pickup volumes. Ford’s approach remains dual-tracked: maintaining leadership in trucks and vans while scaling electrified options across those segments.
SUVs, trucks and commercial strength
Beyond electrified models, several ICE-powered SUVs and trucks showed robust growth. Expedition deliveries surged 47.4% in Q3 — Ford calls it the strongest third quarter for the Expedition in two decades. The Bronco also recorded its best third quarter ever with 37,858 deliveries, and Lincoln’s Navigator rose 10.5% year-over-year. Super Duty truck sales increased 4.7%.
Commercial and government business remains a major pillar. Ford claims the top spot in both commercial and police vehicle markets, and the Transit van continued as America’s top-selling van with 42,503 deliveries in Q3. The police and special-service vehicle lineup now includes the Explorer-based Police Interceptor Utility and the F-150 Police Responder, plus special service variants like the F-150 Lightning Pro SSV, F-150 SSV, Expedition SSV and Transit Prisoner Transport Vehicle.
Connected services and BlueCruise
Software and services are scaling quickly. Ford Pro Intelligence paid subscriptions jumped nearly 30% year-over-year this quarter, bringing the active subscription base to roughly 815,000. On the driver-assist front, Ford’s BlueCruise surpassed 7 million cumulative hours of relatively hands-free highway driving in the past quarter — a reminder that it’s a Level 2+ system requiring driver attention.
BlueCruise is available across approximately 130,000 miles of divided highways in North America. Pricing options are $49.99 per month, $495 per year, or a one-time purchase of $2,495 (which covers a minimum seven-year service). A three-month trial typically comes with new vehicles equipped with the system. Current BlueCruise-equipped models include the Explorer, Expedition, Mustang Mach-E, ICE F-150 and the F-150 Lightning.
Q3 highlights at a glance
- Total U.S. deliveries: 545,522 (+8.2% YoY)
- Electrified deliveries: 85,789 (15.7% of total)
- F-150 PowerBoost: 22,212 units
- Mustang Mach-E growth: +50.7% YoY
- F-150 Lightning growth: +39.7% YoY (10,005 units)
- Transit: 42,503 deliveries
Ford’s Q3 performance underlines a balancing act familiar across the auto industry: strong, profitable sales of traditional pickups and commercial vans funded and supported by investments in electrification and connected services. While electrified vehicles are clearly gaining traction, they still represent a minority of Ford’s total volume — making the coming quarters crucial as Ford scales production, charging and customer education to turn growth percentages into sustained market share.
For buyers and enthusiasts, the quarter reinforces Ford’s strategy: double down on trucks and utility vehicles while expanding electrified options across those segments, supported by growing subscription services and driver-assist features that create recurring revenue and longer-term customer relationships.
Source: autoevolution
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