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Posted January 6, 2026 at 10:15 am
With EV demand cooling and policy headwinds building, Ford leaned on affordable trims and record hybrid sales to keep growth on track.
Ford ended 2025 with a 6% rise in US sales to 2.2 million vehicles, driven by record hybrid demand and strong Maverick pickup sales while its all-electric push lost steam.
US car buyers are acting less like early adopters and more like bargain hunters. Ford said customers moved toward cheaper, base-model trims as sticker prices stayed high, which boosted its hybrid lineup and the budget-friendly Maverick. Hybrid sales hit a record, up nearly 22% to 228,072 units, and Maverick deliveries rose about 18% to 155,051. That helped offset a tougher backdrop for electric vehicles (EVs): weaker demand and policy headwinds have pushed automakers to trim plans, and Ford has said it will take a $19.5 billion EV writedown and scrap several EV models. The broader market is still unsettled too, with tariff uncertainty and the removal of a $7,500 EV tax credit even as rivals like Toyota, Hyundai, and General Motors reported higher annual US sales.
For markets: Value is beating big EV promises.
Ford’s mix shift hints that the near-term winners may be the brands that can offer lower monthly payments, not just cutting-edge tech. If buyers keep favoring base trims and hybrids, margins could get squeezed and competition could tilt toward scale, supply-chain efficiency, and pricing discipline – while EV-focused strategies face more scrutiny as incentives fade.
Zooming out: Hybrids are the transition plan people are choosing.
These vehicles are increasingly the middle ground: they ease range anxiety without relying on charging build-outs, and they look better when subsidies for battery EVs shrink. Ford’s writedown underscores a wider industry pivot toward products that can sell profitably today, which could redirect factory investment and battery spending for years.
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Originally Posted January 6, 2026 – Ford’s 2025 US Sales Rose As Hybrids And Maverick Led
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