General Motors sold 4,508 electric Hummer trucks and SUVs in the second quarter in the U.S., putting it close to Ford’s F-150 Lightning despite a price gap in the tens of thousands of dollars.
The Hummer sales were part of a banner quarter for GM’s electric vehicles, making it one of the only automakers that saw a genuine year-over-year uptick in U.S. EV sales, according to data released Tuesday. The company sold 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 even got a boost from its commercial EV division, BrightDrop, which sold 1,318 of its electric vans during the three-month period, up from 490 last year. Overall, GM’s EV sales for the quarter were up 111% despite phasing out the Bolt EV and EUV — although that increase was driven in part by the fact that many of these models were either brand new or not on sale in the second quarter of 2024.
That stands in contrast to how almost every other automaker that sells EVs fared in Q2, at least based on data released so far. Rival Ford saw a 31% drop in U.S. sales of electric vehicles in the second quarter of 2025, led by a collapse of E-Transit vans and declining popularity of the F-150 Lightning. At the same time, sales of its hybrid vehicles jumped more than 23% compared to last year.
Halfway through the year, Ford has sold just 38,988 electric vehicles total — down nearly 12% from where Ford’s EV sales stood at the same point in 2024. That’s despite overall sales being up, thanks in part to the company’s aggressive employee pricing promotion in the face of automotive tariffs.
After a few years of growth, it’s now a challenging time for EV sales in the U.S., as the Trump administration threatens to take away federal tax incentives and other related subsidies. Even Hyundai, which has found success with its electric vehicles in the U.S., reported Tuesday that sales of its Ioniq 5 and Ioniq 6 EVs fell 12% and 8%, respectively, compared to the same period last year. Kia had even worse drops in sales of its EV9 and EV6. Tesla is expected to release similarly grim quarterly sales on Wednesday.
Ford saw a nearly 20% year-over-year drop in Mustang Mach-E sales in the second quarter, down to 10,178 units sold. It sold just 5,842 F-150 Lightnings, a 26% decline. And Ford only sold 418 E-Transit vans, down from 3,410 in the second quarter of 2024. (The company told TechCrunch that E-Transit sales were down as a result of larger fleet orders being placed in the first quarter.)
President Trump spent the first few months of his second term promising tariffs on the automotive sector, which mostly drove up sales as buyers tried to get ahead of price increases. But that momentum has not lasted for Ford’s EVs, which are getting long in the tooth. The Mustang Mach-E first went on sale in late 2020, and the F-150 Lightning hit the market in the middle of 2022. Ford is working on a lower-cost set of EVs, starting with a small truck, but that won’t be sold until 2027.
Update: This story and headline have been updated to include sales data from General Motors.
