Ford’s Mustang Mach-E and E-Transit Both See Solid Growth In Q1, Bucking the EV Decline

There is some bad news about to drop for EV deliveries in America. Tesla’s deliveries have dropped by six figures in Q1. The Model Y was a big part of why that happened, but you know the other reason. To ensure that Ford’s steady progress with the popular Mach-E and E-Transit was reported, we wanted to list out some good news amid the gloom. 

Mustang Mach-E Deliveries Q1 2025
In Q1, Ford delivered an impressive 11,609 Mustang Mach-E battery-electric vehicles. That is up about 2,000 units over Q1 last year. We strongly suspect that many of those added sales were consumers who would not touch Tesla with a ten-foot grounding rod. The Mustang Mach-E’s deliveries represent a 21% uptick and brought the model to striking distance of a 4K per month running average. 

By comparison to the Mustang Mach-E, Hyundai delivered 8,611 Ioniq 5s. VW delivered 7,633 ID.4s. All of these models showed growth. Kia’s EV6 was down a bit, but managed 3,738 units delivered. Nissan’s Ariya was flat for the quarter at 4,148 units delivered. Mustang Mach-E leads this pack of similar models, all of which compete with the Tesla Model Y, which has been the segment volume leader. 

Torque News spoke off-the-record with a Ford dealer in Metro Boston who reports robust Mustang Mach-E deliveries. “Almost all leases,” was his comment. This particular dealer reports that he will take all the Mustang Mach-E vehicles he can get for inventory since they fly off the lot. Multiple employees in the sales departments of local Ford dealers we network with have salespeople who own, drive, and rave about their own Mustang Mach-Es. 

Ford E-Transit Deliveries Up 30% in Q1
Another Ford electric vehicle success story is the E-Transit. This all-electric work van is a segment leader. It is used by municipalities, contractors, and fleets across America. Here in my Metro Boston town, two are in operation. One serves the DPW and general town administration. A second was added this quarter as a senior citizen transport vehicle as part of a large fleet of existing Transits.  Ford reported 3,756 units delivered, showing that the company can maintain a 1,000-unit per month run rate. 

Ford F-150 Lightning - Slight Decline In Q1 Deliveries
The Ford F-150 all-electric Lightning pickup truck had a dip in deliveries in Q1. Still, with 7,187 units delivered, Ford tops our list of EV trucks from automakers who report EV truck deliveries. Ford’s Lightning outsold the entire GM EV truck portfolio combined, which consists of Hummer, Silverado, and Sierra EV trucks. 

Why Ford’s Success Does Not Surprise Us
EVs are facing serious headwinds in 2025, but no brand and no automaker is better prepared than Ford. Ford has gone the distance with EV sales and marketing training for its dealership network. In addition, Ford’s dealer network invested millions to deploy DC and L2 public chargers on their property. These chargers are open to all makes and models, and bring EV owners onto Ford lots on a daily basis. It’s not an accident that Ford parks shiny new Lightning and Mach-E vehicles adjacent to the chargers. 

Do you think Ford can maintain this momentum in 2025? Tell us in the comments below. 
 

Image credits:  Image of Ford Mustang Mach-E charging at Tesla Supercharger courtesy of Ford. Image of E-Transit by John Goreham. Image of Acton Ford DC charger by John Goreham. Image of Hillsboro Ford courtesy of Seth Orlick.

John Goreham is a credentialed New England Motor Press Association member and expert vehicle tester. John completed an engineering program with a focus on electric vehicles, followed by two decades of work in high-tech, biopharma, and the automotive supply chain before becoming a news contributor. He is a member of the Society of Automotive Engineers (SAE int). In addition to his eleven years of work at Torque News, John has published thousands of articles and reviews at American news outlets. He is known for offering unfiltered opinions on vehicle topics. You can connect with John on Linkedin and follow his work on his personal X channel or on our X channel. Please note that stories carrying John's by-line are never AI-generated, but he does employ grammar and punctuation software when proofreading and he also uses image generation tools.