General Motors sold 4,508 electric hummer trucks and SUVs in the second quarter of the US, bringing close to Ford's F-150 lightning despite a tens of thousands of dollars in price gaps.
The Hummer sales are part of GM's electric vehicle banner quarter, and are one of the only automakers to see an authentic increase in U.S. EV sales a year ago, according to data released Tuesday. The company sold 17,420 electric equinox SUVs, 3,056 electric silvered pickups, 6,549 blazer EVs, 1,810 Escalade IQ EVs, and 1,524 electric GMC Sierra trucks.
GM was further boosted by Brightdrop, the commercial EV division, which sold 1,318 electric vans in three months, up from 490 last year. Overall, despite phased out the Bolt EV and EUV, GM's EV sales increased 111% in the quarter, partly due to the fact that many of these models weren't new or sold in the second quarter of 2024.
This contrasts with how most other car manufacturers selling EVs did in the second quarter, 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, causing the collapse of electronic transport vans and the decline in popularity of the F-150 lightning. At the same time, sales of hybrid vehicles increased by more than 23% compared to last year.
Midway through the year, Ford sold a total of 38,988 electric vehicles. Ford's EV sales have fallen by almost 12% from where they were standing at the same time in 2024. That is, overall sales are rising, thanks to the promotion of pricing for the company's aggressive employees facing auto rates.
It's a difficult time for EV sales in the US as the Trump administration threatens to steal federal tax and other related subsidies after years of growth. Even Hyundai, a successful US electric vehicle, reported on Tuesday that sales of the IONIQ 5 and IONIQ 6 EVs fell 12% and 8% respectively compared to the same period last year. Kia has seen a further deterioration in sales of EV9 and EV6. Tesla is set to release similarly tough quarterly sales on Wednesday.
Ford saw sales of the Mustang Mach-E in the second quarter drop by nearly 20% year-on-year to 10,178 units sold. It sold just 5,842 F-150 lightning bolts, down 26%. Ford only sold 3,410 to 418 E-Transit vans in the second quarter of 2024 (The company told TechCrunch that electronic transport sales had declined as a result of the publication of a large fleet order in the first quarter).
President Trump has pledged tariffs to the automotive sector for the first few months of his second term. But that momentum isn't continuing with Ford's EV, which is growing longer in the teeth. The Mustang Mach-E was first launched in late 2020, with the F-150 lightning struck the market in mid-2022. Ford is working on low-cost EV sets starting with light trucks, but will not be available until 2027.
Update: This story and heading has been updated to include General Motors sales data.