Tesla Cybertruck Trails Ford F-150 Lightning by 7,070 Units in 2025
In 2025, Ford sold 27,307 F-150 Lightnings versus Tesla's 20,237 Cybertrucks, making Lightning the bestselling U.S. electric pickup. Ford CEO Jim Farley revealed Lightning lost money on every sale and blamed COVID-driven pricing that inflated consumer costs.
1. Sales Comparison
In 2025, Ford sold 27,307 F-150 Lightning pickups in the U.S., while Tesla delivered 20,237 Cybertrucks over the same period, making Lightning the highest-selling electric pickup truck.
2. Profitability Challenges
Ford acknowledged that it lost money on every F-150 Lightning sold, as production costs outpaced selling prices, underscoring the challenges of scaling profitable EV manufacturing.
3. CEO Farley’s Reflections on EV Strategy
CEO Jim Farley admitted that high COVID-driven pricing gave a false signal on consumer willingness to pay and noted that heavier wiring harnesses and design choices strained margins.
4. Competitive Implications for Tesla
Tesla faces intensified competition in the electric pickup segment, prompting potential pricing adjustments and product improvements to regain leadership against Ford’s Lightning model.