Ford F-150 Lightning sales numbers

[TaxmanHog]

Ford F-150 Lightning sales numbers: USA

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[ryun]

Kinda not terrible considering the tax credit went away in September.

 

[FloridaMan655321]

Kind of interesting they couldn’t keep making it and make money. It’s not like it’s a completely new platform, it’s using a lot of the same parts as the regular F150. There is probably some good tax reasons to just kill it instead of selling 25k every year.
Also, I’ve had co-workers even notice that there are more and more Lightnings driving around. It seems like they would just continue to sell at a steady rate.

 

[chriserx]

Kinda not terrible considering the tax credit went away in September.

Didn't they lower the MSRP after losing the credit?

 

[Al_V]

Kind of interesting they couldn’t keep making it and make money. It’s not like it’s a completely new platform, it’s using a lot of the same parts as the regular F150. There is probably some good tax reasons to just kill it instead of selling 25k every year.
Also, I’ve had co-workers even notice that there are more and more Lightnings driving around. It seems like they would just continue to sell at a steady rate.

They are struggling to get enough aluminum, so what they can get is going to more profitable models. (Just one of many issues)

 

[Altivec]

They are struggling to get enough aluminum, so what they can get is going to more profitable models. (Just one of many issues)

So the solution is to cancel a factory and design that is already made instead of resuming production when you get the aluminum. Then you double down and not only scrap all of that, but spend billions in retooling, design work, make things much more complex and add an engine along with batteries to make things cheaper (still can't figure out the math on that one). lol. You also unnecessarily go out of your way to say you are scrapping the future T3 BEV model that's been worked on for over 5 years (didn't need to mention that at all).... Meanwhile the rest of the world is accelerating their BEV sales. Next gen battery tech that is denser, charges faster, safer, and cheaper is right around the corner making complex, expensive, maintenance hell EREV's irrelevant.

This is such an obviously such a poor, sabotaging decision that I can't believe Ford doesn't see this. Clearly there is some unknown forces being applied here that are so strong they are willing to gamble the company away.

 

[MountainAlive]

A little off topic, but my pipe dream is that when (if) Ford sells an EREV next gen Lightning they also offer a BEV version of the same truck. It would simply be the EREV version, minus the gas engine. How hard can that be to do on the same assembly line? Ok back to sales numbers.

 

[SpaceEVDriver]

So the solution is to cancel a factory and design that is already made instead of resuming production when you get the aluminum. Then you double down and not only scrap all of that, but spend billions in retooling, design work, make things much more complex and add an engine along with batteries to make things cheaper (still can't figure out the math on that one). lol. You also unnecessarily go out of your way to say you are scrapping the future T3 BEV model that's been worked on for over 5 years (didn't need to mention that at all).... Meanwhile the rest of the world is accelerating their BEV sales. Next gen battery tech that is denser, charges faster, safer, and cheaper is right around the corner making complex, expensive, maintenance hell EREV's irrelevant.

This is such an obviously such a poor, sabotaging decision that I can't believe Ford doesn't see this. Clearly there is some unknown forces being applied here that are so strong they are willing to gamble the company away.

Ford realized that in the current political environment it would be acceptable to bilk the US taxpayers for their $22B write-off, after taking the tax credits for all the EVs they sold. This is legal tax evasion, that’s all.

 

[WXman]

December of '24 must have had some STELLAR end-of-the-year rebates!!

 

[RickLightning]

December of '24 must have had some STELLAR end-of-the-year rebates!!

One of the challenges in looking at the monthly sales of this or the Mach-E is a lack of visibility into things like recalls. A recall, which is safety related, requires a stop sale. Both vehicles have had several.

For example, a stop sale was in effect from early Feb to late March 2023.
A stop sale was issued in late Feb 2024.

There were at least 3 or 4 that I can recall.

 

[WXman]

This is such an obviously such a poor, sabotaging decision that I can't believe Ford doesn't see this. Clearly there is some unknown forces being applied here that are so strong they are willing to gamble the company away.

So when a company that is over a century old and got filthy rich (and stays filthy rich) selling ICE vehicles of all kinds decides that it isn't worth continuing to make a particular model that accounted for less than 2% of all sales and they pull the plug....that's what we call "gambling the company away" now?

A little off topic, but my pipe dream is that when (if) Ford sells an EREV next gen Lightning they also offer a BEV version of the same truck. It would simply be the EREV version, minus the gas engine. How hard can that be to do on the same assembly line? Ok back to sales numbers.

Shouldn't be hard at all. Scout did the exact opposite. They started off BEV only in development, then realized that everybody wanted ICE so they added an EREV version to the development phase. If they can do that, then Ford should be able to also. The question is, can they justify it? Ford has a MUCH larger bottom line to maintain and many more share holders to keep happy than a start-up niche company like Tesla or Scout.

 

[Altivec]

So when a company that is over a century old and got filthy rich (and stays filthy rich) selling ICE vehicles of all kinds decides that it isn't worth continuing to make a particular model that accounted for less than 2% of all sales and they pull the plug....that's what we call "gambling the company away" now?

I have no problem with them adding an EREV and building as many gas ones as they can. But yes..I call it gambling when that 2% market is much bigger outside the US and growing by leaps and bounds. To cancel all future plans of a BEV version of your best selling model is a gamble. I didn't say they will lose the bet to that gamble but it's definitely putting your eggs in one basket (which is ice only). Basically the definition of a gamble. They could easily build a BEV right along their EREV with very little extra investment to cover all their bases.

Ford has a MUCH larger bottom line to maintain and many more share holders to keep happy

If you base your vision and run your company based on what shareholders tell you to do, your company becomes a dead man walking. The same shareholders that only want the biggest and quickest return on their buck, will drop your company in a second if the grass becomes greener on the other side. In other words. The shareholders know BEV is the future. They don't care if Ford dies as long as they can milk it for all they can for the next few years then cash out and move on to GM or Rivian or whomever breaks through in the BEV truck market.

 

[sotek2345]

A little off topic, but my pipe dream is that when (if) Ford sells an EREV next gen Lightning they also offer a BEV version of the same truck. It would simply be the EREV version, minus the gas engine. How hard can that be to do on the same assembly line? Ok back to sales numbers.

That depends on what size battery they put in the EREV. I am guessing it will be on the smaller side to keep costs down, but no one really knows. If the battery is sub 50kwh, that would be a pretty bad EV.

 

[chl]

Ford F-150 Lightning sales numbers: USA

Total 100,599 US sales...what about world wide I wonder?

 

[TaxmanHog]

Total 100,599 US sales...what about world wide I wonder?

I've read news reports the composite sales worldwide is around ~123,000.

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