Ford F-150 Lightning Exit Positions Tesla Cybertruck as Leading Electric Pickup

Following Ford's announcement to end all-electric F-150 Lightning production after 2025 in favor of hybrid and range-extended models, Tesla's Cybertruck stands alone as the primary full-size pure-electric pickup in the U.S.

As detailed in prior coverage, Ford revealed on December 15, 2025, plans to discontinue its battery-electric F-150 Lightning after the 2025 model year, redirecting efforts toward hybrids and extended-range electric vehicles (EREVs) that use gasoline generators for extended range—potentially over 700 miles.

This strategic retreat from large pure-EV trucks, amid demand shortfalls and high costs, leaves Tesla's Cybertruck as the unchallenged leader in the full-size electric pickup segment without combustion components. The Lightning had occasionally outsold the Cybertruck but could not sustain against manufacturing and market realities.

The shift underscores industry-wide tensions for legacy automakers scaling massive EVs, potentially guiding future strategies at rivals like GM or Stellantis toward hybrid compromises over full electrification.

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Ford F-150 Lightning electric trucks outsell Tesla Cybertruck on a US dealership lot, with sales charts highlighting 2025 victory.
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Ford F-150 Lightning leads 2025 US electric pickup sales over Tesla Cybertruck amid 15.6% market decline

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Cox Automotive data shows Ford's F-150 Lightning topped US electric pickup sales in 2025 with 27,307 units, outselling Tesla's Cybertruck (20,237 units) despite Ford's discontinuation of the model. The segment fell 15.6% to 90,019 units overall, hit by the end of federal tax credits, high prices, and quality issues.

Leading battery-electric pickup trucks from Tesla, Ford, and Rivian faced significant sales declines and production pauses in 2025, despite a rush of EV deliveries before federal tax subsidies ended. The Tesla Cybertruck, Ford F-150 Lightning, and Rivian R1T accounted for much of the segment's challenges, with low volumes raising questions about their viability heading into 2026. While Tesla's Model Y set sales records, the pickup models highlighted broader market hurdles for electric trucks.

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Ford has announced it will cease production of its all-electric F-150 Lightning truck and replace it with a hybrid version featuring a gas generator. The new extended-range electric vehicle aims to offer over 700 miles of range while maintaining electric driving performance. This shift reflects broader challenges in the EV market, including lower demand and regulatory changes.

SpaceX has confirmed its purchase of over 1,000 Tesla Cybertrucks—potentially expanding to 2,000—to help clear Tesla's unsold inventory amid continued weak demand for the electric pickup. New details, including video evidence and SpaceX's strong finances, highlight the internal support as Tesla grapples with sales declines and external pressures.

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Tesla maintained its lead in the used electric vehicle market throughout 2025, though competitors like Ford, Volkswagen, and Hyundai made significant gains. Models such as the Model 3 and Model Y accounted for nearly 40% of sales in one- to five-year-old used EVs. The market is set to become even more diverse in 2026 with increased off-lease inventory.

Tesla is targeting a pivotal 2026 with Cybercab robotaxi production, Optimus humanoid robot manufacturing, Roadster demonstrations, and Full Self-Driving expansions, aiming to counter declining sales—including Cybertruck—and competition from BYD through AI and autonomy advancements.

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Following initial reports of SpaceX acquiring over 1,000 Tesla Cybertrucks (potentially up to 2,000, valued at $100-200 million), deliveries are now visible at SpaceX sites in Texas and California. The move draws mixed reactions as Tesla grapples with Cybertruck sales declines, recalls, and inventory buildup.

 

 

 

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