TL;DR
Electrek reports that Ford’s F-150 Lightning delivered roughly 27,300 units in the U.S. in 2025 while Tesla’s Cybertruck likely sold about 21,500 worldwide for the year. Tesla’s pickup is reportedly operating at roughly 10% of planned capacity amid opaque model reporting and canceled trims.
What happened
Electrek’s analysis of automaker figures and Tesla’s grouped reporting suggests the Cybertruck’s sales have collapsed. Tesla aggregates its volumes into “Model 3/Y” and “Other Models,” the latter including the Model S, Model X, Cybertruck and Semi. Using a working assumption of about 6,000 combined S and X deliveries in Q4 2025 and negligible Semi volume, the outlet estimates the Cybertruck and Semi together totaled roughly 5,500 units that quarter — implying Cybertruck quarterly production running near 10% of planned capacity. For the full year 2025 Electrek puts Cybertruck sales at about 21,500 globally. By comparison, Ford’s F-150 Lightning delivered around 27,300 units in the U.S. in 2025 even as Ford announced in December it would end Lightning production to shift toward an extended-range EV (EREV) strategy. Electrek also reports Tesla introduced a cheaper Cybertruck trim that was later canceled and that SpaceX purchased over 1,000 units recently.
Why it matters
- Relative demand: a legacy OEM’s wind-down EV pickup outselling Tesla’s high-profile truck highlights weak consumer uptake for the Cybertruck.
- Capacity risk: production reportedly at roughly 10% of planned capacity raises questions about program viability and factory utilization.
- Transparency concerns: Tesla’s aggregated sales reporting makes independent model-level analysis necessary and fuels uncertainty about product performance.
- Strategic shifts: Ford’s decision to end Lightning production while pivoting to EREV shows major automakers are revising EV strategies in response to market realities.
Key facts
- Electrek estimates Cybertruck production was operating at roughly 10% of planned capacity in late 2025.
- Tesla reports vehicle volumes in two buckets — “Model 3/Y” and “Other Models” — rather than by individual model.
- Electrek assumes about 6,000 combined Model S and X deliveries in Q4 2025, leaving roughly 5,600 units for Cybertruck and Semi that quarter.
- The Semi is described as being in pilot production with negligible volume by Electrek’s analysis.
- Electrek estimates about 5,500 Cybertrucks were produced globally in Q4 2025 and about 21,500 for the full year 2025.
- Ford delivered approximately 27,300 F-150 Lightning units in the U.S. in 2025, per the article.
- Ford announced in December it was ending F-150 Lightning production to pivot to an extended-range EV (EREV) strategy.
- Ford’s Lightning sales reportedly declined by about 18% year-over-year as production wound down; Electrek reports Tesla’s truck sales fell nearly 50% year-over-year.
- Tesla briefly offered a lower-priced, stripped-down Cybertruck trim that Electrek says was canceled months later.
- SpaceX reportedly purchased over 1,000 Cybertrucks in a recent quarter, which Electrek says amounted to about 20% of Tesla’s quarterly Cybertruck sales.
What to watch next
- Whether Tesla will change production plans, trims or battery strategy for the Cybertruck — not confirmed in the source.
- If SpaceX or other large internal buyers continue purchasing Cybertrucks to support volumes — not confirmed in the source.
- How Ford’s shift to an EREV strategy affects future U.S. pickup EV availability and competition — not confirmed in the source.
Quick glossary
- Cybertruck: Tesla’s battery-electric pickup truck model, introduced with an angular design and produced at Tesla facilities.
- F-150 Lightning: Ford’s battery-electric version of the F-150 pickup series; the Lightning was a headline EV model from Ford before production ended.
- Production capacity: The maximum number of units a factory or production system is designed to produce over a given period.
- 4680 cell: A larger-format lithium-ion battery cell design referenced in EV manufacturing discussions; usage and benefits vary by automaker.
- EREV (extended-range electric vehicle): A vehicle that primarily uses an electric drivetrain but includes an onboard combustion engine or range-extending system to generate electricity for extended range.
Reader FAQ
Did the F-150 Lightning actually outsell the Cybertruck in 2025?
According to Electrek’s numbers, Ford delivered about 27,300 Lightning units in the U.S. in 2025 while Electrek estimated roughly 21,500 Cybertrucks globally for the year.
Why did Ford end F-150 Lightning production?
Electrek reports Ford announced in December it was ending Lightning production to shift toward an extended-range EV (EREV) strategy.
Is Cybertruck production running at 10% of capacity?
Electrek states that current Cybertruck production appears to be roughly 10% of planned capacity based on its analysis of Tesla’s reporting.
Will Tesla discontinue the Cybertruck?
Not confirmed in the source.
Tesla (TSLA) to stop selling Full Self-Driving package, moves to subscription-only: why it’s a big move Fred Lambert Jan 14 2026 TESLA TESLA CYBERTRUCK Ford F-150 Lightning outsold Tesla Cybertruck…
Sources
- Ford F-150 Lightning outsold the Cybertruck and was then canceled for poor sales
- Ford Halts F-150 Lightning Despite Selling 2x More EVs …
- Agree? Tesla & Cybertruck stand to gain from Lightning EV …
- Is The Ford F-150 Lightning Going Away?
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