Nearly four years after its initial launch, Ford may be axing the F-150 Lightning from its lineup.
After a large fire at a Ford aluminum supplier back in September, the company has been shifting what resources it has toward keeping high-demand versions of the F-150 in production. That’s left the electric F-150 Lightning out in the cold, as it hasn’t been selling as strongly as the gas and hybrid models. Now, after the automaker idled the Rouge Electric Vehicle Center in the wake of the supply chain disruption, the relatively frosty EV market reportedly has Ford executives thinking about scrapping its electric truck altogether, according to a report from The Wall Street Journal.
At the moment, Ford has not outright confirmed that information. That said, prospects already weren’t looking too great for the F-150 Lightning as October sales fell by more than 17%. Year-over-year, sales of the company’s electric truck have remained somewhat stable (24,577 units so far in 2025, through September 30), but even that total represents a mere 4% of F-Series overall, which sold 618,318 units (an 11% increase) this year.
Through the end of Q3, Ford’s ‘Model e’ electric vehicle division has lost the company $3.6 billion, while quarterly losses between June and September amounted to $1.4 billion. So, the F-150 Lightning still isn’t a profitable model, all the while Ford’s two other divisions — Ford Blue (for internal combustion vehicles) and Ford Pro (fleet sales and services) — brought in $2.3 billion and $5.6 billion respectively, year-to-date.
We’ve already seen some changes for the 2026 model year, including a new STX model and making the extended-range battery standard across the lineup. That said, it seems we may see the F-150 Lightning shelved sooner rather than later, in light of the brand’s shifting priorities and shifting market conditions. A second-generation model, which is currently delayed to 2028, may not happen at all.
Again, we’ll have to wait and see what Ford actually, officially says moving forward. But it’s definitely a change in tone from a few years ago, when Ford introduced its first all-electric truck, and even a few months ago, as it touted its ‘Model T moment’ by teasing a $30,000 electric truck by 2027.
