Ford Overtakes Tesla in 2025 European EV Sales; TSLA-US Slides 27% Amid Competition and Politics

Fords automotive units surpassed Tesla (TSLA-US) in 2025 European pure-electric vehicle sales, according to JATO Dynamics data released on February 6, 2026. The report marks a 27% year-over-year decline in Tesla’s European registrations, while Ford sold 274,278 EVs versus Tesla’s 236,357. Ford’s growth of 56% in 2025 was driven by strong sales of the新款 ID.7. The European EV registry rose 29% in 2025, compared with 2.3% for all vehicles. The data covers 28 countries including Norway, Switzerland, and the UK. Tesla’s declining share follows a shrinking product lineup, competition from traditional and Chinese automakers, and consumer backlash tied to Elon Musk’s political endorsements. Tesla’s 2025 annual revenue fell 3% as the company shifts focus to Robotaxi expansion in the U.S. and the upcoming third-generation Optimus robot.