Ford’s EV sales have slumped dramatically, with July figures showing a 74.9% drop in electric vehicle deliveries compared with the same month last year.
July numbers reveal sharp decline in electrified lineup
According to the latest sales report, total electrified vehicle sales fell from 27,042 units in July 2025 to 16,151 in July 2026, a reduction of 40.3%. The decline was driven primarily by a plunge in pure‑electric models, which slipped to 2,065 units, and a 25.1% dip in hybrids that sold 14,086 units.
Ford’s flagship electric SUV, the Mustang Mach‑E, recorded just 1,863 sales in July, down 64.9% from the previous year. Year‑to‑date totals for the Mach‑E stand at 13,495 units, a 50.2% decline from the same period in 2025. The data shows a broader trend affecting the company’s EV portfolio.
The E‑Transit van saw its sales tumble to 61 units in July, a 32.2% drop from June and an 87% reduction compared with the full year before. Overall, only 554 E‑Transit vans have been sold this year.
Ford’s discontinued electric pickup, the F‑150 Lightning, also suffered, with July sales of 141 units—a 95% decline from the previous month and a 70.9% drop year‑to‑date. The combined effect of these underperforming models contributed to the broader 10.2% decline in total U.S. sales for the month.
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Hybrid models and traditional trucks also feel the pressure
Hybrid vehicle sales have not been immune. Through the first half of 2026, Ford sold 108,408 hybrids, down 20.5% from the same period in 2025. The most notable hybrid decline came from the Escape, which posted a 71.5% year‑to‑date drop to 26,736 units after production ended late last year.
Conventional trucks recorded a modest 2% decrease in July, with total truck sales slipping to 107,087 units from 109,510 a year earlier. Nevertheless, the overall vehicle mix shows a shift away from both electrified and traditional segments.
Ford’s internal‑combustion models still dominate the market, but they too fell 5.2% in July, delivering 153,800 units versus 162,271 in July 2025. The combined effect across all categories produced a 10.2% total sales decline for the month.
While the numbers paint a bleak picture, it is plausible that Ford’s recent production adjustments and pricing strategies could stabilize the situation if consumer confidence in EVs rebounds. The company’s ability to align inventory with demand will be critical, especially as competitors continue to expand their electric offerings.
Looking ahead, the company faces the challenge of reviving interest in its electrified lineup while managing the phase‑out of models like the Lightning. Analysts will be watching upcoming quarterly reports for any signs of recovery, particularly in segments where Ford still holds a sizable market share.