Ford EV Sales Crater as Mach-E Loses Half Its Volume
While rising gas prices seem to have bolstered electric vehicles sales right when they were needed most, Ford's electrified push hit a wall last month. The automaker's EV sales collapsing nearly 75 percent in July and its broader electrified lineup sliding into a steep summer decline.
Overall Ford sales in the United States fell 10.2 percent in July compared to the same month last year. The scale of the electric and hybrid retreat, however, points to demand problems that run deeper than a single soft month.
Sales of Ford's electrified vehicles fell 40.3 percent in July, from 27,042 units a year earlier to just 16,151. That total broke down into 2,065 EVs, a 74.9 percent decline, and 14,086 hybrids, down 25.1 percent from the 18,813 moved in July 2025. Year-to-date figures tell a similar story. Through the first half, Ford sold just 18,671 EVs in the US, a 60.5 percent drop, while hybrid sales fell 20.5 percent to 108,408 vehicles.
The Mustang Mach-E, the nameplate Ford has leaned on as its mainstream EV, took an outsized hit. Just 1,863 units were delivered in July, down 64.9 percent year-over-year. Across the first half of the year, Mach-E sales fell 50.2 percent, from 27,093 to 13,495. As a result, Ford has moved only 13,495 Mustang Mach-Es in the US this year, roughly half the volume it managed over the same stretch a year ago.
The F-150 Lightning, whose production Ford ended last December, continues to work through remaining inventory. The automaker has sold 4,622 units this year, down 70.9 percent, with only 141 moving in July, a 95 percent collapse. The commercial-focused E-Transit fared no better. Just 554 have been sold this year, an 87 percent drop from 4,264, and only 61 left dealers in July, down 32.2 percent.
The weakness extends beyond the electrified range. Escape sales fell 71.5 percent year-to-date to 26,736 units following the end of its production late last year. Meanwhile, Expedition sales dropped 22.9 percent in July, and the Ranger slipped 2.5 percent for the month. The Mustang, in contrast, was down 19.5 percent last year but has recovered, now up 15.7 percent this year.
Lincoln has absorbed part of the damage as well. The luxury brand's year-to-date sales are down 12.6 percent to 55,099 units, dragged lower by a 46.2 percent decline for the Corsair, which has shifted just 8,148 units this year.
The numbers arrive even as Ford has deployed employee pricing across its lineup to prop up demand, a program that so far has not been enough to reverse the broader downturn. The combination of discontinued nameplates working through inventory, a Lightning that no longer has a production pipeline, and a Mach-E shedding buyers therefore leaves Ford's electrified strategy under visible strain as it heads into the second half of the year.
Whether the July figures mark a trough or the start of a longer slide will depend on how quickly Ford can stabilize a lineup that has seen its EV volume fall by more than half in six months.
More by Marcus Lewinsky
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