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Ford Sales Dip 0.8% as Escape Production Ends

Ford's October U.S. sales slipped slightly as the Escape and Corsair ended production, while F-Series and large SUVs posted gains.

Updated on Nov. 4, 2026 in Buying/Selling

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Ford's U.S. sales slipped 0.8% year-over-year in October to 174,123 vehicles as production of the Escape and Lincoln Corsair ended. AI Illustration. Upload story photo >

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Ford Motor Co. reported U.S. sales down 0.8% year-over-year in October 2026, selling 174,123 vehicles. The decline was offset in part by a 6.9% rise in combined deliveries across its remaining lineup.

Why it matters

The drop reflects the end of production for the Ford Escape and Lincoln Corsair, shifting volume toward other models. Results also show how supply recovery and the expiration of the federal EV tax incentive are reshaping the company's mix.

Ford's F-Series posted its best October since 2019, up 8.2%, and Ford brand large SUVs rose more than 25%, their best results since 2002. Ford EV sales fell 71% year-over-year after the federal EV tax incentive expired.

The players

Ford Motor Co.

Ford is a Dearborn, Michigan-based automaker that sells trucks, SUVs and electric vehicles across the United States and globally.

Novelis Inc.

Novelis is an aluminum rolling company that supplies sheet metal to automakers, and its plant fires last fall disrupted Ford's F-Series output.

The details

F-Series production recovered from an aluminum shortage caused by fires at Novelis Inc. last fall. Maverick sales set an October record, up 3.4%, with hybrid versions rising 38%, while Ranger fell 27% and Mustang coupe fell 20%.

Timeline

  1. October 2025: Federal EV tax incentive expired, the first month without it.

  2. Fall 2025: Fires at Novelis Inc. caused an aluminum shortage.

  3. October 2026: Ford reported U.S. sales results for the month.

  4. November 4, 2026: Ford announced October sales figures.

  5. January 2027: General Motors and Stellantis are expected to report fourth-quarter sales.

Roadmap

The expiration of the federal EV tax incentive has reset electric vehicle demand, with Ford EV sales down 71% in October as buyers adjust to higher effective prices. The shift lands as automakers balance gasoline trucks and SUVs against a slower transition to electric models.

Buyers considering a Ford Escape or Lincoln Corsair will find those models no longer in production, so shoppers may need to look at remaining lineup options. Anyone eyeing an electric Ford should note EV sales fell sharply after the federal tax incentive ended.

The takeaway

Shoppers should compare current incentives and remaining model availability before buying, since production changes and tax policy shifts can move prices and selection quickly. Checking dealer inventory for the F-Series or Maverick may help when looking for in-stock options.

What happens next

General Motors and Stellantis are scheduled to report fourth-quarter sales in January 2027, offering a broader comparison to Ford's results.

Further reading

Explore more on Buying/Selling to see how sales trends shape car shopping.

Source note: This article includes information reported by The Detroit News.

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