Ford EV Sales Fall 71% in US in October
Ford's battery-electric vehicle sales in the United States dropped 71.2 percent in October 2026 compared with the same month a year earlier.
Updated on Nov. 10, 2026 in Electric Vehicles
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Ford sold 1,355 battery-electric vehicles in the United States in October 2026, down from 4,709 in October 2025, a decline of 71.2 percent. Mustang Mach-E deliveries fell 57.4 percent to 1,239 units, while the F-150 Lightning recorded no U.S. sales that month.
Why it matters
The sharp drop shows how weakening demand for electric vehicles is hitting one of the largest automakers in the country. Ford's overall U.S. sales slipped only 0.8 percent, indicating the slump is concentrated in its electric lineup.
Ford's U.S. E-Transit sales fell 55.4 percent to 116 units, and the F-150 Lightning recorded no sales in October 2026 after production ended in December 2025. Overall Ford U.S. sales slipped 0.8 percent to 174,123 vehicles, while F-Series sales rose 10.7 percent to 73,482.
The players
Ford Motor Company
Ford is a Detroit-based automaker that has sold electric vehicles including the Mustang Mach-E and F-150 Lightning, and is developing the Fathom electric pickup.
Fadi Mawal
Fadi Mawal is the president of Ford Australia, who said the Mustang Mach-E's price is limiting its competitiveness in that market.
The details
Ford's battery-electric sales declined across its U.S. lineup, led by the Mustang Mach-E and the F-150 Lightning, which had ended production in December 2025. The company's F-Series trucks grew sharply in the same month, highlighting a split between gas-powered and electric demand.
Timeline
October 2025: Baseline month of 4,709 Ford U.S. battery-electric sales.
December 2025: Ford ended production of the current-generation F-150 Lightning.
October 2026: Month in which Ford's U.S. battery-electric sales fell 71.2 percent.
Roadmap
Ford's projected operating loss of about $4.0 billion in its Model e division for 2026 frames the October sales drop as part of a broader strain on its electric business. The company is also reviewing EV profitability in Europe as it weighs future electric programs.
Buyers considering a Mustang Mach-E or F-150 Lightning now face shrinking dealer availability for these electric models. Shoppers in the U.S. may find more Ford choice in gas-powered F-Series trucks than in battery-electric options.
The takeaway
Electric vehicle buyers should compare the actual pricing and availability of models in their region before committing, since sales and model support are shifting quickly across the industry.
What happens next
Ford's Fathom electric pickup is scheduled for customer deliveries in late 2027, with pricing starting at $US28,350.
Further reading
For related coverage, explore more Electric Vehicles news and analysis.
Source note: This article includes information reported by GoAuto.
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