Ford’s U.S. Electric Vehicle Sales Fell 71.2 Percent in October

The Mustang Mach-E accounted for most of the remaining volume, with 1,239 deliveries, while the E-Transit van and the F-150 Lightning added little or no sales.

EV.com Staff

November 13, 2026 | Updated 09:09, November 13, 2026

2 min read

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Ford sold 1,355 electric vehicles in the United States in October, down 71.2 percent from 4,709 a year earlier.

The Mustang Mach-E accounted for most of the remaining volume, with 1,239 deliveries, while the E-Transit van and the F-150 Lightning added little or no sales.

Battery-electric sales fell even as overall volume was nearly flat

Ford’s total U.S. sales were 174,123 vehicles in October, down 0.8 percent from 175,584 a year earlier. Internal combustion models rose 3.6 percent, to 158,950.

Electric vehicles were the steepest decline in the propulsion mix, according to Ford.

Through the first 10 months of 2026, Ford sold 24,008 electric vehicles in the United States, down 67.7 percent from 74,309 in the same period last year. Hybrid sales also fell, to 13,818 in October, down 21.0 percent, leaving Ford’s broader electrified total at 15,173, down 31.7 percent. Ford’s year-to-date U.S. volume was 1,690,402 vehicles, down 7.9 percent from 1,834,492.

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The Mustang Mach-E made up most of Ford’s remaining EV volume

Mustang Mach-E sales fell 57.4 percent in October, to 1,239 from 2,906 a year earlier. Year-to-date sales were 18,445, down 58.9 percent from 44,868.

The E-Transit electric van recorded 116 U.S. sales, down 55.4 percent from 260, and 793 through October, down 83.7 percent from 4,864. Ford recorded no F-150 Lightning sales in October, compared with 1,543 a year earlier, after production of the current-generation electric pickup ended in December 2025. Lightning sales through October were 4,770, down 80.6 percent from 24,577.

The broader Transit lineup still grew, with 14,169 sales, up 7.8 percent. F-Series sales rose 8.2 percent, to 73,482.

Mach-E production continued in Mexico

Ford’s sales release shows that the Cuautitlan plant in Mexico built 3,037 Mustang Mach-E vehicles in October, after 1,761 in September. Gross stock of the Mach-E in the United States stood at 4,300 units at the end of the month.

The figures cover U.S. sales reported by Ford on November 4. They do not include a comment from the company on demand, pricing or the outlook for its remaining electric models.

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