Ford’s electric vehicle sales plunge 41% in second quarter
by The Washington Times AI News Desk · The Washington TimesFord Motor Co. reported a 10.3% drop in U.S. vehicle sales for the second quarter, dragged down by a steep decline in electric vehicle demand and ongoing supply problems for its top-selling F-Series trucks.
The Dearborn, Michigan-based automaker sold 549,200 vehicles during the quarter, down from 612,095 units a year earlier, according to CBT News. Ford’s pure electric vehicle sales fell 40.7% compared with the same period last year, with the Mustang Mach-E dropping 30.9% and the F-150 Lightning down 58.6%.
Sales of Ford’s F-Series trucks, including the F-150, slipped 11% for the quarter. The company attributed the decline to production timing issues stemming from an aluminum supplier that was forced to restart operations after two separate fires late last year disrupted its supply chain.
“Although customer demand remains high, first-half F-Series sales reflect a retiming of commercial production following last year’s aluminum supply shortages,” the company said in its release. “Ford expects supply to recover more fully in the second half of the year.”
Despite the declines, the F-Series remained America’s best-selling truck through the first half of the year, and Ford said its estimated June retail market share rose 0.2 percentage points to 12.3%.
For the first half of 2026, Ford has sold just over 1 million vehicles, a 9.6% decrease from the 1.1 million sold during the same period in 2025. The results came in slightly better than a projected 11.5% decline from Cox Automotive.
Ford’s electric vehicle struggles are not new. In December, the automaker disclosed in an SEC filing that it expected to record roughly $19.5 billion in special charges tied to a rationalization of its EV manufacturing plans, after its Model e division posted EBIT losses of $4.7 billion in 2023 and $5.1 billion in 2024. Ford CEO Jim Farley said at the time the company was shifting course “instead of plowing billions into the future knowing these large EVs will never make money,” pivoting toward hybrid and extended-range models, according to Inc.
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