Ford's EV Sales Plunge 41% in Q2 As Legacy US Automakers Struggle With Weak Demand

Ford Motor Co. (NYSE: F ) reported a sharp drop in electric vehicle (EV) sales in the second quarter of 2026 amid a wider decline in EV sales reported by legacy automaker s in the U.S., like General Motors Co. (NYSE: GM ). In a report published on Thursday, Ford sold over 9,746 EVs in the U.S., which demonstrated a 40.7% YoY decline compared with second-quarter 2025’s 16,438 units. Ford’s YTD EV sales came in at 16,606 units this year, a 37.4% drop compared to last year’s 38,988 units in the first 6 months of 2025. Read Also: Gary Black Targets Elon Musk's Self-Driving Efforts as Rivian Stock Rally Shows no 'Newfound Infatuation' with Autonomous Vehicles, FSD The Detroit-based automaker sold 7,032 units of the Mustang Mach-E, a 30.9% decline compared to last year’s 10,178 units. The F-150 Lightning EV Pickup truck, which was recently sunset, sold...