Ford’s electric vehicle sales dropped 69.6% year-over-year in the first quarter of 2026. The company sold 6,860 units during this period. This decline mirrored a 27% contraction in the overall U.S. EV market.
Cox Automotive described the downturn as a necessary reset following the expiration of nationwide federal incentives. Ford previously halted production of the F-150 Lightning as part of a broader strategic shift.
While the Mustang Mach-E remained a top 10 best-selling U.S. EV, it was outsold by the Toyota bZ and Hyundai Ioniq 5. The data indicates a challenging environment for legacy automakers' electrification efforts.