Ford‘s U.S. sales of fully electric vehicles fell 71.2% in October to 1,355 units, and its hybrid sales dropped 21% to 13,818, as discontinued models weighed on both lineups.
The Mustang Mach-E accounted for 1,239 of the electric vehicles, down 57.4% from 2,906 a year earlier, and the F-150 Lightning recorded no sales, compared with 1,543 in October 2025, according to sales figures Ford published on Wednesday.
Total electrified sales, combining EVs and hybrids, fell 31.7% to 15,173 vehicles from 22,207. That was 8.7% of the 174,123 vehicles Ford Motor Co. sold in the U.S. in October, down from 12.6% a year earlier.
Overall sales slipped 0.8% from 175,584. Sales of non-electrified vehicles rose 3.6% to 158,950, offsetting most of the electrified decline, based on Ford’s figures.
EV Sales Below 1% of the Total
EVs made up 0.8% of Ford’s October U.S. sales, down from 2.7% a year earlier, when it sold 4,709.
The E-Transit electric van made up the other 116 EVs, down 55.4% from 260.
Ford has ended production of the all-electric F-150 Lightning. Its sales total for the year stood at 4,770 at the end of October, unchanged from September, down 80.6% from 24,577 in the first 10 months of 2025.
October 2025 was also the first month after the federal EV tax credit of up to $7,500 expired on September 30, 2025, so the year-earlier comparison already reflected weaker EV demand.
The October drop continues a slide that extended to a seventh straight monthly decline in April.
Hybrids Hit by Escape and Corsair
The 21% fall in hybrid sales came as Ford wound down production of the Escape compact SUV and the Lincoln Corsair, both of which offered electrified versions.
Escape sales fell 98.6% to 150 units from 10,689, and the Corsair recorded no sales, compared with 2,197 a year earlier. Excluding the two models, sales of the rest of Ford’s lineup rose 6.9%.
The Maverick compact pickup, which is offered with hybrid and gasoline powertrains, set an October sales record, rising 3.4% to 11,466. Ford’s monthly table does not separate hybrid and gasoline versions of the same nameplate.
In the third quarter, Ford sold a record 27,793 Maverick hybrids, up 59.6% from a year earlier, taking the model’s hybrid total for the first nine months to 74,300, the company said in its quarterly sales release on October 2.
Ford also sold 34,527 F-150 hybrids from January through September, according to the same release.
Ford’s total third-quarter U.S. sales fell 6.6% to 509,764 vehicles. “We delivered a solid quarter and continued to gain retail share adjusted for the planned sunset of Escape and Corsair,” Andrew Frick, President of Ford Blue and Model e, said then.
Trucks and Large SUVs
F-Series sales rose 8.2%, the pickup’s best October since 2019, as production recovered from an aluminum supply shortage linked to fires at supplier Novelis, CBT News reported.
Explorer sales jumped 35.2% to 23,885, and the Expedition rose 57% to 8,546. Ford’s large SUVs had their best October results since 2002.
Truck sales overall rose 2.3% to 108,175, while SUV sales fell 4.7% to 62,856 and car sales dropped 19.6% to 3,092.
At Lincoln, sales fell 1.6% but rose 35% excluding the Corsair. The Nautilus, which is offered with a hybrid powertrain, rose 51% for its best October since 2007.
Year-to-Date Slide
From January through October, Ford’s U.S. sales fell 7.9% to 1,690,402 vehicles. EV sales fell 67.7% to 24,008 from 74,309, and hybrid sales fell 19.8% to 152,448 from 190,196.
Mach-E sales for the period totaled 18,445, down 58.9%, and E-Transit sales fell 83.7% to 793. Electrified models made up 10.4% of Ford’s U.S. sales, down from 14.4% a year earlier.
Ford built 3,037 Mach-Es at its Cuautitlán plant in Mexico in October, bringing production for the year to 29,772, and reported U.S. gross stock of about 4,300 Mach-Es at the end of the month. The plant also supplies markets outside the U.S.
Model e Losses Narrow
The sales figures follow third-quarter results in which Ford’s Model e electric vehicle unit lost $1.06 billion before interest and taxes, a 25% improvement from a year earlier.
Model e revenue fell 31% to $1.2 billion, and its wholesale shipments dropped 31% to 34,000 vehicles, Ford said on October 28. The company expects Model e losses of about $4 billion for the full year.
Ford Blue, the unit that builds gasoline and hybrid vehicles, earned $1.39 billion, down 10%.
“Ford delivered a strong quarter as we’re entering a defining phase of the company’s transformation,” President and Chief Executive Officer Jim Farley said at the time.
Three Models Discontinued
Three of the models that drove Ford’s electrified sales have been discontinued, and their absence accounts for much of the October decline.
The F-150 Lightning was Ford’s electric full-size pickup. Ford said in December 2025 that it would end production of the battery-electric version and develop an extended-range electric successor, which uses a gasoline engine as a generator to charge the battery.
The Escape compact SUV, sold with gasoline, hybrid and plug-in hybrid powertrains, and its Lincoln sibling, the Corsair, were built at Ford’s Louisville Assembly Plant in Kentucky. Ford ended their production there to retool the plant for its new electric pickup.
Together, the three models sold 42,160 vehicles in the U.S. in the first 10 months of 2026, down 75.5% from 171,997 a year earlier. In October, they sold 150.
The Upcoming EV Pickup
Ford’s next EV push rests on its Universal EV platform, which will underpin a lineup of lower-cost electric vehicles built at the same Louisville plant.
The first model, the Fathom midsize electric pickup, will start at $28,350, or $29,945 including a $1,595 destination charge. Ford has said the first units will be built in Louisville, with launch targeted for the fourth quarter of 2027.
Ford said in October that the Fathom will be able to supply more than 10 kilowatts of power to a home.
Across the U.S. market, hybrids made up 18.6% of October retail sales, up 4 percentage points from a year earlier, while EVs were expected to account for 6.9%, according to preliminary GlobalData estimates.
