Ford EV Sales Plunge 69.6% in Q1 2026
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- Ford's overall EV deliveries fell 69.6% in Q1 2026, plunging from 22,550 units in Q1 2025 to just 6,860 units.
- Mustang Mach-E sales dropped 60.4% year-over-year, from 11,607 units in Q1 2025 to 4,600 in Q1 2026, with the article citing the loss of the $7,500 federal tax credit as a key factor.
- F-150 Lightning deliveries fell 71.3%, from 7,187 in Q1 2025 to 2,060 in Q1 2026, as Ford moves to discontinue the model entirely.
- Ford E-Transit sales collapsed 94.7%, tumbling from 3,756 units in Q1 2025 to just 200 in Q1 2026 despite 34,248 overall Transit sales.
- Ford's gas-powered models dwarfed its EVs in Q1 2026, with the Explorer selling 61,387 units, the Bronco 31,197, the Expedition 17,554, and the Escape 12,397 — all outselling the entire Ford EV lineup combined many times over.
Why it matters: The losses aren't isolated — every Ford EV model posted a double-digit percentage decline, with the E-Transit's 94.7% crash suggesting Ford is losing commercial and fleet customers it had already converted. By discontinuing the F-150 Lightning, Ford is effectively conceding the electric truck segment it helped pioneer, and the article notes the company has no clear path to revive demand for its remaining EV models.
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