Ford EV Sales Crash 80% in Q3 Ahead of Fathom Launch — SkimNews
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- Ford's US EV sales dropped 80% in Q3 to just 6,047 units, with the F-150 Lightning collapsing 97% to only 289 trucks as the company phases out the current model.
- Total Ford US sales fell 6.6% to just under 510,000 vehicles, while total electrified sales (EVs plus hybrids) dropped 41.3% to 50,355 units.
- Mustang Mach-E sales fell 72.4% to 5,574 units, and the electric E-Transit van dropped 57% to just 184 units in Q3.
- The Fathom electric pickup will launch in early 2027 starting at $28,350 (under $30,000 with delivery), built on Ford's new Universal Electric Vehicle platform at the Louisville Assembly Plant.
- Ford aims to sell 100,000 Fathoms in its first year, per a Wall Street Journal report, a figure that would place it alongside the Tesla Model 3 and Model Y among top-selling US EVs.
- The Trump Administration ended the $7,500 federal EV tax credit last September, triggering a rush of buyers ahead of the deadline that has since reversed into a steep decline.
- Jim Farley acknowledged the scale challenge at the 2026 Automotive News Congress, saying 'It's going to be a heck of an effort to launch this at scale, at cost, on time.'
Why it matters: Ford's 80% Q3 EV collapse follows the expiration of the $7,500 federal tax credit and a 97% free-fall in F-150 Lightning sales, leaving the unproven Fathom pickup — targeting 100,000 first-year units at a $28,350 price point — as the company's bet to remain a credible EV maker against cheaper, faster-charging rivals and Tesla.
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