The Investor
02 Sep 2026, 18:07
Ford U.S. Sales Fall 10.3% in August as EV Demand Plunges Nearly 80%
Ford Motor Company reported a sharp decline in U.S. vehicle sales in August 2026, with total sales falling 10.3% year over year to 170,681 vehicles from 190,206 a year earlier. Year-to-date sales reached 1.35 million vehicles, down 9.8% from the same period in 2025.
The biggest weakness came from Ford’s electrified portfolio. Total electrified vehicle sales dropped 41.5% to 17,237 units in August, while fully electric vehicle sales plunged 79.4% to just 2,197 units from 10,671 a year earlier. Hybrid sales were also under pressure, falling 19.9% to 15,040 vehicles. Year to date, EV sales are down 64%, while hybrid sales have declined 20.4%.
Internal-combustion vehicles performed considerably better but still recorded a decline. Ford sold 153,444 gasoline and diesel vehicles during August, down 4.6% year over year. That helped cushion the much steeper contraction in electrified vehicles.
By vehicle category, SUVs were the main source of weakness, with sales falling 23.3% to 62,538 units. Truck sales proved significantly more resilient, slipping just 0.9% to 104,496 vehicles and accounting for roughly 61% of Ford’s total August sales. Cars were the only category to record growth, rising 12.7% to 3,647 units, although they remain a relatively small part of Ford’s overall business.
The August figures highlight a difficult sales environment for Ford, particularly within its electric vehicle portfolio. The nearly 80% collapse in monthly EV sales stands out as the most significant weakness, while relatively stable truck demand provided an important offset. With total year-to-date sales down 9.8%, Ford will need stronger performance in the remaining months of 2026 to narrow its full-year decline.
Ford Motor Company reported a sharp decline in U.S. vehicle sales in August 2026, with total sales falling 10.3% year over year to 170,681 vehicles from 190,206 a year earlier. Year-to-date sales reached 1.35 million vehicles, down 9.8% from the same period in 2025.
The biggest weakness came from Ford’s electrified portfolio. Total electrified vehicle sales dropped 41.5% to 17,237 units in August, while fully electric vehicle sales plunged 79.4% to just 2,197 units from 10,671 a year earlier. Hybrid sales were also under pressure, falling 19.9% to 15,040 vehicles. Year to date, EV sales are down 64%, while hybrid sales have declined 20.4%.
Internal-combustion vehicles performed considerably better but still recorded a decline. Ford sold 153,444 gasoline and diesel vehicles during August, down 4.6% year over year. That helped cushion the much steeper contraction in electrified vehicles.
By vehicle category, SUVs were the main source of weakness, with sales falling 23.3% to 62,538 units. Truck sales proved significantly more resilient, slipping just 0.9% to 104,496 vehicles and accounting for roughly 61% of Ford’s total August sales. Cars were the only category to record growth, rising 12.7% to 3,647 units, although they remain a relatively small part of Ford’s overall business.
The August figures highlight a difficult sales environment for Ford, particularly within its electric vehicle portfolio. The nearly 80% collapse in monthly EV sales stands out as the most significant weakness, while relatively stable truck demand provided an important offset. With total year-to-date sales down 9.8%, Ford will need stronger performance in the remaining months of 2026 to narrow its full-year decline.
