Despite sales in the US rising 9%, Ford’s (F) EV sales remained flat in July. Ford says the Mustang Mach-E is back on track, but CEO Jim Farley promises the company will reveal its next “breakthrough” EV in just a few days.
Ford’s US sales rise in July, but EV growth remains flat
Ford sold a total of 198,313 vehicles in the US in July, up 5% year-over-year (YOY). Although it outpaced the estimated industry average of about 5%, Ford’s electric vehicle sales fell a modest 0.2%.
With 5,308 Mustang Mach-Es sold last month, Ford said the electric SUV had its best July ever and is now ahead of its 2024 pace. The Mach-E was hit with a recall earlier this year, affecting nearly 200,000 models in the US.
Overall, Ford sold a total of 8,229 EVs in July, down slightly from the 8,242 it handed over last year. F-150 Lightning posted slightly higher sales (0.3%) with 2,831 units sold.
Meanwhile, sales of the E-Transit electric van continued slipping with only 90 units sold last month, a decrease of 89% from July 2024.
With 47,217 units sold through the first seven months of 2025, Ford’s EV sales are down 9.9% compared to the same period in 2024.
During Ford’s second-quarter earnings call on Wednesday, Farley announced that the company would unveil “plans to design and build a breakthrough electric vehicle and platform in the US.”
Farley called it “a Model T moment” for Ford, adding that it will offer “a chance to bring in a new family of vehicles” with advanced tech, efficiency, space, and features.
Rather than competing with Japanese and South Korean brands in the mass-market EV market, Ford will focus on what it does best — trucks and SUVs. Ford is developing a new, low-cost EV platform and plans to manufacture LFP batteries in Michigan, enabling more affordable and profitable electric models.
The first electric model built on Ford’s new platform is expected to be a mid-size pickup truck, set to arrive in 2027. Ford will reveal more about its big EV plans on August 11 in Kentucky.
Following the success of its “From America, For America” campaign, which offered employee pricing to all, Ford launched a new promotion in July, “Triple Zero.” The new campaign offers $0 down, 0% interest, and zero payments for the first 90 days.
Looking to test one out for yourself? You can use our links below to find deals on the Mustang Mach-E and F-150 Lightning at a dealer near you.
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