Ford US EV sales fall 80% in Q3 as firm prepares sub $30,000 Fathom pickup for 2027
By Eve
Ford sold 6,047 electric vehicles in the United States during the third quarter, an 80% decline year on year, as it wound down the current F-150 Lightning. Mustang Mach-E deliveries dropped from over 20,000 units in Q3 2024 to 5,574, while E-Transit van sales fell to 184. The automaker is now preparing the Ford Fathom pickup, priced below $30,000 including delivery, for launch in early 2027.
Why it matters
The sharp contraction in Ford's EV volumes underscores the pressure on legacy manufacturers to deliver affordable models that can compete with lower cost entrants. Success of the sub $30,000 Fathom will be critical for Ford's electrification strategy and may influence fleet procurement decisions if the truck meets commercial durability standards.
Source
- Original title
- “Ford's EV sales crater 80%, putting big pressure on its under-$30,000 Fathom pickup”
- Published
- 7 October 2026
In this story
- Topic
- Electric Vehicles
- Place
- United States
- Tag
- Ford
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