Ford's Overall Sales Climb While EV Numbers Drop

Chris Teague
by Chris Teague

ford s overall sales climb while ev numbers drop

Ford has invested billions in its electrification efforts, but the automaker might not see a return on that money for quite some time. Though it reported a significant jump in sales in the second quarter of this year, the company’s EV sales have fallen slightly.

Ford reported second-quarter sales growth of 9.9 percent from a year before and noted that year-to-date sales were up 10 percent. At the same time, Ford’s EV sales declined by 2.8 percent, driven by a more than 21 percent decline in Mustang Mach-E sales and a 3.8 percent drop in E-Transit numbers.

If EVs aren’t driving Ford sales, what is? If you guessed trucks, you’d be right. The Blue Oval’s truck sales jumped 34 percent in the second quarter and almost 25 percent from the first quarter of the year. Ford moved 246,155 trucks in the second quarter, outselling all of its rivals and helping it retain the title of the best-selling truck maker in the United States.

Though Ford truck sales jumped 26.2 percent, the company’s SUVs also saw double-digit increases. The automaker said that the supply of the Mustang Mach-E is improving and noted that F-150 Lightning inventory is on the rebound following a battery fire issue that temporarily halted production.

Ford’s sales report isn’t that surprising, given the state of EV infrastructure in this country and the additional costs of buying electric. The F-150 Lightning is an impressive electric truck, but it’s significantly more expensive than a comparable gas-powered F-150, making it a tough sell in many parts of the country. General Motors is in a similar boat, though it also reported a strong sales gain of 19 percent during the same time. 

[Image: Ford]

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4 of 27 comments
  • Carlson Fan Carlson Fan on Jul 10, 2023

    "The F-150 Lightning is an impressive electric truck,"

    Really? Explain that one. There isn't one thing in that whole truck that I find innovative which explains the dismal performance. They basically took and F150 chassis and stuck some electric motors and a big heavy battery on it. Have you looked at the pictures of what's underneath some of the pretty plastic covers. Looks like a hot mess of engineering to me. The word "ugly" comes to mind.

    They will never sell these over-priced under performing road disasters in any numbers. Start over with a clean slate and build an EV PU aimed at the WT market. With current battery tech,. & charging infrastructure that is the only market worth pursuing right now.

    • VoGhost VoGhost on Jul 11, 2023

      Ford is doing exactly that. The Lightening is just a stopgap until they've finished engineering the new model.

  • Doug brockman Doug brockman on Jul 10, 2023

    I have no clue

    but if its EV like Tesla reflect that stacked against the sales of cumulative ICE vehicles its a meaningless drop in the bucket

    • VoGhost VoGhost on Jul 11, 2023

      The past is in the past. Today, the best selling vehicle in the world is the Tesla Model Y. America is back, baby!

  • Dusterdude The "fire them all" is looking a little less unreasonable the longer the union sticks to the totally ridiculous demands ( or maybe the members should fire theit leadership ! )
  • Thehyundaigarage Yes, Canadian market vehicles have had immobilizers mandated by transport Canada since around 2001.In the US market, some key start Toyotas and Nissans still don’t have immobilizers. The US doesn’t mandate immobilizers or daytime running lights, but they mandate TPMS, yet canada mandates both, but couldn’t care less about TPMS. You’d think we’d have universal standards in North America.
  • Alan I think this vehicle is aimed more at the dedicated offroad traveller. It costs around the same a 300 Series, so its quite an investment. It would be a waste to own as a daily driver, unless you want to be seen in a 'wank' vehicle like many Wrangler and Can Hardly Davidson types.The diesel would be the choice for off roading as its quite torquey down low and would return far superior mileage than a petrol vehicle.I would think this is more reliable than the Land Rovers, BMW make good engines.
  • Lorenzo I'll go with Stellantis. Last into the folly, first to bail out. Their European business won't fly with the German market being squeezed on electricity. Anybody can see the loss of Russian natural gas and closing their nuclear plants means high cost electricity. They're now buying electrons from French nuclear plants, as are the British after shutting down their coal industry. As for the American market, the American grid isn't in great shape either, but the US has shale oil and natural gas. Stellantis has profits from ICE Ram trucks and Jeeps, and they won't give that up.
  • Inside Looking Out Chinese will take over EV market and Tesla will become the richest and largest car company in the world. Forget about Japanese.