Hybrid Sales Were Strong, Too
Ford has a limited and aging EV lineup, but there’s still strong demand for what the Blue Oval has got. The automaker just recorded its best August for EV sales yet, with combined sales of the Mustang Mach-E, F-150 Lightning, and E-Transit totaling 10,671 units, representing a 19.3% increase over August 2024. It capped off a generally strong month for the automaker.
EV sales growth was driven by the Mach-E, which had its best sales month since arriving in showrooms in late 2020. Ford sold 7,226 of the electric crossovers last month, a 35.3% increase from August 2024. The Lightning racked up 3,217 sales—a 21% increase—but E-Transit sales nosedived by 76%, with just 228 of the vans sold in August.
Aging Lineup Isn’t An Issue
The Mach-E and Lightning were well-received when they launched, but it’s impressive to see that enthusiasm apparently hold up after the initial hype dissipated. Ford has given the Mach-E regular updates, including a 2025-model-year refresh that added a standard heat pump, BlueCruise driver-assist tech, while also lowering the price. The Mexico-built Mach-E actually got cheaper this year despite new tariffs.
August was an overall good month for green cars at the Blue Oval. Hybrid sales were up 14.5%, with 18,773 units shifted. Ford doesn’t break out hybrid sales from its other internal-combustion vehicles, so it’s unclear which hybrid models sold the best. But the numbers Ford did release show a 16.2% year-over-year increase for all electrified models—including EVs, hybrids, and plug-in hybrids—with 29,444 units sold.
But A Demand Bubble Might Be
Ford
The surge in EV sales may be partly explained by the impending demise of the $7,500 federal EV tax credit, which expires September 30. That may be encouraging shoppers who were on the fence about getting an EV to commit in order to get the credit. General Motors, Hyundai, and Kia also reported high EV sales for the month of August, but it’s possible this trend will run its course soon.
Ford also can’t rely on the Mach-E and Lightning indefinitely. The automaker has shuffled plans for additional EVs, pushing back a second-generation electric pickup truck and a related three-row SUV in favor of a small electric pickup targeting a $30,000 base price, and due to arrive in 2027.
