Ford sold 170,681 vehicles in August, a 10.3 percent year-over-year decline and the company’s eighth straight monthly drop, and its own sales data show EV demand fell 79.4 percent even as F-150 and Super Duty production climbed to multi-year highs, according to Ford’s own August 2026 U.S. sales release.

Key Points

• Total Ford sales fell to 170,681 units in August, down 10.3 percent from a year earlier — Ford’s eighth consecutive month of year-over-year declines — per Ford’s own sales report.
• Year-to-date sales through August sit at 1,347,147 vehicles, down 9.8 percent versus the same period in 2025, the same release shows.
• Electric vehicle sales collapsed to just 2,197 units in August, down 79.4 percent year-over-year, while combined electrified sales (EVs plus hybrids) fell 41.5 percent to 17,237 units, according to Ford’s own figures.
• The F-150 Lightning, Ford’s electric pickup, sold only 148 units in August — a 95.4 percent plunge from a year earlier — while hybrid sales also slid 19.9 percent to 15,040 units, per the same report.

What the Data Shows

• Even as EV demand craters, gas and hybrid trucks are surging: Ford’s Super Duty line built roughly 39,000 units in August, its strongest month since March 2006 — a 20-year high — according to CBT News, citing Ford production data.
• Ford’s own release shows Super Duty production has reached 250,870 units and F-150 production 404,830 units for the January-through-August period this year.
• The truck rebound follows a supply disruption at aluminum supplier Novelis, whose Oswego, New York, plant caught fire twice in the fall of 2025, halting shipments for roughly nine months before the plant restarted in June 2026 — a disruption Ford has estimated will cost it $1.5 billion this year, per CBT News’ reporting.
• Yahoo Finance reports Ford may need to “rethink how aggressively it spends on electric capacity” if the EV slide continues into the fall, calling the August EV number “the most important figure for investors” in the release.
• Despite the production surge, CBT News reports Ford dealers are still sitting on only about 40 days’ supply of pickups, below the automaker’s 50-to-60-day target, with Ford expecting inventory to normalize over the next 30 to 90 days.

Ford’s swing back toward trucks and away from EVs mirrors a broader reset happening across Detroit, as automakers recalibrate how fast the electric transition is actually moving on American roads versus how fast they originally bet it would. For Ford specifically, the math is stark: its most profitable vehicles are selling faster than the factories can restock them, while the electric lineup it spent billions developing is struggling to find buyers even with production capacity sitting largely idle.