Ford Motor reported a 5% year-on-year increase in US vehicle sales in July to 198,313 units, outpacing industry growth estimates, but electric vehicle sales were largely unchanged from a year earlier.
The automaker sold 8,229 EVs last month, down 0.2% from July 2024. Mustang Mach-E sales rose 0.5% to 5,308 units, marking the model’s best July performance.
F-150 Lightning sales edged up 0.3% to 2,831 units, while E-Transit van deliveries fell 89% to 90 units. Through the first seven months of 2025, Ford’s EV sales are down 9.9% to 47,217 units.
Chief Executive Jim Farley said during the company’s second-quarter earnings call that Ford will reveal a new electric vehicle and platform on Aug. 11 in Kentucky.
The project, described by Farley as a “Model T moment,” will underpin a family of EVs focused on trucks and SUVs, using a low-cost platform and lithium iron phosphate (LFP) batteries to improve affordability and profitability. The first model, a mid-size pickup, is expected in 2027.