Ford Sold Just 1,355 EVs in October — Down 71% — and Zero F-150 Lightnings

Ford sold just 1,355 electric vehicles in the US in October 2026, down 71.2 percent from a year earlier, the company reported November 4. Hybrid sales fell 21 percent to 13,818, and total electrified-vehicle sales dropped 31.7 percent to 15,173. The month’s most striking line in Ford’s own release: F-150 Lightning sales were listed at zero.

The collapse is not a Ford-wide slump. Total Ford sales edged down just 0.8 percent to 174,123 units, because internal-combustion sales rose 3.6 percent to 158,950 and trucks grew 2.3 percent to 108,175. F-Series sales rose 8.2 percent to 73,482, Explorer sales surged 35.2 percent to 23,885, and the Mustang Mach-E fell 57.4 percent to 1,239. For the first ten months of 2026 Ford’s US sales are down 7.9 percent to 1.69 million, with electric-vehicle sales down 67.7 percent to 24,008.

The context is the post-tax-credit EV market. US electric-vehicle share has settled near 6 percent of retail sales since federal incentives expired, and buyers who do want an electric Ford are increasingly choosing the hybrid Maverick instead — its sales jumped nearly 60 percent in the third quarter. Ford’s answer is the Fathom, its affordable electric truck starting at $28,350 with pre-orders opening in the first quarter of 2027.

For shoppers, the October numbers cut two ways. Ford’s gas trucks and SUVs are selling well and carrying big incentives, while its electric lineup is effectively on pause until the Fathom arrives. A zero-sales month for the Lightning is the clearest sign yet that Ford’s first EV wave has run its course.