Overview
- Ford said Monday that U.S. sales fell 14.4% in April to 178,667 vehicles.
- All‑electric sales were 3,655 for the month, down about 25% from a year ago, and EV registrations have now fallen seven straight months.
- To spur demand, Ford brought back employee pricing on most 2025 and 2026 Ford and Lincoln models, and it is giving EV buyers a free Level‑2 home charger through July 6.
- Performance diverged by model as the gas Mustang rose 18% in April to 5,830 sales, while Mustang Mach‑E slipped to 2,670 and the F‑150 Lightning fell to 884.
- Longer term, Ford is restructuring its EV business after about $19.5 billion in charges and Model e losses, with a lower‑cost Universal EV platform slated to debut in 2027.