Ford’s latest sales report shows gas Mustang soaring as EV sales collapse across several models
Gas Mustang sales surged sharply in February 2026.
Explorer, Bronco delivered strong double-digit growth.
Lincoln brand sales increased solidly for the month.
As 2026 continues on, Ford is noticing a very clear trend. Its gas-burning cars are doing well while its EVs are flailing. In February, the gas-powered Mustang surged by more than 50 percent, while several of Ford’s EVs experienced steep declines, including the Mustang Mach-E. Here’s a breakdown of all the figures.
According to Ford’s official sales release, the traditional Ford Mustang posted 4,313 sales in February 2026, a 54.5 percent increase compared with the same month last year. Year-to-date sales are also up more than 52 percent, suggesting that demand for the latest S650-generation pony car remains strong.
Electric Sales Slide Accelerates
On the flip side, Ford’s electric Mustang counterpart saw a dramatic drop. The Mustang Mach-E recorded just 1,502 sales, down 54.6 percent year-over-year. Its year-to-date numbers tell a similar story, with sales down 62.8 percent so far in 2026. Keep in mind that this is all happening in line with some major feature losses for the vehicle in question.
Ford US Sales February 2026
That said, the rest of the EV lineup isn’t exactly crushing it. Total electric vehicle sales fell 71 percent in February, dropping from 7,326 units last year to just 2,122. The decline isn’t limited to crossovers. Ford’s electric trucks are also struggling. The F-150 Lightning managed just 522 sales in February. That represents a 76.3 percent drop compared to the same month in 2025. Year-to-date sales are also down more than 71 percent.
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In case all of that wasn’t bad enough news, there’s the E-Transit to consider. Sales fell a staggering 94.6 percent year over year to just 98 units in February. In total, electrified vehicle sales, which include hybrids, fell almost 38 percent during the month. No doubt, some of that comes down to the lack of federal tax incentives. With that MSRP padding gone, shoppers exclusively looking for the lowest prices have little reason to consider an EV or hybrid.
Core SUVs Drive Gas Gains
Meanwhile, several of Ford’s core gas SUVs are gaining ground. The Explorer delivered 20,100 sales in February, up 33.4 percent year over year, with year-to-date volume climbing 32.1 percent. The Bronco lineup also performed well. Bronco sales jumped 27.6 percent, while Bronco Sport climbed 12.4 percent for the month.
Not every SUV shared in the gains. Sales of the now-discontinued Escape fell 71.2 percent in February, with year-to-date volume down 68.8 percent.
Even with pockets of strength, the wider picture remains challenging. Ford brand sales declined 6.3 percent in February and are down 6.2 percent year to date.
Lincoln US Sales February 2026
Lincoln, the Blue Oval’s premium arm, had a far healthier February. Total brand sales rose 12.2 percent year over year to 7,578 units. Year-to-date deliveries reached 14,680 vehicles, up 11.0 percent compared with the same period last year, suggesting steady momentum across the lineup.
The Aviator did most of the heavy lifting. February sales climbed 50.1 percent to 2,037 units, while year-to-date volume is up 41.9 percent to 3,960 units. The Navigator followed with gains of its own, rising 31.8 percent in February to 1,310 units, with year-to-date sales up 49.9 percent to 2,882 units. Between them, these two larger SUVs account for much of Lincoln’s recent growth.
The Nautilus was essentially flat for the month, inching up 0.4 percent to 2,491 units, though it remains down 8.7 percent year to date. The Corsair declined 9.4 percent in February to 1,740 units and is down 6.8 percent year to date. Even so, strength in the Aviator and Navigator more than offset those softer results, keeping Lincoln’s overall trajectory positive.
