Ford's August vehicle sales surge 3.9% driven by EV and hybrid growth.

Ford's August vehicle sales increased 3.9% to 190,206, driven by a 19.3% rise in electric vehicle sales and a 14.5% increase in hybrid sales, the latter being the best month for hybrids so far. The company sold 160,762 vehicles with an internal combustion engine, a 2.9% decrease from last year.

Ford Motor Company (NYSE: F) reported a 3.9% increase in vehicle sales in August, reaching 190,206 units. This growth was primarily driven by a 19.3% rise in electric vehicle (EV) sales and a 14.5% increase in hybrid sales, marking the best month for hybrids so far [1]. Conversely, sales of vehicles with internal combustion engines (ICE) decreased by 2.9% from last year, totaling 160,762 units [1].

Among the different vehicle types, SUV sales saw a 6.2% increase, while truck sales rose by 2.4% and car sales by 2.2%. Notably, the Expedition, Mustang Mach-E, and Bronco models saw year-over-year sales increases of 53.7%, 35.3%, and 32.0%, respectively. However, Lincoln Aviator sales dropped by 45.5%, dragging down the Lincoln brand's sales by 14.9% [1].

For the first eight months of 2025, Ford's total vehicle sales in the US reached over 1.49 million, up 6.6% year-on-year. This growth was propelled by the strong performance of EVs and hybrids, with EV sales rising by 16.2% (including a 14.5% increase in hybrid sales and a 19.3% increase in pure EV sales) [2].

Ford's commitment to electric vehicles is evident in its latest strategic move. The company is investing nearly $2 billion to retool its Kentucky plant for EV production. This investment aims to create a more affordable and profitable EV lineup, with the first model, a midsize electric pickup truck, set to debut in 2027 [3]. The new platform will reduce parts by 20% and assembly time by 15%, aiming to make EVs more competitive in the market.

Despite the challenges posed by the removal of EV incentives under the Trump administration's tax and spending law, Ford remains committed to the EV transition. The company's CEO, Jim Farley, has described the project as a "Model T moment" for Ford's EV business, signaling a significant shift in the company's manufacturing processes.

Ford's EV strategy comes as Chinese automakers are expanding globally with relatively affordable electric vehicles. However, Ford is not focusing on quantity but on building a sustainable and profitable EV business. The company's investment in the Kentucky plant is part of its broader strategy to strengthen its domestic supply chain and create jobs.

In conclusion, Ford's August vehicle sales performance underscores the company's commitment to transitioning to electric vehicles. The strong growth in EV and hybrid sales, coupled with strategic investments in EV production, positions Ford well for the future of the automotive industry.

References:
[1] https://seekingalpha.com/news/4491723-ford-august-vehicle-sales-increase-39-on-evs-and-hybrids
[2] https://www.marketscreener.com/news/ford-us-sales-up-nearly-4-in-august-ce7d59dbd88bf026
[3] https://www.agrinews-pubs.com/news/farm-equipment/2025/09/01/ford-hits-the-pedal-on-ev-production-with-2-billion-overhaul-of-kentucky-plant/