Ford Motor Company is seeing two very different stories unfold within the Mustang lineup. While the traditional gasoline-powered Ford Mustang posted strong sales growth in April, the all-electric Ford Mustang Mach-E continued its steep decline, reflecting challenges for the company’s EV strategy.
New sales figures released by Ford show the iconic V8-powered pony car remains one of the company’s strongest-performing nameplates in the U.S. market this year. At the same time, the Mach-E’s sharp drop highlights cooling demand for some electric vehicles as buyers increasingly return to hybrids and conventional gasoline models.
The divide comes during a difficult period for Ford overall. Combined Ford and Lincoln sales reportedly fell 14.4 percent in April as the automaker continues battling supply chain disruptions, weaker EV demand, and slowing truck sales.
Despite the company’s current struggles, the Mustang itself remains a rare bright spot for the Blue Oval.
Traditional Mustang Sales Continue Climbing
Ford sold 5,830 gasoline-powered Mustangs in April, representing an 18.4 percent increase compared with the same month last year. The momentum looks even stronger when viewed across the full year so far.
Through the end of April, Mustang sales were up 39.2 percent year-over-year, reaching nearly 20,000 units delivered. That performance is especially notable given the ongoing decline of the traditional sports coupe segment across much of the industry.
The Mustang’s continued growth suggests demand still exists for affordable enthusiast-focused performance cars, particularly as many buyers begin reconsidering fully electric alternatives.
Meanwhile, models like the Ford Bronco and Ford Transit van also posted gains during the month, helping offset weakness elsewhere in the lineup.
Mach-E Sales Drop Sharply
The situation looks far less positive for the Mach-E. Ford’s electric crossover saw deliveries fall roughly 50 percent year-to-date, dropping to 7,270 units compared with more than 14,000 during the same period last year.
The decline mirrors the slowdown currently affecting Ford’s electrified vehicle portfolio. Overall sales of electrified models, including EVs and hybrids combined, reportedly fell 31.1 percent in April.
The weakening EV performance comes as automakers across the industry adjust expectations for electric vehicle adoption rates.
Rising vehicle prices, higher financing costs, and concerns about charging infrastructure have pushed many consumers toward hybrids instead of fully electric vehicles.
For Ford, the slowdown creates added pressure because the company previously positioned its Model e division as a major pillar of future growth.
Trucks And SUVs Also Face Pressure
Ford’s challenges extend beyond EVs. Truck sales reportedly fell 12.1 percent year-to-date, while SUV sales dropped 10.9 percent.
The company’s critical Ford F-Series lineup saw a 14.7 percent decline in April, partly tied to ongoing aluminum supply shortages linked to the 2025 Novelis plant fire.
Over at Lincoln, the redesigned Lincoln Navigator reportedly experienced a sharp 41.7 percent sales decline, adding further pressure to Ford’s premium division.
Taken together, the latest numbers paint a picture of a company navigating a rapidly changing market. Buyers still appear willing to spend money on emotional, enthusiast-focused products like the Mustang, even as demand softens for some EVs and high-priced utility vehicles.
For now, the traditional Mustang is proving to be one of Ford’s most reliable bright spots during a challenging year for the automotive industry.