As electric vehicle plans get reshuffled across the industry, Ford is once again adjusting its timeline. Two major EVs are being pushed back, and the focus is shifting toward smaller, more budget-friendly models, including a compact electric pickup that’s now taking priority.

Read: Flip-Flopping Ford Delays Electric Truck And Axes 3-Row EV Plans, Will Build Hybrids Instead

Suppliers were recently informed by Ford that the planned full-size electric pickup, to be produced at the new BlueOval City assembly plant in Tennessee, has been pushed back from 2027 to 2028. This new model will be a successor to the F-150 Lightning. In addition, the next-generation E-Transit will no longer launch in 2026 as originally planned, but rather in 2028.

Another Round of Delays

This is not the first time Ford has delayed the two models. As noted by Yahoo!, the new E-Transit was originally set to launch “mid-decade” after it was first announced in 2022. Similarly, the new electric pickup codenamed T3 was originally scheduled to launch this year. Just 12 months ago, Ford also killed plans for a three-row electric SUV that would have rivaled the Kia EV9 and Hyundai Ioniq 9.

“F-150 Lightning, America’s best-selling electric truck, and E-Transit continue to meet today’s customer needs,” Ford said in a recent statement. “We remain focused on delivering our Ford+ plan and will be nimble in adjusting our product launch timing to meet market needs and customer demand while targeting improved profitability.”

Shifting Toward Smaller EVs

Ford is now favoring smaller EVs. It is hard at work developing a new low-cost EV platform that will underpin several different vehicles, starting with a new compact pickup truck in 2028. According to chief executive Jim Farley, small EVs currently make the most sense in the US.

“The pure EV market in the U.S. seems to us very clear: small vehicles used for commuting and around town, so to speak,” he said. “And commercial… we think that’s going to be a robust business, but we want to shrink the number of top hats. We’re going to have just a few. And we’ve made the adjustments in timing, we think, and to be in segments where we can actually make money on EVs.”

Despite the delay, Ford says its plant in Tennessee will start making prototypes of the new T3 electric pickup in 2027

A Familiar Name Might Return

There’s also a possible nod to the past in Ford’s future product line. As uncovered by Ford Authority, the company recently filed to trademark the name Ranchero, once a classic car-truck hybrid from Ford’s history. The filing, submitted on August 5, 2025, covers both electric and gasoline-powered vehicles.

While there’s no official confirmation, the move would follow a familiar pattern, as Ford has revived other heritage names like Maverick and Lightning in recent years. The timing also lines up with an anticipated announcement about the brand’s new EV platform on August 11.

While many still expect President Trump’s tariffs and the accompanying price increases to drag down new car sales across the U.S. this year, Ford’s latest data tells a different story. The company posted a strong first half, following the general market trend that saw sales increases across most major car makers.

Ford’s total U.S. deliveries climbed 6.6 percent year-over-year in the first half. However, this upward trend doesn’t extend to Ford’s electric vehicle lineup, which has seen a sharp drop in demand across several key models.

Electric Sales Lose Ground

Through the first six months of the year, Ford sold 21,785 units of the Mustang Mach-E in the States, a 2 percent decline from the 22,234 sold during the same period last year. More concerning is the model’s second-quarter performance. Between April and June, Ford delivered 10,178 Mach-Es, down 19.5 percent from the 12,645 sold in Q2 of the previous year.

Read: Ford Pulls Mustang Mach-E From Sale Over Dangerous Door Lock Flaw

The gas-powered Mustang hasn’t been immune to slowing demand either. Sales fell 14.2 percent in the first half of the year, totaling 23,551 units. However, in the second quarter, it regained some ground, with 14,174 units sold, an increase of 3.2 percent compared to the same period last year.

That uptick allowed the gas-powered Mustang to outsell its electric counterpart in Q2, even though it still trails in year-to-date totals.

Lightning and E-Transit See Steep Declines

Interest in the E-Transit has also dropped off a cliff. In the first half, sales are down 33.8 percent to 4,174, while in Q2, things were even worse. Ford sold just 418 E-Transits during Q2, down 87.7 percent from the year prior. Sales of the all-electric Ford F-150 Lightning are also down, with 13,029 units sold this year, a drop of 16.7 percent. Sales declined by 26.1 percent in Q2 to 5,842 units sold, compared to 7,902 last year.

In total, Ford’s electric vehicle sales dropped 31.4 percent in the second quarter and 11.8 percent through the first half of the year. The good news for the company lies with hybrids, which are moving in the opposite direction. Hybrid sales rose 23.5 percent in Q2 to 66,448 units and are up 27.4 percent year-to-date, totaling 117,521.

Lincoln Sees Steady Growth

Lincoln also posted solid gains in the first half of the year, driven by strong demand for its SUV lineup. Total brand sales rose 12.8 percent year-over-year to 55,063 units, with a particularly strong showing in the second quarter, where sales climbed 31 percent to 31,332.

The Navigator stood out with an impressive 114.9 percent jump in Q2 sales, while the Aviator, Nautilus, and Corsair also posted double-digit increases. While Lincoln’s overall volume is modest compared to the Ford brand, its steady upward trend suggests growing interest in its premium offerings.

Strong Combustion and Hybrid Growth Balances Out EV Dip

Despite the sharp drop in EV sales, Ford and its Lincoln brand powered through, selling 1,113,386 vehicles in the US during the first half, a solid 6.6 percent increase over last year. The second quarter stood out with 612,095 new Ford and Lincolns finding buyers, marking a 14.2 percent jump from the previous year’s 536,050.

Ford USA Sales