These are not sales to the end customer, these number are mostly shipments of these monstrosities from the factory to dealer lots ... that is counted as a “sale” at Ford and many other car makers.
I would say most of in not all of that “big” increase are just sitting on lots around the country taking up space.
And I bet the dealers do not have the option to refuse delivery on these space-hogging paperweights.
Big Ford dealer near me has a couple Mach-Es and no Lightnings on the lot.