Ford Q2 sales slide 10% on EV drop and model phase-outs; Bronco and Maverick hybrid set records

Ford (F) reported a 10.3% driblet successful second-quarter US sales, to 549,200 vehicles, arsenic electric-vehicle request tumbled, F-Series and SUV volumes slipped, and the automaker worked done the discontinuation of 2 models.

The 4th was down crossed astir of the lineup, and first-half income fell 9.6% to conscionable implicit 1 cardinal vehicles. Ford notes that, excluding the Escape and Lincoln Corsair phase-outs and a 69% chopped successful regular rental sales, it said Q2 income would person risen an estimated 0.5%. 

Despite this, Ford said its estimated June retail marketplace stock roseate 0.2 percent points to 12.3%, and that the industry's June income gait topped a 17 cardinal yearly complaint for the archetypal clip since July 2025.

Andrew Frick, president of Ford Blue and Model e, said gaining retail stock "even arsenic we are phasing retired immoderate high-volume models shows the spot of the Ford lineup."

But waning EV request continued to deed results. Ford EV income fell 40.7% successful Q2 to 9,746, with the Mustang Mach-E disconnected 30.9% and the present discontinued F-150 Lightning down 58.6%. Hybrids slid 20% for the quarter, noteworthy fixed gains seen by rivals similar Honda and Toyota. Through the archetypal half, Ford's EV income are down 57.4%.

F-Series, America's best-selling truck, continued its income weakness too, but for different reasons. Sales fell 11% successful Q2 to 197,900 and 13.3% for the archetypal fractional to 357,801. Ford blamed a "retiming of commercialized production" tied to past year's aluminum proviso shortages alternatively than slowing demand, and said it inactive outsold the No. 2 Chevrolet Silverado by much than 80,000 trucks done June.

The driblet near Ford trailing its crosstown rival GM (GM), which reported a smaller 4.2% Q2 decline, and held its spot arsenic the top-selling US automaker connected the spot of its ain trucks and SUVs. GM's EV models tumbled excessively — a communal taxable successful the US aft expiration of the national EV taxation recognition astatine the extremity of the 3rd 4th past year.

On the flipside, Ford's off-road themed Bronco was a wide winner. Sales roseate 15.9% successful Q2 to a grounds 45,739, and Ford said it outsold the Jeep Wrangler for the quarter, capping a first-half grounds of 76,936. The Explorer, Ford's three-row SUV, gained 13.8% to 65,538. Combined Bronco, Explorer and Expedition income roseate 10.1% successful the archetypal half, which Ford called the high-margin group's champion showing successful 25 years.

Hybrids offered different agleam spots. The Maverick Hybrid acceptable a Q2 grounds astatine 29,457, up 19.3%, and the Lincoln Nautilus notched grounds quarterly sales. The Mustang, bucking a shrinking car market, roseate 22% for the archetypal fractional to 28,725.