Ford’s second-quarter sales dropped 10.3% year-over-year, driven by a 40.7% decline in electric vehicle deliveries and model phase-outs.
Ford reported a 10.3% decline in US sales for the second quarter, totaling 549,200 vehicles, as electric vehicle demand slumped and the automaker discontinued two models. First-half sales fell 9.6% to just over 1 million vehicles, with EV sales plunging 40.7% in Q2 to 9,746 units.
The decline was broad-based, with F-Series truck sales down 11% in Q2 and hybrids slipping 20%, contrasting with gains by rivals like Toyota and Honda. Ford attributed some weakness to a retiming of commercial production due to prior aluminum supply issues rather than demand softness.
Despite the drop, Ford’s estimated June retail market share rose 0.2 percentage points to 12.3%, while the industry’s annualized sales pace topped 17 million for the first time since July 2025.