Ford reported second-quarter U.S. vehicle sales of 549,200 units on Thursday, a 10% decline from a year earlier, as the planned discontinuation of two models and a collapse in rental fleet volumes weighed on the quarter.
The automaker said the drop reflected the phase-out of the Ford Escape and Lincoln Corsair as well as a 69% decline in daily rental sales, the company said
Stripping out those factors and assuming flat rental volumes, Ford estimated its second-quarter sales would have risen roughly 0.5%. F-Series sales dropped 11% from last year, mainly because two fires at a key aluminum supplier in late 2025 limited the materials needed for the trucks. Production is recovering, and Ford expects stronger sales in the second half of 2026.
According to CNBC, all-electric models accounted for one of the quarter’s sharpest declines, with EV volumes sliding 40.7% against the same period last year. The quarter’s outcome cleared the bar set by at least one major forecaster: Cox Automotive had penciled in an 11.5% contraction, meaning Ford’s actual result came in ahead of that projection. Despite the overall volume decline, Ford said its estimated June retail market share rose 0.2 percentage points to 12.3%, supported by demand for its large SUVs and F-Series trucks.