Ford Q2 sales drop 10.3% due to F-Series production issues, falling EV demand
Ford said F-Series sales fell 11% after aluminum supply disruptions, while pure electric vehicle sales dropped 40.7% as demand weakened.
- On Thursday, July 2, 2026, Ford Motor Company reported a 10.3% decline in U.S. vehicle sales for the second quarter, selling 549,200 vehicles compared to 612,095 a year earlier.
- F-Series pickup sales fell 11% to 197,900 units after two factory fires at aluminum supplier Novelis late last year disrupted production at the company's top supplier.
- Pure electric vehicle sales declined 40.7% year-on-year, though Ford stated that F-Series demand remains robust with supply expected to recover during the second half of 2026.
- Ford maintained a 12.3% U.S. retail market share, a 0.2 percentage point increase that Andrew Frick, President of Ford Blue and Model e, attributed to the strength of the company's vehicle lineup.
- Rivian Automotive raised its 2026 delivery guidance to between 65,000 and 70,000 vehicles on Thursday, citing stronger-than-expected Q2 demand for its electric delivery vans and flagship R1 products.
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Ford’s electric vehicle sales plunge 41% in second quarter
Ford Motor Co. reported a 10.3% drop in U.S. vehicle sales for the second quarter, dragged down by a steep decline in electric vehicle demand and ongoing supply problems for its top-selling F-Series trucks. Ford's pure electric vehicle sales fell 40.7% compared with the same period last year.
Electrocuted: Ford Reports 40% Drop in EV Sales for the Second Quarter
Ford announced a 10 percent decrease in U.S. vehicle sales for the second quarter with the automaker citing ongoing supplier issues affecting its F-Series trucks as a major cause of the shortfall. However, Ford's EV sales dropped an astonishing 40 percent during the same time period.
Why Rivian Stock Popped Today
Key PointsA surge in oil prices likely contributed to higher sales of electric vehicles.Rivian's vans, trucks, and SUVs all appear to be selling well.10 stocks we like better than Rivian Automotive › Shares of Rivian Automotive (NASDAQ: RIVN) jumped on Thursday after the automaker boosted its full-year vehicle delivery target. Image source: The Motley Fool.Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal…
Ford Is Now Down 4 Days in a Row. Is It Time to Switch to General Motors or Stellantis?
The post Ford Is Now Down 4 Days in a Row. Is It Time to Switch to General Motors or Stellantis? appeared first on 24/7 Wall St.. Ford (F) fell 2% to $13 on Q2 U.S. sales miss: 10% volume decline, EV sales plunged 41%, though F-Series remains top truck. Ford shares are resilient: up 2% YTD despite four-day slide, outpacing GM (-8% YTD) and Stellantis (-47% YTD) on hybrid strength. General Motors (GM) posted smaller 4% Q2 sales decline and tra…
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