Ford's Q2 US Sales Dropped 10.3% as EV Sales Plunged 40.7%
Ford reported a 10.3% decline in US new vehicle sales for the second quarter, selling 549,200 vehicles compared with 612,095 a year earlier. Pure EV sales plunged 40.7% year on year. F-Series truck sales, including the F-150, fell 11% after Ford’s top aluminium supplier suffered two factory fires late last year that disrupted production.
Key Takeaways:
- F-Series remains America's top-selling truck despite the drop.
- Ford expects supply to recover more fully in the second half.
- The results slightly beat Cox Automotive’s forecast for an 11.5% decline.
- The broader US auto market is being reshaped by surging hybrid demand, with most major automakers reporting better-than-expected Q2 numbers driven by hybrids.
Context:
- Hybrid vehicles are driving growth while fully electric models lose ground.
- Supply chain disruptions continue to constrain individual automakers’ results.
- The Big Three automakers are already restructuring as birth rates fall and robotaxis arrive, but the near-term picture is more mixed.
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Published: July 2, 2026 - 2:28 pm UTC Back to top
Story by:
Darius Popa
Technology enthusiast and intern at The Next Web, contributing to research-backed content and investigating new technologies and global events. Interested in business and how the narrative and perception of technology is shaped.
While Ford's Q2 sales initially showed a 10.3% decline, the company's proactive measures to address supply chain issues, particularly with aluminium suppliers, have paid off. By the third quarter, Ford reported a 5.5% sales increase, indicating a strong recovery. This turnaround highlights the importance of supply chain resilience in the automotive industry, especially as the market shifts towards electric vehicles. GM’s Q3 Sales Drop 5.5%