Ford Motor vehicles on display for sale at the Leaf Johnson Ford dealership on June 30, 2026 in Austin, Texas.
Brandon Bell | Getty Images
Detroit — ford motor The company reported Thursday that U.S. new vehicle sales fell 10.3% in the second quarter. This comes as the company struggles with supplier issues for its F-series pickup trucks and a significant decline in all-electric vehicles.
The Detroit automaker announced that net EV sales for the quarter were down 40.7% from a year ago. Sales of F-Series trucks, including the F-150, fell 11% as Ford began ramping up production as its top aluminum supplier restarted production after two fires late last year.
“While customer demand remains strong, first-half F-Series sales reflect the resumption of commercial production following last year’s aluminum supply shortfall. Ford expects supply to recover more fully in the second half of the year,” Ford said in a release.
Ford sold 549,200 vehicles in the second quarter, compared to 612,095 in the year-ago period. While this is one of the largest expected declines in the industry, the result was slightly higher than Cox Automotive’s forecast for an 11.5% decline in Ford sales.
The company’s cumulative sales through June of this year were 1 million units, down 9.6% from 1.1 million units in the first half of last year.
Ford noted that despite the decline, the F-Series remains the best-selling truck in the United States. The company also expects its U.S. retail market share to rise 0.2 percentage points year over year to 12.3% by the end of the quarter.
Ford’s sales figures came a day after most major automakers reported better-than-expected second-quarter numbers, largely due to increased demand for hybrid vehicles. However, crosstown rival General Motors saw sales decline 4.2% due to a drop in EV sales.
Automotive data firm Motor Intelligence on Wednesday estimated U.S. industry sales rose 7.5% in June from a year earlier, for an adjusted monthly sales pace of 16.67 million units, which was higher than many forecasters expected.
As of last week, Cox Automotive had predicted that U.S. auto sales would decline 2.9% to 15.8 million vehicles, with retail sales falling 3.4%. This includes June’s adjusted sales rate forecast of 16.1.
