Ford sales in the second quarter of 2026 decrease by 10.3%

DETROIT — ford motor On Thursday, it announced a 10.3% decline in U.S. new vehicle sales in the second quarter as the company struggled with supplier issues for its F-Series pickup trucks and a significant decline in all-electric vehicles.

The Detroit automaker said its sales of pure electric vehicles fell 40.7% during the quarter from a year earlier. Sales of its F-Series trucks, including the F-150, fell 11% as Ford began ramping up production after its largest aluminum supplier resumed production after two fires late last year.

“Although customer demand remains high, F-Series sales in the first half reflect the retiming of commercial production following last year’s aluminum supply shortage,” Ford said in a statement. Ford expects supply to fully recover in the second half of the year.

Ford sold 549,200 vehicles during the second quarter compared to 612,095 units a year earlier. While this is among the largest expected declines in the industry, the results slightly exceeded Cox Automotive’s forecast of an 11.5% decline in Ford sales.

The automaker sold 1 million vehicles year-to-date through June, down 9.6% from 1.1 million during the first half of last year.

Despite the declines, the F-Series remains the best-selling truck in America, Ford noted. The company also estimates that its U.S. retail market share at the end of the quarter rose 0.2 percentage points from a year earlier, to 12.3%.

Ford’s sales come a day after most major automakers reported better-than-expected second-quarter numbers, driven largely by increased demand for hybrid vehicles. However, Crosstown rival General Motors saw its sales decline 4.2%, as electric vehicle sales declined.

Auto data firm Motor Intelligence estimated Wednesday that U.S. industry sales for June rose 7.5% from a year ago, resulting in a revised monthly sales pace of 16.67 million units, higher than many forecasters had expected.

As of last week, Cox Automotive expected U.S. auto sales to decline 2.9% to 15.8 million vehicles, including a 3.4% decline in retail sales. This included the June revised sales rate forecast of 16.1.