Ford’s U.S. Auto Sales Decline

Ford has reported a 10% drop in U.S. auto sales during the second quarter, attributing this decrease primarily to supplier challenges affecting its F-Series trucks. Moreover, the company experienced a striking 40% reduction in its electric vehicle sales over the same timeframe.

According to a recent report, Ford’s new vehicle sales fell by 10.3% in the second quarter, affecting two key areas: issues with suppliers that impacted the crucial F-Series pickup line and a notable decline in all-electric vehicle sales.

The Detroit-based company sold 549,200 vehicles in the second quarter, down from 612,095 in the corresponding period last year. The losses in its EV division were particularly stark, with pure EV sales experiencing a significant 40.7% year-over-year drop. This dramatic fall in sales hints at broader difficulties in the electric vehicle market, as consumer interest has waned compared to last year.

Sales of Ford’s prominent F-Series trucks, including the popular F-150, fell by 11% in this quarter. These declines were mainly due to production issues stemming from a shortage of aluminum. Ford’s main aluminum supplier faced disruptions after two separate fires last year, which cascaded into Ford’s manufacturing processes.

“Even though customer demand is still robust, the first-half sales of F-Series trucks illustrate the return to commercial production following last year’s aluminum shortages. We anticipate a more complete recovery in supply in the latter half of the year,” the company stated.

In the first half of 2026, Ford sold about 1 million vehicles through June, representing a 9.6% decrease from the 1.1 million sold during the same period in 2025. This ongoing decline reflects continuing challenges since the supplier issues began.

Despite the downturn, Ford pointed out some positive developments. The F-Series remains America’s best-selling truck, a title it has held for decades. Additionally, the company estimates a year-over-year increase of 0.2% in U.S. retail market share, reaching 12.3% by the end of the quarter.

Earlier reports indicated that Ford suffered a historic writedown at the end of 2025, recognizing a lack of consumer interest in its electric vehicles.

In a significant setback for the U.S. auto industry’s ambitious electric vehicle plans, Ford announced it expects to face costs around $19.5 billion, mainly due to difficulties within its EV sector. This substantial writedown marks the largest corporate loss in Detroit’s history, underlining the challenges faced by automakers in a sluggish EV market.

With mounting losses totaling $13 billion in its EV division since 2023, Ford is shifting its strategy to focus on enhancing its gasoline-powered vehicle offerings while moving toward hybrid and long-range electric models. This change aims to phase out unprofitable assets and redirect resources to more lucrative models.

CEO Jim Farley acknowledged the necessity of this strategic pivot, stating, “Instead of pouring billions into the future of these large EVs knowing they’ll be unprofitable, we’re changing direction. We now have a better understanding of the U.S. market, allowing us to confidently introduce a new range of lower-emission powertrains.”