Ford Q2 sales drop 10.3% due to F-Series production issues, falling EV demand

Ford Motor vehicles are displayed for sale at the Leif Johnson Ford dealership on June 30, 2026 in Austin, Texas.

Brandon Bell | Getty Images

DETROIT — Ford Motor on Thursday reported a 10.3% decline in its second-quarter U.S. new vehicle sales as the company battled a supplier issue for its F-Series pickup trucks and a significant decline in all-electric vehicles.

The Detroit automaker said its pure EV sales fell by 40.7% during the quarter compared with a year earlier. Sales of its F-Series trucks, including the F-150, fell 11% as Ford began ramping up production after its top aluminum supplier restarted production following two fires late last year.

"Although customer demand remains high, first-half F-Series sales reflect a retiming of commercial production following last year's aluminum supply shortages. Ford expects supply to recover more fully in the second half of the year," Ford said in a release.

Ford sold 549,200 vehicles during the second quarter compared to 612,095 units a year earlier. While that's among the largest expected industry declines, the results slightly beat Cox Automotive's expectations for Ford sales to fall 11.5%.

Read more CNBC auto news

Ford CEO wants level playing field with Toyota, GM imports as USMCA trade talks reopen

Tesla reports 480,126 vehicle deliveries for second quarter, topping expectation

Automakers report mixed U.S. sales results as hybrid vehicles drive market

U.S. auto industry faces increased uncertainty without extension of USMCA trade deal

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

Ford noted that despite the declines, the F-Series remained America's top-selling truck. The company also estimates its U.S. retail market share to end the quarter was up 0.2 percent points compared with a year earlier, to 12.3%.

Ford's sales come a day after most major automakers reported second-quarter numbers that were better than expected, largely driven by increased demand for hybrid vehicles. Cross-town rival General Motors saw its sales fall 4.2%, however, as its EV sales dropped.

Automotive data firm Motor Intelligence on Wednesday estimated U.S. industry sales for June were up 7.5% compared to a year ago, leading to a monthly adjusted selling pace of 16.67 million units, which was higher than many forecasters had expected.

As of last week, Cox Automotive expected U.S. auto sales to be down 2.9% to 15.8 million vehicles, including a 3.4% decline in retail sales. That included a 16.1 adjusted selling rate forecast for June.