Ford Q2 sales drop 10.3% due to F-Series production issues, falling EV demand
Ford said F-Series sales fell 11% after aluminum supply disruptions, while pure electric vehicle sales dropped 40.7% as demand weakened.
- On Thursday, July 2, 2026, Ford Motor Company reported a 10.3% decline in U.S. vehicle sales for the second quarter, selling 549,200 vehicles compared to 612,095 a year earlier.
- F-Series pickup sales fell 11% to 197,900 units after two factory fires at aluminum supplier Novelis late last year disrupted production at the company's top supplier.
- Pure electric vehicle sales declined 40.7% year-on-year, though Ford stated that F-Series demand remains robust with supply expected to recover during the second half of 2026.
- Ford maintained a 12.3% U.S. retail market share, a 0.2 percentage point increase that Andrew Frick, President of Ford Blue and Model e, attributed to the strength of the company's vehicle lineup.
- Rivian Automotive raised its 2026 delivery guidance to between 65,000 and 70,000 vehicles on Thursday, citing stronger-than-expected Q2 demand for its electric delivery vans and flagship R1 products.
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18 Articles
Ford EV Sales Collapse 41% as American Buyers Reject Lightning and Mach-E
Ford Motor Co. reported Thursday that electric vehicle sales cratered 40.7% in the second quarter of 2026, the latest sign that American consumers are walking away from battery-powered cars despite years of federal mandates, tax credits, and corporate promises. The Dearborn, Michigan automaker sold 549,200 vehicles in the quarter, down 10.3% from 612,095 units a year earlier. EVs led the collapse. The F-150 Lightning tumbled 58.6%. The Mustang M…
Ford’s electric vehicle sales plunge 41% in second quarter
Ford Motor Co. reported a 10.3% drop in U.S. vehicle sales for the second quarter, dragged down by a steep decline in electric vehicle demand and ongoing supply problems for its top-selling F-Series trucks. Ford's pure electric vehicle sales fell 40.7% compared with the same period last year.
Electrocuted: Ford Reports 40% Drop in EV Sales for the Second Quarter
Ford announced a 10 percent decrease in U.S. vehicle sales for the second quarter with the automaker citing ongoing supplier issues affecting its F-Series trucks as a major cause of the shortfall. However, Ford's EV sales dropped an astonishing 40 percent during the same time period.
Why Rivian Stock Popped Today
Key PointsA surge in oil prices likely contributed to higher sales of electric vehicles.Rivian's vans, trucks, and SUVs all appear to be selling well.10 stocks we like better than Rivian Automotive › Shares of Rivian Automotive (NASDAQ: RIVN) jumped on Thursday after the automaker boosted its full-year vehicle delivery target. Image source: The Motley Fool.Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal…
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