Ford Q2 sales fall 10% to 522,811 units as EVs plunge 41%
Ford Motor Co. reported total second-quarter sales of 522,811 units, a 10% decline from the previous year, with year-to-date sales down 9.6% to 956,516 units. Electric vehicle sales dropped 40.7% year-over-year to 9,746 units, driven by declines in the Mustang Mach-E and F-150 Lightning. Shares fell 2.1% to $13.36 on Thursday.
*this image is generated using AI for illustrative purposes only.
Ford Motor Co. reported total second-quarter sales of 522,811 units, a 10% decline from the 580,763 units sold in the same period last year. The drop reflects broader challenges for legacy US automakers, including General Motors Co., amid weak demand. Year-to-date sales stood at 956,516 units, down 9.6% from 1,058,323 units in the first half of 2025. Following the report, Ford shares fell 2.1% to close at $13.36 on Thursday.
Electric vehicle sales fell sharply by 40.7% year-over-year to 9,746 units in the second quarter, compared to 16,438 units in Q2 2025. Year-to-date EV sales reached 16,606 units, a 37.4% decrease from 38,988 units in the prior year. The Mustang Mach-E sales dropped 30.9% to 7,032 units, while the F-150 Lightning EV pickup truck sales plummeted by over 58% to 2,421 units from 5,842 units.
Sales Performance Breakdown
| Metric | Q2 2026 | Q2 2025 | Change |
|---|---|---|---|
| Total Sales | 522,811 | 580,763 | -10% |
| EV Sales | 9,746 | 16,438 | -40.7% |
| YTD Total Sales | 956,516 | 1,058,323 | -9.6% |
| YTD EV Sales | 16,606 | 38,988 | -37.4% |
Strategic Developments and Challenges
Ford is preparing to launch a $30,000 EV pickup truck based on its Universal EV Platform in 2027 to compete with growing Chinese market influence. However, the company faces ongoing quality control issues, recently recalling over 777,000 vehicles due to rollaway and fender problems. Additionally, Ford rehired more than 300 engineers after an artificial intelligence integration strategy failed to meet quality targets. Ford's VP of Vehicle Hardware Engineering, Charles Poon, noted that the reliance on AI and design adjustments alone did not yield the expected high-quality product.
Will the 2027 launch of the $30,000 EV pickup truck be sufficient to reverse the current downward trend in EV sales?
How will the recent recall of over 777,000 vehicles impact consumer trust and future sales?
What steps is Ford taking to address the quality control issues that led to the failure of its AI integration strategy?
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