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Apr 4, 2026 10:16 PM

Ford Sales Fall 8.8% As EV Demand Collapses

Ford Motor Co. (NYSE:F) on Thursday reported first-quarter 2026 total vehicle sales of 457,315 units, down 8.8% year over year, reflecting broad declines across electrified vehicles (especially EVs, down 69.6%) and internal combustion segments.

SUVs fell 7.8% and trucks dropped 11.3%, though cars surged 50.1% off a low base. Within key models, Explorer (+29.7%), Expedition (+30.2%), and Ranger (+19.2%) showed strength, while F-Series (-16.0%), Maverick (-10.9%) and Escape (-66.8%) weighed on performance.

Hybrid vehicles declined 19.4%, and total electrified sales fell sharply by 34.8%. Ford brand sales dropped 9.2%, while Lincoln remained relatively stable (-0.5%), with gains in Aviator and Navigator offset by declines in Corsair and Nautilus.

"The first quarter showed our team worked hard to maintain retail share and navigate ...