Ford Q2 sales down 10% to 549K vehicles on planned model phase-outs, rental pullback

Filed July 2, 2026 · Period ending July 2, 2026 · ~1 min read

Key Changes

• high

  Total Q2 sales fell 10% to 549,200 vehicles, driven by planned Escape/Corsair phase-outs and 69% drop in daily rental sales; excluding transitions, sales would have risen 0.5%.

  Exhibit 99 verify on EDGAR →
• high

  F-Series sold 357,801 units in H1 2026, maintaining truck leadership and outselling Chevrolet Silverado by over 80,000 units; supply expected to recover more fully in H2.

  Exhibit 99 verify on EDGAR →
• high

  Ford gained 0.2 percentage points of retail market share in June to 12.3%, driven by strong demand for high-margin SUVs (Expedition, Explorer, Bronco) and F-Series trucks.

  Exhibit 99 verify on EDGAR →