Ford posts best US sales since 2019 as trucks, hybrids offset EV slowdown

On the Dash:

Ford’s U.S. sales rose 6% in 2025 to 2.2 million vehicles, its strongest annual result since 2019.
Strong F-Series and hybrid sales helped offset EV declines and production disruptions tied to supplier issues.
EV sales fell sharply, while ICE vehicles continued to dominate, making up about 86% of Ford’s U.S. volume.

On Tuesday, Ford reported that its U.S. vehicle sales rose 6% in 2025 to 2.2 million units, and it’s fourth quarter sales rose 2.7% to more than 545,200 units.

The last time Ford exceeded that annual total was in 2019, when it sold 2.42 million vehicles in the U.S. The company also finished 2025 as the third-largest U.S. automaker, behind Toyota and General Motors.

The company’s results closely aligned with analyst expectations, as Cox Automotive estimates that total U.S. industry sales rose by approximately 2% in 2025 to around 16.3 million vehicles.

Ford’s performance came despite ongoing production disruptions tied to its highly profitable F-Series pickup trucks. The automaker also faced supply constraints following two fires at a New York plant operated by its key aluminum supplier, Novelis, which impacted output. However, the company plans to add another production shift at a Michigan facility to help offset the shortfall.

F-Series sales, including the F-150, increased 8.3% for the full year, though sales declined 3.1% in the fourth quarter as supply pressures persisted.

Like many automakers, Ford saw notable weakness in its all-electric vehicle business. EV sales fell 14.1% in 2025, including a steep drop of about 52% in Q4. The company cited pricing pressure, shifting consumer demand, and broader industry challenges weighing on EV adoption.

That decline was partially offset by strong growth in hybrid vehicle sales, which rose nearly 22% last year. Ford has signaled that hybrids remain a key part of its near-term strategy as consumers seek fuel efficiency without fully transitioning to battery-electric vehicles.

Additionally, traditional ICE vehicles continued to dominate Ford’s U.S. sales mix, accounting for about 86% of total volume in 2025.

Ford executives said the company enters 2026 focused on stabilizing production, strengthening its core truck and hybrid lineup, and navigating evolving consumer demand as the broader auto market continues to normalize following years of supply disruptions.