Ford Q3 U.S. Sales Fall 6.6% to 509,764 Vehicles

Ford Reports Lower U.S. Sales in Q3

Ford Q3 U.S. sales declined 6.6% to 509,764 vehicles in the third quarter of 2026, according to the company’s October 2 announcement. For the first nine months of 2026, total vehicle sales in the United States fell 8.6% to 1,516,279 units. Within the company’s portfolio, Ford brand vehicle sales decreased 6.0% to 490,276 units, while Lincoln brand sales declined 18.0% during the third quarter. The results show a broad reduction in sales compared with the same period last year, with performance varying significantly across powertrain categories and vehicle segments.

ICE Vehicles Remain Relatively Stable

Internal-combustion-engine vehicles continued to account for the overwhelming majority of Ford’s U.S. sales during the third quarter, with ICE-powered vehicle sales declining just 0.1% to 459,409 units. Hybrid vehicle sales performed considerably weaker, falling 19.7% to 44,308 vehicles. Electric vehicle sales experienced the sharpest decline, dropping 80.2% to 6,047 units compared with the same period a year earlier. Ford attributed the difficult EV comparison to the fact that U.S. EV tax credits were in effect during the corresponding period last year, creating a different market environment for electric vehicle purchases.

Truck and SUV Sales Show Mixed Performance

Truck sales in the third quarter increased 0.5%, although sales of the Ford Motor Co F-Series declined 1.9% because of supplier-related production problems. SUV sales fell 17.0%, reflecting the end of production for the Ford Escape and Lincoln Corsair. The passenger-car category moved in the opposite direction, with Ford Mustang sales increasing 7.5% during the quarter. These results illustrate how changes in Ford’s vehicle lineup and production conditions influenced the company’s overall U.S. sales performance during the quarter.

Ford Adjusts for Discontinued SUV Models

Ford said that after adjusting its results for the discontinued Escape and Corsair, its total vehicle sales volume was essentially unchanged during the third quarter. That comparison provides additional context for the reported 17.0% SUV decline because the discontinued models directly affected the year-over-year segment comparison. Ford also noted that the broader industry declined by about 1% over the same period. The company’s adjusted sales comparison therefore indicates that changes to its product portfolio were an important factor behind the reported decline, alongside weaker performance in hybrid and electric vehicle sales.

Industry Impact & Outlook

Ford’s third-quarter results highlight the importance of product-cycle changes, powertrain demand, and production continuity in the U.S. automotive market. The relatively stable ICE performance contrasts with sharper declines in hybrid and EV sales, while discontinued SUV models materially affected the reported segment result. Supplier-related constraints also reduced F-Series sales, showing how production disruptions can influence a high-volume vehicle line. Going forward, Ford Motor Co will need to manage its vehicle portfolio and production operations against an industry that declined about 1% in the quarter, while the U.S. market continues to reflect changing conditions for electrified vehicles.

Frequently Asked Questions

Why did Ford’s U.S. sales decline in the third quarter of 2026?
Ford’s U.S. sales declined 6.6% in Q3 2026, with lower brand and Lincoln sales, weaker hybrid and EV volumes, discontinued SUV models, and supplier-related F-Series production problems contributing to the result. ICE-powered vehicle sales were comparatively stable, declining just 0.1% to 459,409 units. Hybrid sales fell 19.7% to 44,308 vehicles, while EV sales dropped 80.2% to 6,047 units. Ford also said its total vehicle sales volume was essentially unchanged after adjusting for the discontinued Escape and Corsair.