Ford Motor vehicles are displayed for sale at the Leif Johnson Ford dealership on June 30, 2026 in Austin, Texas.
Brandon Bell | Getty Images
DETROIT — Ford engine on Thursday reported a 10.3% drop in second-quarter U.S. new vehicle sales as the company faced a supplier issue for its F-Series pickup trucks and a significant decline in fully electric vehicles.
The Detroit automaker said its sales of pure electric vehicles fell 40.7% in the quarter from a year earlier. Sales of its F-Series trucks, including the F-150, fell 11% as Ford began ramping up production after its main aluminum supplier restarted production following two fires late last year.
“While customer demand remains high, F-Series sales in the first half reflect a rescheduling of commercial production following last year’s aluminum supply shortages. Ford expects a more complete recovery in supply in the second half,” Ford said in a statement.
Ford sold 549,200 vehicles in the second quarter, compared to 612,095 units a year earlier. While this was one of the largest expected declines in the industry, the results slightly exceeded Cox Automotive’s expectations that Ford sales would fall 11.5%.
The automaker sold 1 million vehicles year-to-date through June, down 9.6% from 1.1 million in the first half of last year.
Ford noted that despite the declines, the F-Series remained the best-selling truck in the United States. The company also estimates that its U.S. retail market share at the end of the quarter was up 0.2 percentage points from a year earlier, to 12.3%.
Ford’s sales come a day after most major automakers reported better-than-expected second-quarter numbers, largely due to increased demand for hybrid vehicles. However, crosstown rival General Motors saw its sales fall 4.2%, as its electric vehicle sales fell.
Automotive data firm Motor Intelligence estimated Wednesday that U.S. industry sales for June were up 7.5% from a year ago, leading to an adjusted monthly sales pace of 16.67 million units, which was higher than many forecasters expected.
Last week, Cox Automotive forecast a 2.9% decline in U.S. auto sales to 15.8 million vehicles, including a 3.4% drop in retail sales. This included an adjusted sales rate forecast of 16.1 for June.