F-Series trucks post best second quarter since 2019

[Administrator]

Ford Second Quarter Sales Rise 14.2%; Market Share Surges on Truck, Hybrid, SUV Strength

• F-Series trucks post best second quarter since 2019
• Record electrified vehicle sales
• Lincoln delivers highest second quarter volume since 2007
• Ford Pro paid software subscriptions risemore than 20% to more than 750,000 active users

Ford Motor Company accelerated well ahead of the U.S. industry in the second quarter, growing sales 14.2% — about 10 times the estimated 1.4% industry increase — and expanding market share to an estimated 14.3%, up 1.8 percentage points versus the first quarter.

“We blew the doors off the overall industry with our second-quarter sales,” said Andrew Frick, president, Ford Blue and Model e, and interim head of Ford Pro. “Customers continue appreciating our broad powertrain choices — gas, hybrid, electric, and diesel — digital productivity tools that save time and money, and our Ford Motor Company: From America, For America commitment.”

By the Numbers (Second Quarter)

• Total sales: 612,095 (+14.2%)
• Market share: estimated 14.3% (+1.8 ppts quarter over quarter)
• Total pickups (F-Series, Ranger, Maverick): 288,564 (+15.1%)
• Electrified vehicles (hybrid, plug-in hybrid, electric): 82,886 (+6.6%); 13.5% of mix
• Ford Pro Super Duty sales up 13.5%, best since 2004
• Ford Pro Intelligence active paid software subscriptions: more than 750,000 active users
• BlueCruise cumulative hands-free miles: 6 million-plus cumulative hours

Trucks: Unmatched Powertrain Choice Drives Share Gains

• F-Series sales climbed 11.5% to 222,459 — the best second quarter since 2019 — on the broadest lineup of gas, diesel, hybrid, and electric powertrains in the segment. F-Series for the first-half of the year was the best-selling truck in America.
• Maverick recorded an all-time-best quarter with 48,041 trucks sold (+26.3%); almost 60% of buyers are new to Ford.
• Ranger rebounded strongly, up 36.3%, supported by the new Raptor and Tremor variants.

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Total Electrified Vehicles: Record Half-Year, Outselling Estimated GM and Stellantis Combined

• Ford sold a record 156,509 electrified vehicles in the first half (+14.7%), outselling the combined electrified portfolios of GM and Stellantis.
• Hybrids jumped double-digits to 117,521 in the first half as Maverick Hybrid remained America’s best-selling hybrid pickup and F-150 Hybrid led full-size pickups.
• Electric vehicles — Mustang Mach-E, F-150 Lightning and E-Transit — averaged 12,996 sales per nameplate through June, much higher than the industry and other automakers that have more electric vehicles nameplates.
• Electrified vehicles represented 13.5% of Ford’s total second quarter volume.

SUVs: Big Gains at Both Ends of the Showroom

• Expedition sales surged 43.9% to 31,298 — its best second quarter in 20 years —while Navigator soared 115% to 7,355, its strongest second quarter in 21 years.
• Bronco family (Bronco and Bronco Sport) delivered a record 78,543 SUVs, up 44.7%; Bronco alone had its best quarter since it debuted in 2021, jumping 51.3% to 39,468.
• Off-road performance trims (Raptor, Tremor, Timberline, FX4) now account for 20.9% of Ford’s U.S. mix, +3.3 ppts year-over-year.

Lincoln: Best Q2 Since 2007

• Lincoln sales rose 31% to 31,332 vehicles — its highest second-quarter tally in 18 years.
• Navigator (+115%), Nautilus record Q2 (+19.3%), Corsair (+4.5%) and Aviator (+28.0%) all contributed to the brand’s momentum.

Digital & Services: Ford Pro Intelligence and BlueCruise Momentum

• Ford Pro Intelligence paid software subscriptions grew more than 20% year-over-year in the second quarter and total more than 750,000 active subscriptions today.
• BlueCruise hands-free highway driving surpassed 6 million cumulative hours at the end of the second quarter, with versions 1.4 and 1.5 now shipping on 2025 vehicles.

Mobile Service Continues Growth

Strong momentum continues into the second quarter, with services up 14% versus prior year. Ford delivered 969,133 service experiences in the second quarter and 1.8M experiences in the first half of the year. These include Mobile Service — in which technicians drive to service a customer’s vehicle — and Pickup & Delivery — in which a dealer employee picks up, services, and returns a customer’s vehicle.

Dealers have provided more than 578,899 Mobile Service experiences during the second quarter of this year, up 21% from year ago.

Looking Ahead

In the third quarter, the recently revealed Explorer Tremor and new F-150 Lobo street truck are expected to start shipping to customers. Available with a 400-horsepower EcoBoost engine, Explorer Tremor expands the Ford family of Tremor off-road vehicles for customers who need next-level off-road capability and performance beyond four-wheel drive. The F-150 Lobo, Ford’s newest performance-oriented truck comes standard with a 5.0-liter V8, lowered stance, automatic four-wheel drive and unique looks for customers who want street truck style with F-150 capability and toughness.

“We’ve heard from customers who love our current trucks and SUVs but want something that fits their lifestyle event better — both on- and off-road,” said Jim Baumbick, vice president, Advanced Product Development, Cycle Planning and Programs. “Adding Tremor capability to Explorer and expanding F-150’s lineup with Lobo style and performance is continuing to give Ford customers what they love and can’t live without.”

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[Larrymoe]

I wonder where these sales are?

My local Ford has dozens of trucks that have been there a good while. A handful were on the lot when I took delivery of mine in September.

 

[Henfield]

Local dealers seem packed with cars. Local Honda and Toyota dealers empty lots. Guess the year end sale aka employee pricing isn't good enough.
My Clients are cutting back on discretionary spending because their clients are to. So, the deals will stay as buying a $70k vehicle is definitely discretionary.

 

[EnjoyMyLoad]

Its me. Single handedly made this happen with my Tremor purchase.

 

[Flatus]

Me and my wife were part of this. She purchased an Expedition and I purchased a F150.

 

[Old Hat]

Some buyers were motivated to beat any tariff. Employee pricing had to help.

 

[Los150]

Lincoln: Best Q2 Since 2007

• Lincoln sales rose 31% to 31,332 vehicles — its highest second-quarter tally in 18 years.
• Navigator (+115%), Nautilus record Q2 (+19.3%), Corsair (+4.5%) and Aviator (+28.0%) all contributed to the brand’s momentum.

We just turned in our Corsair for a Nautilus. That big screen is super nice and surprisingly not "in your face". It sits at a good height. No need for a HUD.

 

[EnjoyMyLoad]

Some buyers were motivated to beat any tariff. Employee pricing had to help.

The employee pricing actually made it harder for me because dealerships were dead set on the price listed with the discount. I had a couple that were willing to negotiate beyond the discounted price. Add in the memorial incentive and it was a done deal for me and my Tremor.

 

[JCsTruck]

I wonder if that employee pricing coupled with the tariff fear induced vehicle run had anything to do with it. Sort of similar to every time the weatherman predicts bad weather in our area people flock to the grocery stores and clean off the shelves like it’s going to be the next Armageddon. It’s amazing to me the money people seem to have to just go out and purchase one, or even two $50,000 plus vehicles like if they were at the grocery store buying a gallon of milk and its just another day. No bid deal, right!

I see people struggling mostly to pay their bills and I think many people may be putting themselves in a lot of debt which in the long run isn’t good. I hope I am wrong.

 

[Xman]

I wonder where these sales are?

My local Ford has dozens of trucks that have been there a good while.....

Sales numbers are not the number of new vehicles leaving the dealers' lots but what rolled off the line at the factory. So when you look at the yearly total, it's the number of vehicles produced (left the factory) from 1 Jan to 31 December. When GM and Ford race to beat each other in pick-up sales, there often are hundreds of pickups on dealer lots to sell in January, February, and March which are "sales" that counted in the year prior. That's why March is "Truck Month" in TX. We had some dealers advertising they had 700 to 800 1/2 ton pick-ups on the lots in the DFW Metroplex.

 

[TopOMichXL]

A local dealer near me has half the trucks they had a couple months ago.
Not a big dealer, so it's easy to monitor.

 

[Davexxxx]

Hybrids jumped double-digits to 117,521 in the first half as Maverick Hybrid remained America’s best-selling hybrid pickup and F-150 Hybrid led full-size pickups.

Passers by, reported hearing open weeping, at Consumer Reports HQ. ?

 

[Henfield]

Its a shame Ford is scared to publish actual numbers of each. Words alone....... meaningless.

Also we don't know what their expectations are/were for 2025...

 

[Snakebitten]

I discovered that what I had assumed was a jamb packed Ford Dealership lot and that inventory was just sitting there was a mistaken assumption.

Or put another way, a friend of mine, that I have purchased multiple Ford vehicles from, pointed out that what I DIDN'T notice, while driving by daily, was the fact that the vehicles sold were immediately replaced with fresh ones. They don't leave an empty parking spot for much longer than a few minutes.

If they sold 8 F150's that day, there are 8 more waiting to get those spots on the drive-by staging.

 

[JoeF]

In the area I live in (central Ohio) I see twice as many RAM trucks as Ford, Chevy and Toyota trucks combined. I am definitely in the minority in my neighborhood.

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