Ford Achieves Highest Annual U.S. Vehicle Sales Since 2019

• Ford sold 2.2 million vehicles in 2025 (up 6%) with Q4 sales rising 2.7% to over 545,200 units, though still below 2019's 2.42 million total
• F-Series pickup sales increased 8.3% annually but declined 3.1% in Q4 due to production issues from an aluminum supplier fire at a New York Novelis plant
• EV sales plummeted 14.1% for the year and 52% in Q4, partially offset by a 22% increase in hybrid vehicle sales, while traditional combustion engines still represent 86% of volume

Summary: Ford Achieves Highest Annual U.S. Vehicle Sales Since 2019

Key Performance Metrics:

Ford Motor reported a 6% increase in U.S. vehicle sales for 2025, totaling 2.2 million units—the company's strongest performance since 2019 when it sold 2.42 million vehicles. Fourth-quarter sales rose 2.7% to over 545,200 units. Ford maintained its position as the third-largest U.S. automaker behind General Motors and Toyota.

Sales Highlights by Segment:

• F-Series pickup trucks (including F-150) increased 8.3% annually but declined 3.1% in Q4 due to production challenges at supplier Novelis' New York aluminum plant
• Hybrid vehicle sales surged nearly 22%, helping offset weakness elsewhere
• Electric vehicle sales plummeted 14.1% for the year, with Q4 showing a dramatic 52% decline
• Traditional internal combustion engine vehicles represented approximately 86% of total volume

Strategic Developments:

Ford outperformed industry benchmarks for 10 consecutive months, with total results aligning with analyst expectations. The company is addressing F-Series production shortfalls by adding shifts at a Michigan plant to offset tens of thousands of lost units. Ford continues prioritizing hybrid expansion as EV demand softens.

Market Context:

Industry-wide U.S. vehicle sales reached an estimated 16.3 million units in 2025, according to Cox Automotive. Ford's performance reflects broader market trends of declining EV adoption and sustained demand for traditional trucks and hybrid alternatives.

The results demonstrate Ford's resilience despite supply chain disruptions and shifting consumer preferences in the automotive sector.