Ford had its best year in six years: car sales in the US grew by 6%

Despite a difficult year and a decline in electric vehicle production, Ford reported growth in US sales in 2025, the best in six years. The company said it sold 2.2 million vehicles, 86% of which were internal combustion engines. Ford shares jumped 2.5% after the data was released, but Wall Street is not expecting further growth yet.

On Tuesday, January 6, Ford Motor announced that its US sales grew by 6% in 2025, reaching its best annual result since 2019. The company delivered 2.2 million vehicles to American customers. For comparison, in 2019, Ford sold over 2.4 million vehicles in the country. As a result, the automaker ranked third in the US last year, behind Toyota and the domestic market leader, General Motors.

"We are really pleased with the results for the year," said Ford President of Retail Sales Andrew Frick at a press briefing. "We have demonstrated consistent performance and outperformed the industry for ten months in a row."

The company's results were generally in line with analysts' expectations, according to CNBC. Nevertheless, Ford shares rose 2.5% in trading on Tuesday.

The automaker managed to show a 2.7% year-on-year increase in sales in the fourth quarter, despite problems with the production of the F-series pickup trucks. A fire broke out at the Novelis aluminum supplier's plant in New York, and metal shipments were suspended. According to Frick, Ford is on track to make up for the loss of tens of thousands of vehicles, including the launch of an additional shift at one of its Michigan plants.

Sales of F-series pickups, including the flagship F-150, rose 8.3% in 2025, but fell 3.1% in the fourth quarter.

Like other players in the automotive market, Ford delivered fewer electric vehicles in 2025. Their sales plummeted by 14.1%, including a nearly 52% drop in the fourth quarter after the US electric vehicle purchase subsidy program ended in September. The company announced in December that it would write off $19.5 billion in losses as part of a review of its EV division, in particular, it would discontinue the production of F-series electric pickups. At the same time, a 22% increase in hybrid sales partially offset the losses — Ford expects further growth in this segment.

Cars with internal combustion engines continued to account for the bulk of Ford's sales, representing approximately 86% of total sales in 2025.

Ford shares rose 41% over the year. At the same time, Wall Street is cautious about the company's prospects. According to MarketWatch, out of 23 analysts tracking the automaker's securities, 18 are neutral (Hold rating), only three recommend buying them, and two recommend selling. The average target does not suggest further growth in Ford's share price: the consensus price is $13.1, which is lower than the closing price on January 6.

This article was AI-translated and verified by a human editor