Supply Chain Issues and Electric Vehicles: Ford's U.S. Sales Drop 10%

Ford's U.S. car sales in the second quarter of 2026 fell by 10.3% compared with the same period last year, the automaker reported. This was due to supply chain issues affecting materials for the F-Series pickup trucks, as well as a significant drop in electric vehicle sales. Ford’s stock fell by more than 2% during Thursday’s trading session.

In the second quarter, Ford sold 549,200 vehicles, compared with 612,095 a year earlier. Although this is one of the most significant expected declines in sales among major automakers, the result was slightly better than the forecast by research firm Cox Automotive, which had predicted that sales would fall by 11.5%, CNBC notes.

Sales of Ford electric vehicles fell 40.7% in the second quarter compared with the same quarter last year, the automaker said.

The largest supplier of aluminum for pickup trucks halted shipments due to a fire at its plant late last year. As a result, sales of the F-Series pickup trucks—Ford’s most popular lineup, which includes the top-of-the-line F-150—fell by 11%. Now that aluminum shipments have resumed, Ford is ramping up production, according to CNBC.

“Despite continued strong consumer demand, F-Series sales in the first half of the year reflect delays in the production of commercial vehicles following last year’s aluminum supply shortage. Ford expects the supply situation to largely normalize in the second half of the year,” the company said in a statement.

For the first half of the year, including June, the automaker sold 1 million vehicles, which is 9.6% less than the 1.1 million sold during the same period last year.

Ford noted that, despite the decline in sales, the F-Series retained its status as the best-selling pickup truck in the U.S. The company also estimates that, at the end of the quarter, its share of the U.S. retail sales market rose by 0.2 percentage points compared to last year—to 12.3%.

Ford shares plummeted 2.2% to $13.3 during Thursday's trading session. Shares of its competitor, GM, fell 0.7%.

Ford's report was released after most of the major automakers had reported second-quarter sales results that exceeded market expectations. According to CNBC, they achieved these results primarily due to growing demand for hybrid vehicles. Meanwhile, quarterly sales at Ford’s main competitor, General Motors, fell 4.2% year-over-year due to a decline in electric vehicle sales, Reuters reports.

At the same time, Tesla's electric vehicle deliveries rose by 25% compared to the second quarter of 2025.

According to Motor Intelligence, new car sales in the U.S. rose 7.5% year-over-year in June, CNBC reports. On a seasonally adjusted basis, this corresponds to an annual sales rate of 16.67 million vehicles—higher than many analysts had expected.

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