Ford's second-quarter sales in the US decreased by 10.3% due to a 40.7% decline in electric vehicle sales and an aluminum shortage affecting F-Series trucks.

      Ford's second quarter US sales decreased by 10.3%, totaling 549,200 vehicles compared to 612,095 in the same period last year. Sales of fully electric vehicles dropped by 40.7% year-on-year. F-Series truck sales, which include the F-150, fell by 11% following two factory fires at Ford’s main aluminium supplier last year that disrupted production.

      Ford noted that customer demand for the F-Series remains strong and that the sales drop is due to a "retiming of commercial production" linked to last year’s aluminium supply issues. The company anticipates a more complete recovery in supply during the second half of the year. Despite the decline, the F-Series continues to be the best-selling truck in America. Ford estimates its US retail market share grew by 0.2 percentage points year-on-year, reaching 12.3%.

      The results were slightly better than Cox Automotive's prediction of an 11.5% decline. Year-to-date through June, Ford has sold 1 million vehicles, which is a decrease of 9.6% from 1.1 million during the first half of last year. The overall US auto market is being transformed by rising hybrid demand, with most major automakers reporting stronger-than-expected Q2 results fueled by hybrid sales. GM's sales also declined, down 4.2%, along with a decrease in EV sales.

      In June, industry sales increased by 7.5% year-on-year, with an adjusted selling pace of 16.67 million units, surpassing most forecasts. The Big Three automakers are already making adjustments as birth rates decline and the rise of robotaxis looms, but the immediate outlook remains mixed. Hybrid vehicles are driving growth, whereas fully electric models are experiencing a downturn, and ongoing supply chain issues continue to affect individual automakers’ performance.