Ford Motor experienced a 10.3% decline in U.S. new vehicle sales during the second quarter of 2026, impacted by supply chain disruptions and weakening demand for electric vehicles. The automaker’s production of its popular F-Series trucks, including the F-150, was hindered by a supplier issue following two fires at its top aluminum provider. As a result, F-Series sales decreased by 11%, although Ford highlighted that this lineup remains the best-selling truck in America.

In addition to the drop in truck sales, Ford’s pure electric vehicle (EV) sales fell sharply, plummeting 40.7% compared to the same period last year. This marked one of the more significant declines among traditional automakers, underscoring challenges the company faces in transitioning its EV portfolio amidst shifting consumer interest. Despite these declines, Ford’s overall market share in the U.S. retail sector saw a slight increase to 12.3%, up 0.2 percentage points from the prior year.

Ford sold a total of 549,200 vehicles in the second quarter, down from 612,095 units a year earlier. Though this reflects one of the larger decreases among the major automakers for the period, the results marginally outperformed expectations set by Cox Automotive, which projected an 11.5% sales drop. Year to date through June, Ford’s total vehicle sales reached 1 million, a 9.6% decrease from 1.1 million vehicles sold in the first half of 2025.

The sales report from Ford comes amid a backdrop where many peers posted better-than-expected numbers, often driven by increased hybrid vehicle demand. General Motors, meanwhile, also faced a decline in sales of 4.2% with a drop in its EV segment. Industry data suggested that June U.S. auto sales improved by 7.5% year-over-year, raising the adjusted annual selling rate to 16.67 million units, surpassing some forecasts. Despite Ford’s challenges, the company anticipates recovering supply and production momentum in the latter half of the year.