Ford Motor Company announced its first-quarter 2026 U.S. sales results, reporting a total sales decline of 8.8% year-over-year. The company attributed the decrease to planned product transitions and a challenging comparison to a strong Q1 2025. Despite the overall decline, Ford highlighted significant growth in its high-margin SUV segment and a slight increase in its retail market share.

Key Details

  • Total Sales: 457,315 vehicles were sold in Q1 2026, representing an 8.8% decrease from the prior year.
  • SUV Segment Growth: Combined sales of Bronco, Explorer, and Expedition SUVs rose 17.9%. Explorer sales increased 29.7% to 61,387 vehicles, and Expedition sales grew 30.2%.
  • Truck Performance: The F-Series maintained its position as America's best-selling truck with 159,901 units sold. Total pickup and van sales reached 257,475 vehicles.
  • Market Share: Estimated retail market share grew by 0.2 percentage points to 11.6% for the quarter.
  • Services Update: Ford Pro Intelligence paid software subscriptions increased by approximately 29% in Q1, surpassing 865,000 active subscriptions.