Ford U.S. Sales Slide 5.5% as F-150 Lightning Plunge Offsets Surging SUV Demand

Ford Motor Company reported a 5.5% year-over-year decline in U.S. sales for February 2026.

The automaker sold 149,962 vehicles during the month.

Year-to-date sales fell 5.4% compared to the same period in 2025.

Ford's decision to scale back electric vehicle offerings drove the overall decrease.

Sales for the discontinued F-150 Lightning EV pickup truck plunged 76%.

This sharp decline in EV volume served as a major contributor to the overall drop.

Internal combustion engine vehicles saw a substantial uptick in demand.

Ford Explorer sales surged by more than 33%.

Expedition sales increased by 27%.

Ford Bronco sales rose by 28%.