Ford US Vehicle Sales Rise 14% Driven by SUVs, Trucks

Ford Motor Company reported a strong 14.2% increase in U.S. vehicle sales in the second quarter of 2025, totaling 612,095 units and boosting its market share to 14.3%. This growth was driven primarily by a surge in demand for pickup trucks—including the F-series, Ranger, and Maverick—and SUVs like the Bronco, Expedition, and Explorer, with SUV sales up nearly 20%. Hybrid vehicle sales rose by 23.2%, reflecting strong interest in models like the Maverick and F-150 hybrids, while pure electric vehicle sales declined significantly by 31.4%. Ford's Lincoln brand also saw a 31% sales increase, marking its best second quarter in 18 years. Despite the EV slump, Ford's overall electrified vehicle sales (hybrids and EVs combined) increased 6.6%, contributing to a record 156,509 electrified vehicles sold in the first half of 2025. Analyst sentiment remains mixed, with some rating Ford stock as a Buy or Outperform, though concerns about tariffs and leverage persist amid cautious optimism about the company's financial outlook and growth potential.