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boardroom TNW July 02, 2026

Ford’s Q2 US sales fell 10.3% as EV sales dropped 40.7% and an aluminium shortage hit F-Series trucks

Ford’s Q2 US sales fell 10.3% as EV sales dropped 40.7% and an aluminium shortage hit F-Series trucks
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Ford reported a 10.3% decline in US new vehicle sales for the second quarter, selling 549,200 vehicles compared with 612,095 a year earlier. Pure EV sales plunged 40.7% year on year. F-Series truck sales, including the F-150, fell 11% after Ford’s top aluminium supplier suffered two factory fires late last year that disrupted production.

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