Ford’s Sales Drop as Electric Push Slows

In February, Ford sold 149, 962 cars in the United States, a 5. 5% fall from last year’s 158, 675 units. Year‑to‑date sales reached 285, 324, down 5. 4% compared with the same period in 2025. Despite the overall decline, Ford’s large SUVs performed strongly: the Expedition grew 27%, the Explorer jumped over 33%, and the Bronco rose 28%, marking a record start for that model. Conversely, pickup sales slipped 16%. The F‑Series suffered a sharp drop, especially the F‑150 Lightning EV, which fell 76% after its recent discontinuation.

The company has pulled back on new electric models to concentrate more on internal‑combustion engines, yet it still plans a $30, 000 midsize EV pickup in 2027 built on its Universal EV Platform. Meanwhile, a tanker exploded near Kuwait, with an oil spill reported over 60 kilometers away, highlighting geopolitical tensions that can affect fuel markets. Ford’s recent stock price moved only 0. 09%, closing at $12. 82 in after‑hours trading, while analysts note the brand’s momentum remains solid over the long term.

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