Ford Builds Q3 Momentum with Retail Share Gains, Strong Truck and Large SUV Performance

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• Retail share gains: Excluding the planned phase-out of Escape and Corsair, Ford estimates its third-quarter retail share increased approximately 0.4 percentage points year over year to 12.1%.
• F-Series strength: September sales rose 2.4%, keeping F-Series on track for a 50th consecutive year as America's best-selling truck.
• Super Duty production: Third-quarter production reached 110,275 trucks, up 4.4% and the best quarterly result in 19 years.
• F-150 production: The expected financial impact of a short-term supplier issue that affected production of F-150 trucks at the end of September is containable within Ford's existing full-year 2026 adjusted EBIT guidance.
• Maverick Hybrid record: America's best-selling hybrid pickup set a third-quarter sales record with 27,793 trucks, up 59.6%.
• Bronco milestone: Bronco delivered record third-quarter and year-to-date sales
• Mustang leadership: Mustang sales increased 7.5% in the third quarter and 17.9% through September.
• Software growth: Active paid software subscriptions exceeded 1.7 million through September, increasing more than 40% year over year.

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Ford gained retail share and delivered strong truck and large SUV results in the third quarter, led by stronger F-Series sales in September and Super Duty's best quarterly production performance in 19 years.

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Adjusting for the planned phase-out of Escape and Corsair, Ford estimates its retail share increased approximately 0.4 percentage points year over year to 12.1%. Third-quarter sales totaled 509,764 vehicles, down 6.6%, reflecting the planned portfolio changes. Adjusting for Escape and Corsair, Ford's total vehicle sales volume was essentially unchanged compared with an industry decline of about 1%.

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Demand for Expedition, Explorer and Bronco, as well as Ford's off-road performance lineup, contributed to the company's retail share and pricing power as Ford continued its planned portfolio transition.

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Momentum strengthened in September, with total Ford and F-Series sales increasing for the month. Overall F-Series production rose 4.5% in the third quarter to 266,777 trucks, driven by Super Duty's strongest quarterly production performance in 19 years.

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"We delivered a solid quarter and continued to gain retail share adjusted for the planned sunset of Escape and Corsair," said Andrew Frick, president, Ford Blue and Model e. "Customers continue to choose our trucks, SUVs and performance vehicles, with F-Series, Bronco and our hybrid truck lineup posting standout results. Our dealers continue to turn our inventory quickly, and our vehicle stock is healthy as we head into the fourth quarter."

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Among full-line truck brands, F-Series had the highest retail share and retail revenue in the third quarter, along with the lowest incentive spending in the segment.

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Through September, F-Series sales totaled 561,508 trucks, extending its lead over Chevrolet Silverado to more than 140,000 trucks. F-Series remains on track for a 50th consecutive year as America's best-selling truck.

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September F-Series sales rose 2.4% to 67,448 trucks as production increased.

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Super Duty production totaled 110,275 trucks in the third quarter, up 4.4% from a year ago and its best quarterly production performance in 19 years.

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Overall, F-Series production increased 4.5% to 266,777 trucks in the quarter.

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At the end of September, production of F-150 trucks was affected by a short-term supplier issue unrelated to aluminum. The expected financial impact is containable within the full-year 2026 adjusted EBIT guidance of $10.0 billion to $11.0 billion Ford provided on July 28, 2026.

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• Total sales: Ford sold 509,764 vehicles in the third quarter and 1,516,279 vehicles through September.
• Retail share: Excluding the planned phase-out of Escape and Corsair, Ford estimates its third-quarter retail share increased approximately 0.4 percentage points to 12.1%.
• Truck and van leadership: Ford truck and van sales totaled 891,400 vehicles through September, making Ford America's best-selling truck manufacturer.
• F-Series: Sales totaled 561,508 trucks through September, more than 140,000 ahead of Chevrolet Silverado.
• Maverick Hybrid: Third-quarter sales rose 59.6% to a record 27,793 pickups. Year-to-date sales of 74,300 pickups also set a record.
• F-150 Hybrid: Sales totaled 34,527 trucks through September.
• Bronco: Sales reached a third-quarter record of 38,020 SUVs and a year-to-date record of 114,956.
• Explorer: Sales increased 17.6% to 189,210 SUVs through September.
• Transit: Sales totaled 119,185 vans through September, maintaining Ford's commercial van leadership.
• Paid software subscriptions: Active subscriptions exceeded 1.7 million through September, increasing more than 40% year over year.
• BlueCruise: Ford and Lincoln customers logged nearly 14 million cumulative hours of hands-free highway driving.

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Explorer's year-to-date growth reflected strong demand across its refreshed lineup. Combined sales of the high-margin Explorer Tremor and Platinum series increased 59.9%, while sales of the more affordable Active and ST-Line series rose 23.3%.

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Expedition year-to-date retail sales increased 10.1%. The vehicle's total sales declines in the third quarter and through September reflected the timing of fleet orders.

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Combined Explorer and Expedition sales totaled 249,481 three-row SUVs through September, making Ford the best-selling brand in the large three-row SUV segment, ahead of Chevrolet and Toyota.

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Ford's off-road performance vehicles, including Bronco, Raptor, Tremor and FX4 packages, represented 24% of the company's sales through September, an increase of 3.8 percentage points from a year ago.

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Sales across the lineup totaled 364,141 trucks and SUVs through September and 123,507 in the third quarter. Sales increased 8.4% year to date and 12.2% for the quarter.

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Within the lineup, Raptor sales increased 4.6% through September. Tremor-series sales more than doubled, increasing 122%, while Explorer Tremor delivered its best quarter since its launch late last year.

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Ford's range of powertrains, price points and certified pre-owned vehicles continued to attract customers.

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Combined Maverick, Ranger and Bronco Sport sales increased 9.5% through September to 112,627 trucks and SUVs. Entry-level models contributed to that growth:

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• Ranger XL sales increased 14.6% in the third quarter.
• Bronco Sport Big Bend sales increased 5.1%.
• Maverick XL sales increased 15.5%.

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Ford Blue Advantage certified pre-owned vehicle sales increased 44% in the third quarter. Ford Blue Advantage was the No. 1 certified pre-owned brand in the quarter, ahead of Toyota.

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Nautilus, Aviator and Navigator sales all increased in the third quarter.

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Nautilus sales rose 17.7% to 9,066 SUVs, the model's best third-quarter performance since the MKX entered the midsize premium SUV segment in 2007. Sales through September reached a model record of 27,248 SUVs.

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Aviator sales increased 11.3% to 4,887 SUVs in the quarter. Through September, Aviator sales totaled 18,309, its best nine-month performance since 2003.

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Ford remains the No. 1 commercial vehicle brand in the United States. Based on Ford's analysis of the most recent registration data through July, the company held a 41% share of the Class 1-7 commercial truck and van segment.

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Active paid Ford software subscriptions exceeded 1.7 million through September, an increase of more than 40% year over year.

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Ford and Lincoln customers logged nearly 14 million cumulative hours of hands-free highway driving with BlueCruise through the third quarter. Ford also continued deploying over-the-air software updates to bring newer capabilities to earlier-model-year vehicles.

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Ford Remote Services completed nearly 1.1 million customer experiences in the United States during the third quarter, up 11%.

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Mobile Service completed more than 701,000 experiences, an increase of 18%. Ford has nearly 4,500 Mobile Service units operating across the United States, the largest fleet of any automaker.

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Customers can now order the F-150 Carhartt Edition. Ford will begin taking orders later in October for the Bronco Filson and Bronco RTR editions.

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Ford Power Promise has been extended through the fourth quarter for customers who purchase or lease a new 2026 Mustang Mach-E. Eligible customers can choose between a complimentary home charging station with standard installation or $1,500 in bonus cash.