Ford Motor Company reported a 6% increase in U.S. vehicle sales for 2025, marking its highest annual sales since 2019. The automaker sold 2.2 million vehicles in the U.S. during the year, including a 2.7% rise to over 545,200 units in the fourth quarter. In comparison, Ford's U.S. sales in 2019 totaled 2.42 million vehicles.
Ford concluded the year as the third-largest automaker in the U.S. market, following Toyota Motor and General Motors. These sales figures align with analyst projections, such as those from Cox Automotive, which anticipated an approximate 2% increase in industry-wide sales to 16.3 million units in 2025.
Andrew Frick, president of Ford's non-fleet vehicle businesses, noted that the company's performance consistently outpaced the industry for ten consecutive months in 2025.
Operational Details and Sales Breakdown:
Ford's fourth-quarter performance occurred amidst ongoing production challenges for its F-Series pickup trucks. These issues stemmed from two separate fires at a New York plant operated by key aluminum supplier Novelis. Frick indicated that Ford is on schedule to mitigate lost production of these trucks, partly by adding an additional shift at a Michigan plant.
- F-Series Sales: Including the F-150, F-Series sales increased by 8.3% over the full year 2025 but declined by 3.1% in the fourth quarter.
- Electric Vehicle (EV) Sales: Ford's EV sales decreased by 14.1% in 2025, with a notable 52% drop in the fourth quarter.
- Hybrid Vehicle Sales: Sales of Ford's hybrid vehicles increased by nearly 22%, partially offsetting the decline in EV sales. The company anticipates further growth in this segment.
- Internal Combustion Engine (ICE) Vehicles: Traditional vehicles powered by internal combustion engines constituted approximately 86% of Ford's total sales volume in 2025.