Ford Q1 2026 US sales: retail share up to 11.6%; SUV and truck demand strong

FORD MOTOR CO

Total sales of 457,315 vehicles; estimated retail share rose 0.2pp to 11.6%.
F-Series: 159,901 trucks sold, America’s No. 1 truck, sequential growth in Feb/Mar.
Explorer sales up 29.7% to 61,387; Expedition up 30.2% to 17,554.
Bronco family record Q1: 66,218 SUVs sold; Bronco Sport best-ever start at 35,021.
Ford Pro Intelligence paid subs rose ~29% to >865,000; BlueCruise >10.1M cumulative hours.

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