Ford Q3 US sales fall 6.6% to 509,764 on Escape/Corsair phase-out; retail share up 0.4 pp

FORD MOTOR CO

Q3 US sales totaled 509,764 vehicles, down 6.6% YoY; excluding the planned Escape and Corsair phase-out, retail share rose about 0.4 pp to 12.1% and total volume was essentially flat.
F-Series September sales rose 2.4% to 67,448 trucks; YTD 561,508, more than 140,000 ahead of Chevrolet Silverado, on track for a 50th straight year as America's best-selling truck.
Super Duty Q3 production reached 110,275 trucks, up 4.4% and the best quarter in 19 years; overall F-Series production rose 4.5% to 266,777 trucks.
End-of-September F-150 supplier issue, unrelated to aluminum, is containable within Ford's FY2026 adjusted EBIT guidance of $10.0B-$11.0B provided July 28, 2026.
Paid software subscriptions exceeded 1.7 million through September, up more than 40% YoY; Maverick Hybrid set a Q3 record of 27,793 units, up 59.6%.

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