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StocksMedium•6 April 2026•

1 min read

Ford's U.S. Sales Drop 9% in Q1 as EV and Truck Weakness Weighs

Stylized image of a Sysco distribution center with trucks, conveyor belts, and a Restaurant Depot store, with pallets of produce and boxes.

Key Facts

1Ford's U.S. sales declined 9% year-over-year in the first quarter.

2Declines in electric vehicles (EVs) and trucks outweighed gains in the passenger car segment.

Version History

1 additional source confirmed this story

Ford Motor Company reported a 9% year-over-year decline in its U.S. vehicle sales for the first quarter. The downturn was primarily driven by weakening demand in the high-volume truck and electric vehicle (EV) segments, which are critical to the company's strategy. These losses overshadowed growth seen in the passenger car category and specific SUV models. Despite the overall slump, the Explorer and Bronco models maintained strong sales momentum during the period. Investors are closely monitoring the performance of high-margin trucks, as their decline could pressure the company's revenue and market share. The results highlight the ongoing challenges Ford faces in scaling its EV transition while maintaining its core internal combustion business.