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Ford Q2 sales drop 10.3% due to F-Series production issues, falling EV demand

CNBC · Jul 2, 2026, 1:22 PM · Also reported by 4 other sources

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  • DETROIT — Ford Motor on Thursday reported a 10.3% decline in its second-quarter U.S.
  • The Detroit automaker said its pure EV sales fell by 40.7% during the quarter compared with a year earlier.

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DETROIT — Ford Motor on Thursday reported a 10.3% decline in its second-quarter U.S. new vehicle sales as the company battled a supplier issue for its F-Series pickup trucks and a significant decline in all-electric vehicles.

The Detroit automaker said its pure EV sales fell by 40.7% during the quarter compared with a year earlier. Sales of its F-Series trucks, including the F-150, fell 11% as Ford began ramping up production after its top aluminum supplier restarted production following two fires late last year.

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