rmc523 Posted July 1 Share Posted July 1 (edited) Here are Ford's sales good to great numbers.....here are Ford's Q2 results https://s205.q4cdn.com/882619693/files/doc_news/2025/Jul/01/Ford-U-S-Q2-2025-Sales-Release.pdf And here are June monthly sales: Edited July 1 by rmc523 3 2 Quote Link to comment Share on other sites More sharing options...
akirby Posted July 1 Share Posted July 1 That horrible outdated uncompetitive Navigator up 115%….. 3 Quote Link to comment Share on other sites More sharing options...
joseodiaga4 Posted July 1 Share Posted July 1 13 minutes ago, akirby said: That horrible outdated uncompetitive Navigator up 115%….. You know that looking at a percentage can be deceiving, that 115% is considering last years numbers that were terrible. May was a good month surpassing 2k, but 1.7k is just a "normal" month for the Navi. Also take into consideration that the Escalade has sold more than 2x the number (24k, 28k if we add the IQs sales) 1 Quote Link to comment Share on other sites More sharing options...
rmc523 Posted July 1 Author Share Posted July 1 I have a truck sales comparison coming, but I'm waiting on some more reporting (namely Stellantis.....I won't wait for Tesla/Rivian for it. 1 Quote Link to comment Share on other sites More sharing options...
akirby Posted July 1 Share Posted July 1 20 minutes ago, joseodiaga4 said: You know that looking at a percentage can be deceiving, that 115% is considering last years numbers that were terrible. May was a good month surpassing 2k, but 1.7k is just a "normal" month for the Navi. Also take into consideration that the Escalade has sold more than 2x the number (24k, 28k if we add the IQs sales) YTD sales are up 75%. It’s on target to sell around 25k this year which hasn’t been done since 2005. 1 Quote Link to comment Share on other sites More sharing options...
joseodiaga4 Posted July 1 Share Posted July 1 27 minutes ago, akirby said: YTD sales are up 75%. It’s on target to sell around 25k this year which hasn’t been done since 2005. yeah, but I think it is a result of the market growth. The Escalade is also having great numbers, numbers that they haven't achieved for a long time, so I am not 100% sure it is an incredible performance, just the current trend in that segment. Also, should be nice to see the ratio between the 24s and the 25s, because the 24s have a big discount in order to empty that stock Quote Link to comment Share on other sites More sharing options...
morgan20 Posted July 1 Share Posted July 1 1 hour ago, rmc523 said: Here are Ford's sales good to great numbers.....here are Ford's Q2 results And here are June monthly sales: Thanks my friend rmc523, you're a master of the quarterly sales spreadsheets! 😊 Like you said the numbers are mostly good to great. The 31% decline in EV sales in Q2 is a sore spot though. GM sold more Chevy Equinox EV in Q2 than Ford's entire EV lineup. New products from Ford's low cost EV platform can't come soon enough 4 Quote Link to comment Share on other sites More sharing options...
ZanatWork Posted July 2 Share Posted July 2 Ford's in a flux state as is the EV market in general. The recent story about customers "not caring about engines" and the Navigator coming 3rd-of-3 when compared against its domestic competitors are subjects to muddy the optics. The low cost EVs, plus real showings of direction heading forward can't come soon enough...and, I hope the R&D for ICE engines gets some re-prioritization as the world seems to be reconsidering the overly-aggressive shift to EVs. 4 Quote Link to comment Share on other sites More sharing options...
Rick73 Posted July 2 Share Posted July 2 What’s behind E-Transit decline? Seems the recent larger-battery upgrade did not help much. First thought maybe businesses stopped buying EVs but GM’s BrightDrop improved considerably, though sales numbers still low. Quote And Ford only sold 418 E-Transit vans, down from 3,410 in the second quarter of 2024. (The company told TechCrunch that E-Transit sales were down as a result of larger fleet orders being placed in the first quarter.) Above statement explains some of the decline, but year-to-date data suggest there’s likely more than that affecting sales. 1 Quote Link to comment Share on other sites More sharing options...
twintornados Posted July 2 Share Posted July 2 6 minutes ago, Rick73 said: What’s behind E-Transit decline? Seems the recent larger-battery upgrade did not help much. First thought maybe businesses stopped buying EVs but GM’s BrightDrop improved considerably, though sales numbers still low. Above statement explains some of the decline, but year-to-date data suggest there’s likely more than that affecting sales. Since E-Transit is more likely a "commodity" sale (i.e. personal transportation shoppers don't typically shop it) when those fleet orders come in or not is key to a what would be considered a "successful" sales quarter. Quote Link to comment Share on other sites More sharing options...
rmc523 Posted July 2 Author Share Posted July 2 (edited) So I revamped my charts and I put together a look at the entire truck market for all of the competitors in each segment (I didn't do ICE vans, though) - enjoy...... Also, Tesla and Rivian haven't reported any figures yet, but I'm not going to wait on them, as they're weird in their reporting anyway. Please note, it's been a lot of work to create this new setup when I've have time, so there may be some errors - let me know if you see any....thanks! Edited July 3 by rmc523 4 Quote Link to comment Share on other sites More sharing options...
rmc523 Posted July 2 Author Share Posted July 2 18 hours ago, akirby said: YTD sales are up 75%. It’s on target to sell around 25k this year which hasn’t been done since 2005. As I said in the other thread, none of us are saying the new Navigator is terrible, just that Ford didn't push far enough. It's great that sales are their strongest in years, decades even, but it'll be interesting to see what happens as '24 inventory clears out, and whether it can maintain this pace. 2 Quote Link to comment Share on other sites More sharing options...
Rick73 Posted July 2 Share Posted July 2 49 minutes ago, twintornados said: Since E-Transit is more likely a "commodity" sale (i.e. personal transportation shoppers don't typically shop it) when those fleet orders come in or not is key to a what would be considered a "successful" sales quarter. That is similar to my first thought; that most E-Transit sales are commercial and not to private buyers, unlike Lightning and especially Mach-E. One poor month for E-Transit I can accept as an anomaly, but an entire quarter and June in particular shows a downward trend that’s hard to explain other than that demand for this type of vehicle has essentially disappeared. Obviously much depends on price and I have no idea what Ford may be doing in that area. Maybe they stopped taking a loss on each unit. If I had to guess, and that’s all it is, business owners may have determined that BEV commercial vans do not offer all the advantages they expected. Just a guess though. We’ll see what happens over next few months. Quote Link to comment Share on other sites More sharing options...
rmc523 Posted July 2 Author Share Posted July 2 Unfortunately, Ford isn't breaking down production numbers of E-Transit (or Lightning), nor inventory levels.....I was trying to find if it's something related to production. Quote Link to comment Share on other sites More sharing options...
bzcat Posted July 2 Share Posted July 2 (edited) I have two guesses on E-Transit. First educated guess is Ford completed delivery of a large fleet order E-Transit in Q1 or Q4 last year so sales have fallen on year over year basis. Amazon and FedEx each ordered a bunch and maybe one of the order is fully delivered. Second educated guess is Ford is supporting the Oshkosh NGDV so it is reducing E-Transit availability. USPS revised the order in 2024 to increase the EV so Ford probably caught flatfooted and decided to prioritize delivery of drivetrain components to Oshkosh and therefore reducing the E-Transit. Edited July 2 by bzcat Quote Link to comment Share on other sites More sharing options...
7Mary3 Posted July 2 Share Posted July 2 (edited) Lincoln is building momentum, Ford SUV sales are up almost 20%, and F-series sales strong. Heavy trucks sales are down an impressive 18% for the year (-43% for the month of June alone). Will Ford ever get serious about this market or are we seeing a slow fade to oblivion? Edited July 2 by 7Mary3 1 Quote Link to comment Share on other sites More sharing options...
rmc523 Posted July 2 Author Share Posted July 2 9 minutes ago, 7Mary3 said: Lincoln is building momentum, Ford SUV sales are up almost 20%, and F-series sales strong. Heavy trucks sales are down an impressive 18% for the year (-43% for the month of June alone). Will Ford ever get serious about this market or are we seeing a slow fade to oblivion? Remember, the Heavy truck sales are dependent on fleet buyers, so there may have been big orders in Q2 last year that weren't this year. But I agree about doing more for the segment. Quote Link to comment Share on other sites More sharing options...
7Mary3 Posted July 2 Share Posted July 2 7 minutes ago, rmc523 said: Remember, the Heavy truck sales are dependent on fleet buyers, so there may have been big orders in Q2 last year that weren't this year. But I agree about doing more for the segment. True, but Ford's 'heavy' truck sales have been on a downward trend for the last couple of years. Some of their recent product decisions (no air brakes on gas engine models, no diesel sales in CARB states) seem to be having an effect. 1 Quote Link to comment Share on other sites More sharing options...
Bob Rosadini Posted July 2 Share Posted July 2 9 hours ago, rmc523 said: As I said in the other thread, none of us are saying the new Navigator is terrible, just that Ford didn't push far enough. It's great that sales are their strongest in years, decades even, but it'll be interesting to see what happens as '24 inventory clears out, and whether it can maintain this pace. Could it be that the Escalade is a better looking vehicle-at least in my opinion. Quote Link to comment Share on other sites More sharing options...
joseodiaga4 Posted July 2 Share Posted July 2 5 minutes ago, Bob Rosadini said: Could it be that the Escalade is a better looking vehicle-at least in my opinion. Well This is subjective, I am on the team that doesn’t like the new front end, it looks really weird IMO, I prefer the old model exterior 2 Quote Link to comment Share on other sites More sharing options...
7Mary3 Posted July 2 Share Posted July 2 FWIW, I see a lot of Escalades and Yukon Denalis in livery service. The Navigator is not so well represented in the black car trade. Quote Link to comment Share on other sites More sharing options...
rmc523 Posted July 3 Author Share Posted July 3 15 hours ago, Bob Rosadini said: Could it be that the Escalade is a better looking vehicle-at least in my opinion. Eh, it's not bad looking, but I've always liked Navigator better. The GM triplets do look more athletic. I actually like the Escalade IQ's looks too. I think it stems back to Ford dropping the ball on the 3rd gen Navigator with weird styling, and then they hung it (and Expy) out to dry for way too long before finally redesigning it. The 18 was a massive step forward, and sales have gone up, but they set themselves back years ago and haven't recovered yet (vs. Escalade). Obviously there are other factors like factory space and whatnot that were pointed out above, but still... 2 Quote Link to comment Share on other sites More sharing options...
jpd80 Posted July 4 Share Posted July 4 (edited) On 7/3/2025 at 11:38 PM, rmc523 said: Eh, it's not bad looking, but I've always liked Navigator better. The GM triplets do look more athletic. I actually like the Escalade IQ's looks too. I think it stems back to Ford dropping the ball on the 3rd gen Navigator with weird styling, and then they hung it (and Expy) out to dry for way too long before finally redesigning it. The 18 was a massive step forward, and sales have gone up, but they set themselves back years ago and haven't recovered yet (vs. Escalade). Obviously there are other factors like factory space and whatnot that were pointed out above, but still... Black label went part of the way towards matching the level of customised interior trim selection in Escalade, I think that’s still an issue for the high end buyers plus those people probably expect a V8 to go with top money. You can see that Ford is not interested in going down those rabbit holes, mostly because it has been gearing up for a 3-Row BEV Lincoln for years but simply can’t get that done (Rivian based Lincoln) until T3 3-Row SUV drops. Looks like Lincoln is still stuck between two plans? Edited July 4 by jpd80 4 Quote Link to comment Share on other sites More sharing options...
ausrutherford Posted July 5 Share Posted July 5 Stick the Raptor R's engine in the Nav... 2 Quote Link to comment Share on other sites More sharing options...
joseodiaga4 Posted July 5 Share Posted July 5 4 hours ago, ausrutherford said: Stick the Raptor R's engine in the Nav... I also think this could be a good idea. The Escalade V starts at 162k so that would give a higher ATP 1 Quote Link to comment Share on other sites More sharing options...
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