Ford Q4/2025 Sales Results - Up 6.0% for the Year

[rmc523]

[Sherminator98]

https://www.fromtheroad.ford.com/us/en/articles/2026/ford-2025-full-year-us-sales-results

[Sherminator98]

Some hot takes-

 

The Ranger AND Bronco increased sales this year...so maybe production space isn't as limited as we think.

 

The Bronco Sport is selling at the same level as the Escape did and will most likely surpass it this year, but then again shouldn't be that hard if its out of production LOL 

 

The Maverick had a great year, but I saw something that lots of them are on dealer lots still? I'm guessing it is the higher end models that people in that price range may not want to buy since they can get a lower end Ranger/F-150 for the same price?

[rmc523]

19 minutes ago, Sherminator98 said:

Some hot takes-

 

The Ranger AND Bronco increased sales this year...so maybe production space isn't as limited as we think.

 

The Bronco Sport is selling at the same level as the Escape did and will most likely surpass it this year, but then again shouldn't be that hard if its out of production LOL 

 

The Maverick had a great year, but I saw something that lots of them are on dealer lots still? I'm guessing it is the higher end models that people in that price range may not want to buy since they can get a lower end Ranger/F-150 for the same price?

 

Some interesting things I noted too in their callouts...

 

They highlight a lot of base "affordable" sales increases - specifically mentioned Maverick XL/XLT and Ranger XL sales.  They also called out Active Explorer sales, as well as Bronco/Bronco Sport Big Bend.

 

F-150 hybrid sales make up about 10% of overall F-series (not just F-150) sales.  Maverick hybrid sales make up about 52% of Maverick sales.

[rmc523]

Here are December numbers:

 

 

 

 

 

 

Q4 Truck comparisons below.  Rivian and Tesla haven't reported yet, but I wanted to put these out as-is for now.

 

 

[rmc523]

I was curious of sales by quarter to see the ups and downs of the year....

 

[akirby]

I'd love to see incentives overlaid on sales.  Was it 2nd qtr when they did employee pricing or was that last year?

[Sherminator98]

3 minutes ago, akirby said:

I'd love to see incentives overlaid on sales.  Was it 2nd qtr when they did employee pricing or was that last year?

April to July 2025 was when Employee Pricing happened

[akirby]

I guess that debunks the theory that not having cheap cars will hurt sales of higher priced vehicles.  Good vehicles like F series, Bronco Sport, Maverick, Bronco, Ranger and Explorer will sell regardless.

 

The harping on affordability and lower trims just confirms my previous statements that price sells.  And it can be profitable if you don't need big incentives.  That's why I think one of the TTP new trucks will be a slightly smaller than Maverick reg cab similar to the ce1 pickup.  True entry level allowing a new Maverick to move up a little.

[akirby]

6 minutes ago, Sherminator98 said:

April to July 2025 was when Employee Pricing happened

There you go.  Lower prices (or perception-of lower prices) yields more volume.  Raise prices and volume usually siffers.

[Sherminator98]

1 minute ago, akirby said:

The harping on affordability and lower trims just confirms my previous statements that price sells.  And it can be profitable if you don't need big incentives.  That's why I think one of the TTP new trucks will be a slightly smaller than Maverick reg cab similar to the ce1 pickup.  True entry level allowing a new Maverick to move up a little.

 

The rumor has the CE1 pickup being larger than the Maverick and smaller than the Ranger. That also indicates to me that the actual price will be in the upper 30K range instead of lower 30K range IMO. 

 

I like RMCs idea of a Bronco styled Maverick truck instead vs making a el cheapo single cab Maverick that would eat into the sales of the Maverick anyways. 

[akirby]

47 minutes ago, Sherminator98 said:

The rumor has the CE1 pickup being larger than the Maverick and smaller than the Ranger

I stand corrected. I thought the images of the ce1 pickup were single cab but now I see it's more Maverick sized.  I don't think it will be larger than Maverick though.

[rmc523]

57 minutes ago, Sherminator98 said:

 

The rumor has the CE1 pickup being larger than the Maverick and smaller than the Ranger. That also indicates to me that the actual price will be in the upper 30K range instead of lower 30K range IMO. 

 

I like RMCs idea of a Bronco styled Maverick truck instead vs making a el cheapo single cab Maverick that would eat into the sales of the Maverick anyways. 

 

 

I think Maverick would be affected by either of those offerings, TBH, but the question is how far does the Venn diagram of products overlap?

 

[Sherminator98]

25 minutes ago, rmc523 said:

I think Maverick would be affected by either of those offerings, TBH, but the question is how far does the Venn diagram of products overlap

 

Good question-the CE1 comes across to me as a lifestyle vehicle/truck-it can move around light weight stuff without too much impact to range. We need more info on it-it could be something like the Rivian or it might be something that is more radical but less of a truck, even more so then the Maverick as an example? Think a midsize CUV with a bed on it that can tow a jet ski or dirt bike?

 

I'd assume the higher end Mavericks would be affected by it more than the lower range that starts at $27K or so, which seems like where most of the Mavericks that are selling are at. 

[jpd80]

It’s a great year because F Series Sales were than 828k.

Explorer and Aviator also put in good sales performance 

 

For all of its faults, Ford still has the right parts performing

[rmc523]

1 hour ago, Sherminator98 said:

 

Good question-the CE1 comes across to me as a lifestyle vehicle/truck-it can move around light weight stuff without too much impact to range. We need more info on it-it could be something like the Rivian or it might be something that is more radical but less of a truck, even more so then the Maverick as an example? Think a midsize CUV with a bed on it that can tow a jet ski or dirt bike?

 

I'd assume the higher end Mavericks would be affected by it more than the lower range that starts at $27K or so, which seems like where most of the Mavericks that are selling are at. 

 

That's a fair point regarding Maverick's starting price still being lower than CE1.

 

I have a feeling it's going to be more in line with the '97 "aero" F-150 than the more boxy models.  But that's a double edged sword because you can't go too far without alienating the market (Cybertruck).

[jpd80]

Yes, CE1 achieves all of Ford’s objectives but is it really what enough buyers want

or is it more of a face saving exercise, “ hey look, we can build and afford BEV pickup”?

[ausrutherford]

Looks like F-150 production at Dearborn is back to normal, KC is still down, but Super Duty production is mostly back. 

 

Hopefully January is fully back to normal for all. 

[Sherminator98]

3 hours ago, jpd80 said:

Yes, CE1 achieves all of Ford’s objectives but is it really what enough buyers want

or is it more of a face saving exercise, “ hey look, we can build and afford BEV pickup”?

 

Nah I don't think it is that...because the CE1 will have multiple products built off it. I'm guessing the pickup was done first since Ford thinks that is what they are the strongest in. The issue is that it leaves other segments bare like the larger C CUV market in North America-but there is product coming, I just hope it gets here sooner then later. 

[DeluxeStang]

4 hours ago, jpd80 said:

It’s a great year because F Series Sales were than 828k.

Explorer and Aviator also put in good sales performance 

 

For all of its faults, Ford still has the right parts performing

Now if they can just fix the rest of this clown show they'll be a real powerhouse. 

[DeluxeStang]

5 hours ago, Sherminator98 said:

 

Good question-the CE1 comes across to me as a lifestyle vehicle/truck-it can move around light weight stuff without too much impact to range. We need more info on it-it could be something like the Rivian or it might be something that is more radical but less of a truck, even more so then the Maverick as an example? Think a midsize CUV with a bed on it that can tow a jet ski or dirt bike?

 

I'd assume the higher end Mavericks would be affected by it more than the lower range that starts at $27K or so, which seems like where most of the Mavericks that are selling are at. 

I've often said it should be a more lifestyle oriented truck with bold styling because Ford already has the commercial traditional truck lineup really flushed out already. Your proposal of like a crossover/truck hybrid is intriguing, I could see that really landing with some people. 

 

Audi tried something similar with this concept, and despite how polarizing as it is, I kinda love the way it looks. It probably won't be this radical but I'd be all over something that went in this direction. 

[Sherminator98]

2 minutes ago, DeluxeStang said:

I've often said it should be a more lifestyle oriented truck with bold styling because Ford already has the commercial traditional truck lineup really flushed out already. Your proposal of like a crossover/truck hybrid is intriguing, I could see that really landing with some people. 

 

Audi tried something similar with this concept, and despite how polarizing as it is, I kinda love the way it looks. It probably won't be this radical but I'd be all over something that went in this direction. 

 

The biggest issue with the rendering is the wheel/tire combo would kill range LOL

I have a feeling that the CE1 is going to look similar to the Trademark drawings they've put out-Its going to be blocky but aerodynamic. 

[DeluxeStang]

10 minutes ago, Sherminator98 said:

 

The biggest issue with the rendering is the wheel/tire combo would kill range LOL

I know, just imagine that with street tires, could still look kinda cool for what it was. I also agree the patent is the final design, it's just a "What if" type scenario for that more radical direction. 

 

I personally believe going with the patent image is the right choice because it's less polarizing. A proper ute would be neat, but maybe that's something they could explore in the future with like a future 2 door offering. 

Edited January 7 by DeluxeStang

[jpd80]

6 hours ago, Sherminator98 said:

 

Nah I don't think it is that...because the CE1 will have multiple products built off it. I'm guessing the pickup was done first since Ford thinks that is what they are the strongest in. The issue is that it leaves other segments bare like the larger C CUV market in North America-but there is product coming, I just hope it gets here sooner then later. 

Whisper is that Delivery timeline for the second CE1 isn’t until cy2029

All new platform, Ford is clearly taking roll out cautiously to avoid issues like CD6 Explorer.

By that I mean, get the construction and assembly processes down to pat with pickup and

then any other type of vehicle should follow a similar path…

 

Edited January 7 by jpd80

[twintornados]

5 hours ago, jpd80 said:

Whisper is that Delivery timeline for the second CE1 isn’t until cy2029

All new platform, Ford is clearly taking roll out cautiously to avoid issues like CD6 Explorer.

By that I mean, get the construction and assembly processes down to pat with pickup and

then any other type of vehicle should follow a similar path…

 

 

Well, for starters, CE1 is not being built in Chicago...lol