rmc523 Posted March 4 Share Posted March 4 https://s205.q4cdn.com/882619693/files/doc_news/2026/Mar/04/Ford-U-S-February-2026-Sales-Release.pdf 3 Quote Link to comment Share on other sites More sharing options...
rmc523 Posted March 4 Author Share Posted March 4 Highlights: -Mustang has seemingly rebounded for whatever reason. -Bronco Sport isn't absorbing most Escape sales. -EV sales continue to be in the toilet -Expedition and Explorer are doing well -Ranger is doing better, even with Maverick below it -F-series still down, but I'm sure inventory is still affected by the fires. -Over at Lincoln, they had a great month overall, aside from Corsair, which will obviously decline throughout the year......I wonder if we'll see anything happen with importing the Chinese model or not. Quote Link to comment Share on other sites More sharing options...
Motorpsychology Posted March 4 Share Posted March 4 I suspect F Series and Medium/Heavy will rebound with fleet timing, although that is a steep drop for F's. I also think Ranger will still thrive when the UEV pickup comes out. If anything, It will canibalize Maverick. Hopefully, the March and Quarterlies will have more green cells 1 Quote Link to comment Share on other sites More sharing options...
jpd80 Posted March 4 Share Posted March 4 3 hours ago, rmc523 said: Highlights: -Mustang has seemingly rebounded for whatever reason. -Bronco Sport isn't absorbing most Escape sales. -EV sales continue to be in the toilet -Expedition and Explorer are doing well -Ranger is doing better, even with Maverick below it -F-series still down, but I'm sure inventory is still affected by the fires. -Over at Lincoln, they had a great month overall, aside from Corsair, which will obviously decline throughout the year......I wonder if we'll see anything happen with importing the Chinese model or not. Good summary and thanks again for your work with monthly sales tables. A sub 50,000 sales month for F Series would be concerning to Ford but that 172k inventory figure is on the lean side and probably suggests that Ford is pushing the most profitable sales mix it can do. Probably a bit early to yell fire in terms of sales slow down but could become a real issue by Q2 (we’ll see) Quote Link to comment Share on other sites More sharing options...
twintornados Posted March 4 Share Posted March 4 1 minute ago, jpd80 said: ...Probably a bit early to yell fire in terms of sales slow down but could become a real issue by Q2 (we’ll see) Not a good idea at the Aluminum plant that supplies Ford.... 4 Quote Link to comment Share on other sites More sharing options...
jpd80 Posted March 4 Share Posted March 4 (edited) 1 hour ago, Motorpsychology said: I suspect F Series and Medium/Heavy will rebound with fleet timing, although that is a steep drop for F's. I also think Ranger will still thrive when the UEV pickup comes out. If anything, It will canibalize Maverick. Hopefully, the March and Quarterlies will have more green cells If you were to ask Ford before the launch of Bronco if it would be happy to trade 11,000/mth Ranger sales, I think we know the answer. Ranger being an international success means its Future does not hang on US sales, it’s basically money for jam incremental sales while Bronco is the main game for MAP. (I do like the idea of a Bronco pickup for US market but no idea what Ford’s plan is) Edited March 4 by jpd80 1 Quote Link to comment Share on other sites More sharing options...
rmc523 Posted March 4 Author Share Posted March 4 3 hours ago, Motorpsychology said: I suspect F Series and Medium/Heavy will rebound with fleet timing, although that is a steep drop for F's. I also think Ranger will still thrive when the UEV pickup comes out. If anything, It will canibalize Maverick. Hopefully, the March and Quarterlies will have more green cells Really, for the most part, the red cells are where we already anticipated them being (Escape, EVs, even F-series with the plant fire), though obviously there are exceptions. 1 hour ago, jpd80 said: Good summary and thanks again for your work with monthly sales tables. A sub 50,000 sales month for F Series would be concerning to Ford but that 172k inventory figure is on the lean side and probably suggests that Ford is pushing the most profitable sales mix it can do. Probably a bit early to yell fire in terms of sales slow down but could become a real issue by Q2 (we’ll see) Yeah, it'll be interesting to see how the numbers play out as the year goes on for F-series as they move past the plant fire issue. Quote Link to comment Share on other sites More sharing options...
ausrutherford Posted March 4 Share Posted March 4 3 hours ago, jpd80 said: Good summary and thanks again for your work with monthly sales tables. A sub 50,000 sales month for F Series would be concerning to Ford but that 172k inventory figure is on the lean side and probably suggests that Ford is pushing the most profitable sales mix it can do. Probably a bit early to yell fire in terms of sales slow down but could become a real issue by Q2 (we’ll see) February is usually the lowest selling month to begin with, so the sub-50 does not concern me especially considering the fire. Quote Link to comment Share on other sites More sharing options...
2005Explorer Posted March 7 Share Posted March 7 I was one of the Ranger sales. My 2026 Ranger Raptor in Marsh Gray. I saw it sitting in front of my local Ford dealer and decided it was time to upgrade from my 2022 Ranger Tremor. 14 1 Quote Link to comment Share on other sites More sharing options...
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