Ford Sales May 2026 - Down 13.6% Overall

[rmc523]

Well, May was a bloodbath.  Only 5 models had increases, everything else was down....

 

https://s205.q4cdn.com/882619693/files/doc_news/2026/Jun/03/Ford-U-S-May-2026-Sales-Release.pdf

 

 

 

 

 

 

 

Bronco Sport isn't absorbing Escape sales....I guess they'll argue Explorer is doing better....

I guess Ford is content to just let Lincoln dealers lose all Corsair volume instead of bringing over the Chinese model...

[Zestyg]

I picked a bad time to buy a share of Ford haha. It was only a tiny bit but I can at least hold out hope for a bump from more energy deals and UEV launch.

[twintornados]

7 minutes ago, Zestyg said:

I picked a bad time to buy a share of Ford haha. 

 

 

[Zestyg]

14 minutes ago, twintornados said:

 

 

Well the underlying idea still is in play, if it drops back down to $14 I can buy more until Ford Energy shakes out. If I was holding for dividends I’d probably have bought GM lol.

[twintornados]

Well, Ford's idea to sell all the boring Escape buyers a Bronco Sport was a bust...what is the current tariff rate to import from Spain? Asking for a friend. 

[BenKohnen]

I'd love to know where the heck all those F-150's produced wound up. It's felt like they'd stopped building them, by measure of how many we're seeing coming in for inventory. Same with Mavericks. And frankly, Explorers.

 

Rangers took a big dive because there's a stop-sale recall. I had one go out in April, our only Ranger sale for the year. Got three more on the lot... one is still sold, the other two have been sold and then backed out of because we couldn't deliver. One bought a Maverick, one bought something used private party.

 

And agreed, Escape buyers aren't Bronco Sport buyers. Edge buyers are only marginally Explorer buyers, too. And neither one bit on the original plan of "have them buy a Mustang Mach-E". I've been seeing Escape and Edge owners just keeping theirs rather than replacing with a newer ride. Some are taking the jump, but not as much as usual.

Edited Wednesday at 04:37 PM by BenKohnen

[Sherminator98]

1 hour ago, Zestyg said:

I picked a bad time to buy a share of Ford haha. It was only a tiny bit but I can at least hold out hope for a bump from more energy deals and UEV launch.

 

I've been buying Ford stock for years now and it always seems to be bad time to buy it lol

[Sherminator98]

51 minutes ago, twintornados said:

Well, Ford's idea to sell all the boring Escape buyers a Bronco Sport was a bust...what is the current tariff rate to import from Spain? Asking for a friend. 

 

Looks like the Escape is coming back in a couple of years based on the UEV platform according to Ford authority. 

[Sherminator98]

I'm shocked at the bump in Mustang numbers-is it demand or more production, or just more incentives on them?

[rmc523]

1 hour ago, BenKohnen said:

I'd love to know where the heck all those F-150's produced wound up. It's felt like they'd stopped building them, by measure of how many we're seeing coming in for inventory. Same with Mavericks. And frankly, Explorers.

 

Rangers took a big dive because there's a stop-sale recall. I had one go out in April, our only Ranger sale for the year. Got three more on the lot... one is still sold, the other two have been sold and then backed out of because we couldn't deliver. One bought a Maverick, one bought something used private party.

 

And agreed, Escape buyers aren't Bronco Sport buyers. Edge buyers are only marginally Explorer buyers, too. And neither one bit on the original plan of "have them buy a Mustang Mach-E". I've been seeing Escape and Edge owners just keeping theirs rather than replacing with a newer ride. Some are taking the jump, but not as much as usual.

 

I was curious about production numbers vs last year.....

 

Here are last year's figures (2025):

 

 

and this year (2026):

 

 

F-150 Total (2025): 254,996

F-150 Total (2026): 237,367

Difference.................-17,629

 

Super Duty Total (2025): 163,511

Super Duty Total (2026): 140,404

Difference..........................-23,107

 

F-series Total (2025): 418,507

F-series Total (2026): 377,771

Difference...................-40,736

 

Sales are down 51,847 vs. last year

 

[Zestyg]

1 hour ago, BenKohnen said:

And agreed, Escape buyers aren't Bronco Sport buyers.

As an Escape buyer I think the issue is that most of us either were value buyers or really wanted more of a car. The Escape sold best when it was a great value deal. UEV with it being designed just for American needs (rather than being torn between America and Europe who saw it different ways) should be able to fix that. Personally I am probably more niche than most Escape buyers and could be in market for the skunk truck.

 

42 minutes ago, Sherminator98 said:

 

I've been buying Ford stock for years now and it always seems to be bad time to buy it lol

Yeah legacy auto stocks are good for dividends bad for most other things.

[fordmantpw]

7 minutes ago, Zestyg said:

As an Escape buyer I think the issue is that most of us either were value buyers or really wanted more of a car. The Escape sold best when it was a great value deal. 

 

Bingo!  That's the reason the Escape was cancelled!  Early on, it was a hot product because it was first to market.  Toward the end of it's life, it's what people bought when they wanted a deal or a lot of car for the money.  That meant Ford wasn't making much on it, so it got cancelled.  That's what "boring" means.

[mackinaw]

5 hours ago, fordmantpw said:

 

Bingo!  That's the reason the Escape was cancelled!  Early on, it was a hot product because it was first to market.  Toward the end of it's life, it's what people bought when they wanted a deal or a lot of car for the money.  That meant Ford wasn't making much on it, so it got cancelled.  That's what "boring" means.

 

Farley has said that the RAV 4 had a $4,000 cost advantage over the Escape.  One reason why it was cancelled.

[jpd80]

11 hours ago, rmc523 said:

 

I was curious about production numbers vs last year.....

 

Here are last year's figures (2025):

 

 

and this year (2026):

 

 

F-150 Total (2025): 254,996

F-150 Total (2026): 237,367

Difference.................-17,629

 

Super Duty Total (2025): 163,511

Super Duty Total (2026): 140,404

Difference..........................-23,107

 

F-series Total (2025): 418,507

F-series Total (2026): 377,771

Difference...................-40,736

 

Sales are down 51,847 vs. last year

 

Yes, Ford has really pumped the brakes on production, is all of that to do with aluminum supply being tight?

Or is a fortunate overlap with softer sales and lower inventory (183k)

[rmc523]

7 hours ago, jpd80 said:

Yes, Ford has really pumped the brakes on production, is all of that to do with aluminum supply being tight?

Or is a fortunate overlap with softer sales and lower inventory (183k)

 

Hard to say since we don't have GM/Ram truck numbers to compare to until the beginning of next month.

[7Mary3]

Hey, F-650/750 sales are up slightly!  But at the pace they are going they won't break 10k sales this year.

[jpd80]

11 hours ago, rmc523 said:

 

Hard to say since we don't have GM/Ram truck numbers to compare to until the beginning of next month.

I thought as much but 69k for F Series in May is acceptable result given conditions 

 

The sales mix is always very profitable and so long as there are

no expensive recalls  then the profit will keep coming into Ford.

Edited Thursday at 11:58 PM by jpd80

[Zestyg]

On 6/3/2026 at 11:04 AM, fordmantpw said:

 

Bingo!  That's the reason the Escape was cancelled!  Early on, it was a hot product because it was first to market.  Toward the end of it's life, it's what people bought when they wanted a deal or a lot of car for the money.  That meant Ford wasn't making much on it, so it got cancelled.  That's what "boring" means.

It seems they’d probably desire to make money on things like the Escape. Otherwise I can’t possibly imagine why they’d want to go back, because the Bronco Sport is just a better business to be in and better car. If they actually get that PHEV version one day it would be a slam dunk.

 

They shouldn’t do this but IMO their lineup would make a lot more sense if they got a Focus/Fusion EV in 2029 rather than an Escape. Ford’s popularity in sedans was a lot deeper and more durable, i.e. people actually liked and wanted them.

[Joe771476]

Gee, look at Edge and Escape unit sales. Farley says these vehicles didn't fit the brand image!? Then why do Ford's sales numbers keep dropping by double digits every month, quarter, year? The guy's a moron.

[akirby]

1 hour ago, Joe771476 said:

Gee, look at Edge and Escape unit sales. Farley says these vehicles didn't fit the brand image!? Then why do Ford's sales numbers keep dropping by double digits every month, quarter, year? The guy's a moron.

Yet revenue and profit stays the same or goes up.  That tells you everything you need to know about those vehicles.

[Trader 10]

15 minutes ago, akirby said:

Yet revenue and profit stays the same or goes up.  That tells you everything you need to know about those vehicles.

It does regarding Escape but not Edge. 

[morgan20]

1 hour ago, Joe771476 said:

Gee, look at Edge and Escape unit sales. Farley says these vehicles didn't fit the brand image!? Then why do Ford's sales numbers keep dropping by double digits every month, quarter, year? The guy's a moron.

 

24 minutes ago, akirby said:

Yet revenue and profit stays the same or goes up.  That tells you everything you need to know about those vehicles.

 

Jimbo may have done some moronic things in his Ford career, but dumping boring anonymous unibody blob crossovers like Edge and Escape ain't one of them.

 

To akirby's point, he understands that higher sales numbers do not necessarily indicate a healthy business, and that Ford is better off as a company embracing the no boring cars mantra even if it results in unit sales decline. 

Edited Friday at 02:41 PM by morgan20

[fordmantpw]

19 minutes ago, Trader 10 said:

It does regarding Escape but not Edge. 

 

Yeah, the Edge was a mistake, and Ford knows that.  Had the 3-row BEV panned out, it would be a different story.

On the flip side, there will be more profit from the Super Duty at OAC than Edge was generating.

[morgan20]

14 hours ago, Zestyg said:

Ford’s popularity in sedans was a lot deeper and more durable, i.e. people actually liked and wanted them.

 

Nah, people actually liked and wanted the rebates, discounts, and other deals that Ford and its dealers offered on their unibody sedans more than anything about the cars themselves, which were unremarkable. 

 

The Ford big shots absolutely did the right thing to exit the sedan segment back in 2020. That segment continues to decline  to this day.  

 

[Trader 10]

21 minutes ago, morgan20 said:

 

 

Jimbo may have done some moronic things in his Ford career, but dumping boring anonymous unibody blob crossovers like Edge and Escape ain't one of them.

 

To akirby's point, he understands that higher sales numbers do not necessarily indicate a healthy business, and that Ford is better off as a company embracing the no boring cars mantra even if it results in unit sales decline. 

Of course dumping the Edge was “moronic”. It was simply long in the tooth. A new Edge on C2 was needed. Instead it was dropped and the plant was reconfigured twice at a cost of hundreds of millions. Plus zero revenue for the past two years. It will take years for Ford to recoup those dollars making the Super Duty.