Can't we just be glad that sales are up and that the large-profit/revenue makers (F-Series, Transit, Expy/Nov, and Bronco) soared?   They pay the bills and allow for investment in other products. 

Well, apparently nobody should be interested in buying any us manufactured EVs either.  Why would they when your own CEO suggest they suck compared to the Chinese. This guy is unbelievable.      Ford CEO Jim Farley Says Tesla, GM, And Blue Oval Are No Match For Chinese https://fordauthority.com/2025/10/ford-ceo-jim-farley-says-tesla-gm-and-blue-oval-are-no-match-for-chinese/

I don’t understand Ford’s lack of commitment to these trucks. They have a manufacturing facility for them up and running, so I don’t understand why they don’t even make incremental improvements to them to make them more competitive or appealing to various customers. I see this class of truck regularly in use around me so clearly there is a market.     The last time you posted about this you outlined some  basic changes that would make them more capable and those did not seem to be that heavy of a lift to me. It appears it is mostly lip service regarding Ford commercial.    

The collapse of Cybertruck orders was a sobering moment, as was the current modest sales volume of Lightning    Farley is a bit like the character, Toad from the wind in the willows, always rushing from one fad to another….   I would caution people regarding the new big thing, Ford is only gearing up for Mid Sized BEV because it saves them a lot o money, not because it’s what buyers want and don’t think you’ll see that bargain price on arrival, we’ve been through that before

Indeed, it shows just how much it appeals to buyers who have grown tired of a sea of utilities.   and thanks again for the effort you put into those monthly charts, it really helps with clarity, let’s people see the changes.   I wonder if Mache E sales will ease back soon, the higher number is great but it’s probably pulling ahead sales…

Its by far the cheapest "truck" entry. It may not be body on frame but it does most everything the majority of small/mid-size truck shoppers need. While also getting really good MPG. It is also cheaper than similar small CUV's. The functionality for the cost is unmatched.    - XLT Maverick Hybrid is ~$30k  - SR5 Tacoma (RWD) is ~$38k - LT Colorado (RWD) is ~$37k   - XLE Rav4 Hybrid is  ~$35k  (SE Corolla Cross Hybrid is ~$31k) - Sport CR-V Hybrid is ~$35k (Sport HR-V is ~$28k)  

Here's a quarterly comparison of trucks:   Tesla and Rivian haven't reported figures yet, but everyone else has.    

True but I was thinking more about Ford’s supplier network and importing parts, they’re going to have to really watch themselves with that.

I don’t think the EV increase of 7000 units is all that impressive, particularly considering the expiration of the $7500 tax credit. 

I was surprised to see Maverick sales are still apparently like 60% conquest.