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Ford had a dismal second quarter as group sales dropped 10.3%.
Mustang outsold Mach-E by more than 2:1, while Bronco beat Wrangler.
Lincoln sales plummeted 15.8%, largely due to axing the Corsair.
Ford brought back employee pricing for everyone on May 1 st and the offer is set to expire on July 6 th . However, don’t be surprised if it gets extended as sales have been dreadful.
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In the second quarter, group sales fell 10.3% to 549,200 units. That’s a decline of 62,895 vehicles and the automaker is down 9.6% year-to-date.
More: Ford Sales Plummet Nearly 14% Even With Employee Pricing For Everyone
Those are brutal numbers and hybrids didn’t even help. Despite sky high gas prices, Ford’s hybrid sales dropped 20% in the second quarter. That stands in stark contrast to rivals as sales of Kia hybrids soared 187% in June and were up 115% for the first half of the year.
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The automaker didn’t get help from electric vehicles either as sales plummeted 40.7% in Q2. The Mustang Mach-E fell 30.9%, while the discontinued F-150 Lightning was down 58.6% to a mere 2,421 units.
To put those numbers into perspective, the gas-powered Mustang outsold the EV by more than 2:1. This is also echoed in year-to-date sales, where the ICE-powered model is leading 28,725 to 11,632.
As we’ve pointed out numerous times in the past, the decision to eliminate the Escape is costing the automaker an insane number of sales. In the first-half of 2025, Ford moved 82,589 units. This year, they’ve only managed to sell 24,112 Escapes, which is a difference of 58,477. Dealers still have around 3,000 units remaining in inventory, but they’ll be gone soon enough.
It’s also worth noting Escape customers aren’t embracing the Bronco Sport as sales of that model were down 6.7% in Q2 as well as 1.3% year-to-date. However, Ford has been pushing some buyers to the Explorer and it was up 13.8% for the quarter and 21% for the year.
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Truck sales were down across the board in Q2 as the F-Series was off 11%, while the Ranger fell 9.8%. Even the Maverick, which offers a popular hybrid variant, was down 0.4%.
Despite a sea of bad news, Ford noted the Bronco set a second quarter sales record of 45,739 and a first-half record of 76,936. More importantly, it outsold the Jeep Wrangler for the quarter. That off-roader was down 12% to 41,793 units.
Overall, Ford brand sales were down 10% to 522,811 vehicles. The Blue Oval is also down 9.6% for the year.
While the automaker didn’t have much to celebrate, they said customer demand for the F-Series remains strong, but it’s still feeling the impacts of last year’s aluminum supply shortages. They also noted the elimination of the Escape and Corsair was bound to put a damper on sales.
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Lincoln Sales
That pain was clearly felt at the luxury brand, where sales fell 15.8% in the second quarter. This was largely due to 4,200 less Corsairs being sold. However, that wasn’t the only problem as the Navigator was down 17.4% while the Aviator was off 1.4%.
The only bright spot was the Nautilus, which had a record-setting Q2 thanks to 10,505 sales. Of course, that could all come to an end soon as the Chinese-built crossover needs special approval to continue being sold in the United States. This same process doomed Polestar in America, but it seems likely that Lincoln will get the green light.
2026 Lincoln Q2 US Sales
Model Q2 26 Q2 25 % Chg YTD 26 YTD 25 % Chg
Corsair 2,656 6,856 -61.3 8,001 13,096 -38.9
Nautilus 10,505 9,869 6.4 18,182 18,533 -1.9
Aviator 7,156 7,252 -1.3 13,422 12,021 11.7
Navigator 6,072 7,355 -17.4 10,394 11,413 -8.9
Lincoln SUVs 26,389 31,332 -15.8 49,999 55,063 -9.2
SWIPE
2026 Ford Q2 US Sales
Model Q2 26 Q2 25 % Chg YTD 26 YTD 25 % Chg
Bronco Sport 36,466 39,075 -6.7 71,487 72,438 -1.3
Escape 11,715 45,232 -74.1 24,112 82,589 -70.8
Bronco 45,739 39,468 15.9 76,936 72,063 6.8
Mustang Mach-E 7,032 10,178 -30.9 11,632 21,785 -46.6
Edge 0 962 -100.0 0 3,040 -100.0
Explorer 65,538 57,615 13.8 126,925 104,929 21.0
Expedition 22,857 31,298 -27.0 40,411 44,780 -9.8
Ford SUVs 189,347 223,828 -15.4 351,503 401,624 -12.5
F-Series 197,900 222,459 -11.0 357,801 412,848 -13.3
*F-150 Lightning 2,421 5,842 -58.6 4,481 13,029 -65.6
Ranger 16,294 18,064 -9.8 34,069 32,977 3.3
Maverick 47,850 48,041 -0.4 81,711 86,056 -5.0
E-Series 8,870 9,785 -9.4 18,229 19,464 -6.3
Transit 44,677 41,477 7.7 78,925 76,057 3.8
*E-Transit 293 418 -29.9 493 4,174 -88.2
Mustang 14,651 14,174 3.4 28,725 23,551 22.0
Ford Brand 522,811 580,763 -10.0 956,516 1,058,323 -9.6
SWIPE
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