Ford posts record Q4 and annual sales; in-house ADAS 30% cheaper and eyes-off tech on $30K EV by 2028

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Ford posted its best US quarterly and annual sales since 2019 in Q4 2025, driven by surging truck, SUV and hybrid volumes. The automaker said in-house Level 3 driver-assistance development cuts costs by 30% versus suppliers and will debut eyes-off driving on a $30,000 EV by 2028.

1. Record U.S. Sales Performance Since 2019

Ford posted its strongest U.S. retail deliveries and fourth‐quarter performance since 2019, reporting a 12% increase in full‐year volume to approximately 780,000 vehicles sold in 2025. Truck and SUV sales drove the gain, with F-Series trucks delivering a 9% lift to 235,000 units in Q4 alone and SUV sales rising 15% year-over-year. Hybrid models set an all‐time annual record, eclipsing 270,000 total deliveries—a 28% jump from 2024—led by the Maverick hybrid compact pickup, which contributed 65,000 units and became the fastest-selling hybrid in Ford’s history.

2. Strategic In-House Development of Advanced Driver Assistance

At the CES technology show, Ford announced it will develop Level 3 “eyes-off” driving software internally, achieving an estimated 30% cost reduction compared with its current supplier-sourced system. By integrating sensor data, ADAS computing, infotainment and networking functions onto a single architecture, Ford expects to eliminate redundant hardware, streamline software validation and improve feature scalability across its lineup. Key team leaders emphasize that in-house integration will deliver higher performance while reducing the number of separate electronic control units by up to 40%.

3. Mainstreaming Eyes-Off Technology on Affordable EVs

Ford plans to introduce its first Level 3 driver-assistance system on a roughly $30,000 all-electric model built on the new Universal EV platform in 2028. This platform, developed by a dedicated skunkworks team, reduces parts by 20%, cuts fasteners by 25% and accelerates assembly time by 15%. The strategy prioritizes volume accessibility over luxury positioning, backed by a $5 billion U.S. investment in EV and battery manufacturing. Executive leadership cites these efficiencies and integrated software controls as pivotal to delivering eyes-off capability broadly and cost‐effectively to mainstream buyers.

Sources

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