Ford February U.S. Sales Fall 5.5% as F-150 Lightning EV Plummets 76%
Ford sold 149,962 U.S. vehicles in February, down 5.5% year-over-year, with year-to-date volume at 285,324 units, a 5.4% decline. Large SUV sales jumped over 30% while F-150 Lightning EV sales plunged 76%, prompting Ford to refocus on ICE models and postpone its $30,000 midsize EV pickup to 2027.
1. U.S. February Sales Performance
Ford sold 149,962 vehicles in the U.S. during February, a 5.5% year-over-year decline from 158,675 units, bringing year-to-date volume to 285,324—down 5.4% from 2025.
2. SUV Segment Growth
Large SUV models outperformed, with Expedition sales up 27%, Explorer climbing over 33%, and Bronco gaining 28%, collectively driving SUV segment growth of more than 30%.
3. EV Sales and Strategy Shift
F-Series pickup volume fell 16%, led by a 76% plunge in F-150 Lightning EV sales following its discontinuation, prompting Ford to shift focus back to ICE products while developing a $30,000 midsize EV pickup for 2027.
4. External Market Factors
Escalating U.S.–Iran tensions spurred oil price increases, potentially boosting demand for ICE vehicles but also creating supply-chain and cost pressures that could influence Ford’s sales mix.