Ford's US Sales Jump 6% in 2025 Supported by Record Maverick Hybrids
Ford's US auto sales rose 6% in 2025, supported by record hybrid Maverick volumes and lower-priced trucks that offset a 0.9% EV sales decline versus a 7% industry drop. The company trades at an 11x P/E, 0.28 P/S and yields 4.5%, underlining its attractive valuation against EV peers.
1. Ford Faces Critical Mechanic Shortage
Ford CEO Jim Farley revealed that the automaker currently has 5,000 unfilled technician positions nationwide. To attract skilled mechanics, Ford is offering total compensation packages that can exceed $160,000 annually, including base pay, performance bonuses and comprehensive benefits. Despite aggressive recruitment efforts and partnerships with vocational schools, the company reports a 20% annual attrition rate among its service technicians, exacerbating inventory turnaround times and customer waitlists at over 3,000 authorized dealerships.
2. U.S. Auto Sales Climb on Hybrids and Affordable Trucks
In its full-year 2025 report, Ford’s U.S. retail sales rose 6% compared with the prior year, driven by strong demand for its hybrid lineup and entry-level pickup trucks. The Ford Maverick hybrid set a new annual sales record by the end of November, contributing to a 12% segment-leading increase in compact pickup deliveries. During the fourth quarter, Ford recorded a 4.5% year-over-year gain in overall sales, more than offsetting a 15% decline in electric vehicle volumes as consumer preference shifted toward lower-priced, fuel-efficient models.
3. Strategic Retreat from Unprofitable EV Plans
Citing persistent net losses in its electric vehicle division, Ford has significantly scaled back or cancelled several high-cost EV projects scheduled for 2026 and beyond. The company will discontinue development of a premium electric SUV platform and defer expansion of its battery plant in Tennessee, redirecting an estimated $3 billion in capital expenditures toward hybrid powertrain upgrades and next-generation internal combustion engines. Management emphasized that hybrids now account for 18% of total U.S. retail sales, up from 10% two years ago.
4. Logistics Overhaul at Kentucky Truck Plant
Ford has selected Precision Vehicle Solutions to manage finished-vehicle logistics at its Kentucky Truck Plant, where the F-Series Super Duty and Expedition are assembled. Under the new contract, Precision will deploy 120 electric yard tractors and real-time shipment tracking software to streamline rail and port transfers. The initiative is projected to cut vehicle dwell time by 25% and lower logistics costs by $15 million annually, improving delivery consistency for fleet and commercial customers.