- Ford reported a strong Q3 2025 sales increase in the U.S., up 8.2% year-over-year.
- The company sold 545,522 vehicles in the third quarter, led by pickups and electrified models.
- Sales of hybrid and electric vehicles rose 30.2% in Q3, with the Mach-E and F-150 Lightning setting records.
- Ford stock climbed to a 23% year-to-date gain following the sales report.
- Operating profit forecasts show a decline in 2025, with expected profits at $7 billion, down from an estimated $10 billion in 2024.
Ford announced this week that its third-quarter 2025 U.S. sales surged by more than 8% compared to last year. The company’s Q3 sales marked the seventh month in a row of gains, pushing shares higher during the trading session.
The automaker reported total Q3 sales of 545,522 vehicles, a year-over-year increase of 8.2%. Sales of its trucks, including the F-Series, Ranger, and Maverick, along with its vans, rose 7.4% to reach 313,654 units. F-Series trucks saw a rise of almost 13% year-to-date. Electrified vehicle sales, including hybrids and electric vehicles, hit a record 30,612 units during the quarter, up 30.2%. The Mach-E crossover led with 20,177 sold, while the all-electric F-150 Lightning recorded a Q3 high of 10,005 trucks sold, up nearly 40%. This made the F-150 Lightning the top-selling electric pickup in the U.S.
Ford CEO Jim Farley commented on the U.S. electric vehicle market, stating, “wouldn’t be surprised” if sales of EVs fell from an industry market share of around 10% to 12% this month to 5% after the EV tax incentive program ends. After the announcement about the tax incentive conclusion, demand for Ford and GM vehicles increased, sending the companies’ stocks higher.
Prior to Wednesday’s session, Ford shares had gained 21% in 2025. With the latest sales news, the stock was up 23% year-to-date. As a U.S-based automaker, Ford has faced fewer challenges from recent tariff threats compared to overseas manufacturers like Honda and Hyundai.
For the coming year, Ford estimates that operating profits will be about $7 billion in 2025, down from approximately $10 billion in 2024. The company also reported an expected impact of $2 billion on operating profits for 2025.
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