Ford reported U.S. third-quarter 2026 sales of 509,764 vehicles, down 6.6% year over year, as the automaker continued the planned phase-out of the Ford Escape and Lincoln Corsair.
After accounting for the planned discontinuation of those vehicles, Ford said total sales volume was essentially unchanged from the prior-year period, while the overall industry declined about 1%.
Ford estimates its retail market share, excluding the Escape and Corsair, increased about 0.4 percentage points from a year earlier to 12.1%.
The company sold 1,516,279 vehicles during the first nine months of 2026.
F-Series remained a significant driver of Ford’s performance. Through September, F-Series sales reached 561,508 trucks, more than 140,000 ahead of Chevrolet Silverado, according to Ford.
September F-Series sales increased 2.4% to 67,448 trucks, keeping the nameplate on track for a 50th consecutive year as America’s best-selling truck.
Ford also increased F-Series production by 4.5% during the third quarter to 266,777 trucks.
Super Duty production reached 110,275 trucks, increasing 4.4% and producing its strongest quarterly manufacturing result in 19 years.
Ford disclosed that a short-term supplier issue unrelated to aluminum affected F-150 production late in September. The automaker expects the financial impact to remain containable within its existing full-year 2026 adjusted EBIT guidance of $10 billion to $11 billion.
The Maverick Hybrid recorded third-quarter sales of 27,793 vehicles, increasing 59.6% to a quarterly record. Maverick Hybrid year-to-date sales also hit a record 74,300 vehicles.
Bronco sales reached a third-quarter record of 38,020 SUVs and a year-to-date record of 114,956.
Explorer sales increased 17.6% to 189,210 vehicles through September. Combined Explorer and Expedition sales reached 249,481 three-row SUVs.
Ford’s off-road performance lineup, including Bronco, Raptor, Tremor, and FX4 models and packages, accounted for 24% of company sales through September.
Sales in that group totaled 364,141 trucks and SUVs through September, up 8.4% year over year. Third-quarter sales increased 12.2% to 123,507.
Ford also reported continued growth in its software and services businesses. Active paid software subscriptions surpassed 1.7 million through September, up more than 40% from the prior year.
Ford and Lincoln customers had logged nearly 14 million cumulative hours of hands-free highway driving using BlueCruise through the end of the third quarter.
Ford Remote Services completed nearly 1.1 million U.S. customer experiences during the quarter, up 11%. Mobile Service accounted for more than 701,000 experiences, increasing 18%.
KEY QUOTES:
“We delivered a solid quarter and continued to gain retail share adjusted for the planned sunset of Escape and Corsair. Customers continue to choose our trucks, SUVs and performance vehicles, with F-Series, Bronco and our hybrid truck lineup posting standout results. Our dealers continue to turn our inventory quickly, and our vehicle stock is healthy as we head into the fourth quarter.”
Andrew Frick, President of Ford Blue and Model e
