The Investor
03 Apr 2026, 13:24
Ford Motor Company reported a higher U.S. retail market share in Q1 2026, supported by strong demand for trucks and large SUVs despite an overall decline in total sales.
Ford’s retail share rose to 11.6%, up 0.2 percentage points, driven by double-digit growth in high-margin SUV models such as Explorer and Expedition. Combined sales of key SUVs increased 17.9%, while Expedition sales jumped 30.2% and Explorer rose nearly 30%.
The Ford F-Series maintained its position as America’s best-selling truck, with 159,901 units sold, reinforcing Ford’s long-standing leadership in the segment. Total pickup and van sales reached 257,475 vehicles, while the Ford Transit remained the top-selling van.
However, total vehicle sales declined 8.8% year-over-year, reflecting product transitions and tough comparisons with a strong prior-year period. Ford said it is focusing on a more profitable product mix, emphasizing SUVs, trucks, and commercial vehicles.
The company also highlighted growth in its software and technology segment, with Ford Pro subscriptions rising about 29% to over 865,000, and its BlueCruise hands-free driving system surpassing 10 million cumulative usage hours.
Ford’s retail share rose to 11.6%, up 0.2 percentage points, driven by double-digit growth in high-margin SUV models such as Explorer and Expedition. Combined sales of key SUVs increased 17.9%, while Expedition sales jumped 30.2% and Explorer rose nearly 30%.
The Ford F-Series maintained its position as America’s best-selling truck, with 159,901 units sold, reinforcing Ford’s long-standing leadership in the segment. Total pickup and van sales reached 257,475 vehicles, while the Ford Transit remained the top-selling van.
However, total vehicle sales declined 8.8% year-over-year, reflecting product transitions and tough comparisons with a strong prior-year period. Ford said it is focusing on a more profitable product mix, emphasizing SUVs, trucks, and commercial vehicles.
The company also highlighted growth in its software and technology segment, with Ford Pro subscriptions rising about 29% to over 865,000, and its BlueCruise hands-free driving system surpassing 10 million cumulative usage hours.
