Ford experienced a 6% increase in sales last year, driven by strong demand for hybrid models and more affordable entry-level cars.

Ford Achieves Impressive US Sales Growth in Fourth Quarter

Ford (F) wrapped up a successful year with robust fourth-quarter results in the US, highlighting the automaker’s strong performance throughout 2025.

During the final quarter, Ford’s US sales increased by 2.7% compared to the previous year, fueled primarily by demand for trucks and hybrid models. For the full year, Ford’s US sales climbed 6%, reaching around 2.2 million vehicles. In comparison, competitor GM reported a 5.5% annual increase with 2.853 million vehicles sold, though GM experienced a decline in Q4 sales.

Ford’s market share in the US rose to 13.2% for the year, and the company’s stock saw a modest uptick in early trading.

Truck and Hybrid Sales Drive Ford’s Success

Although the F-Series trucks are typically Ford’s top sellers, Q4 saw a 3.1% dip in F-Series sales. However, annual sales for the F-Series rose by 8.3%, maintaining its position as America’s best-selling truck for the 49th consecutive year.

Similar to GM, Ford’s electric vehicle sales dropped sharply—down 50%—after the federal EV tax credit expired. While this credit expiration led to a decline in GM’s Q4 sales, Ford offset the impact with strong hybrid vehicle sales.

Ford achieved record hybrid sales in both Q4 and the full year, delivering 228,072 hybrid vehicles—a 21.7% increase over the previous year.

“Our record-breaking hybrid sales demonstrate that our strategy of offering gasoline, hybrid, and electric options is exactly what customers want right now,” said Andrew Frick, president of Ford Blue and Model e divisions.

The Maverick, Ford’s entry-level pickup featuring a standard hybrid powertrain, also set a new sales record with 155,000 units sold, marking an 18% year-over-year increase.

Affordability and Shifting Consumer Preferences

Ford reported that sales of its more affordable Maverick and Ranger pickups, along with the Bronco Sport SUV, surged by 41.3% in the fourth quarter. This trend highlights both the popularity of these models and growing concerns about new vehicle affordability. Ford emphasized that these results reflect strong consumer demand for budget-friendly options.

Challenges for Ford’s Electric Vehicles

The loss of the EV tax credit posed a significant challenge for Ford’s higher-priced electric vehicles. In response, Ford reduced prices on the F-150 Lightning late last year and is set to record a $19.5 billion charge as it shifts focus toward hybrids and traditional gasoline vehicles.

Meanwhile, sales of Ford’s gasoline-powered SUVs saw notable growth: Explorer sales increased by 14.7%, Expedition sales rose by 10%, and full-size Bronco sales soared by 33.7% over the year.

Looking ahead, Ford confirmed that a new midsize electric pickup, built on a cost-effective universal EV platform, is scheduled for release in 2027.

Industry Insights and Additional Resources

About the Author

Pras Subramanian is the Lead Auto Reporter at Yahoo Finance.

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