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Ford Third Quarter U.S. Sales Rise 8.2%; Seven Consecutive Months of Sales Growth
  • F-Series tops 600,000 trucks year to date, on pace for 49 straight years as America’s best-selling truck
  • Record quarterly electrified vehicle sales; Mustang Mach-E record quarter up 50.7%
  • Expedition posts best third quarter in 20 years; Bronco sets another record
  • Ford Pro paid-software subscriptions about 815,000, up 30% year over year
  • BlueCruise hands-free highway driving exceeds 7 million cumulative hours

Ford Motor Company extended its growth streak in the third quarter, increasing U.S. sales 8.2% and marking seven consecutive months of sales gains as customers continued to choose Ford’s lineup of gas, hybrid, and electric vehicles — supported by fast-growing digital services from Ford Pro.

“This quarter's growth showcases our portfolio's unmatched flexibility and breadth,” said Andrew Frick, president, Ford Blue and Model e. “We saw strong performance in gas, hybrid, and electrified powertrains, while at the same time growing our paid software solutions, all embedded in vehicles such as Expedition, Explorer and F-150.”


By the Numbers (Third Quarter)

  • Total sales: 545,522 (+8.2%)
  • Total pickups & vans: 313,654 (+7.4%)
  • F-Series: 620,580 sales year-to-date, is America’s best-selling truck (+12.7% year-to-date)
  • Electrified vehicles (hybrid, PHEV, BEV): 85,789 (+19.8%); 15.7% of mix
  • Expedition: 21,844 sales, best third quarter in 20 years (+47.4%)
  • Ford Pro paid software subs: about 815,000 (+30%)
  • BlueCruise hands-free driving: exceed 7 million cumulative hours


Trucks: Unmatched Powertrain Choice Powers Growth

  • F-Series sold 207,732 vehicles in Q3 (+4.7%), bringing the 2025 total to 620,580 trucks outselling its nearest competitor by an estimated 170,000 trucks.
  • Maverick recorded a third-quarter record with 34,848 sales; nearly 60% of buyers are new to Ford. Year to date, Maverick sales of 120,904 are up 10.9%.

Electrified Vehicles: Best Quarter Ever

Ford sold a record 85,789 electrified vehicles in the third quarter, up 19.8%. Year to date electrified sales reached 242,298 (+16.5%), outselling the estimated combined electrified sales of GM and Stellantis. Electrified vehicles represented 15.7% of Ford’s Q3 sales, up from 13.5% in Q2.

Hybrids

Hybrid sales hit a Q3 record at 55,177 vehicles.

  • F-150 Hybrid posted 22,212 sales in Q3 (+10.3%), remaining America’s best-selling full-size hybrid pickup.
  • Maverick Hybrid sales climbed to 63,516 YTD (+11.5%), leading midsize hybrid pickups.

Electric Vehicles

Ford electric vehicles achieved a new quarterly sales record with 30,612 sales (+30.2%).

  • Mustang Mach-E recorded its best-ever quarterly sales since going on sale in 2020: 20,177 (+50.7%).
  • F-150 Lightning delivered a third quarter record 10,005 pickups (+39.7%), continuing as America’s best-selling electric pickup.


SUVs: Expedition, Explorer, Bronco Drive Growth

  • Expedition sales soared 47.4% to 21,844 — its best third quarter in two decades. April through August, segment share has grown to 23%, up nearly five points compared to the same period a year ago.
  • Navigator added 4,957 sales (+10.5%), putting year to date volume at 16,370 — its best pace since 2007.
  • Bronco notched its best third quarter ever with 37,858 sales (+41.3%); Bronco family (Bronco and Bronco Sport) hit 68,681 (+11.9%).
  • Explorer, America’s best-selling three-row SUV, jumped 33.3% to 55,000; Year to date sales of 160,929 are the strongest since 2018.
  • Off-road performance trims (Raptor, Tremor, Timberline, FX4) account for 20.8% of Ford’s U.S. mix YTD, up 2.4 points compared to a year ago.


Commercial Vehicles: Ford Pro Expands

Ford remains No. 1 in commercial vehicles, based on Ford’s analysis of the most recent registration data through July with Class 1-7 truck and van share rising to 43% (+0.8 points year over year). Ford police vehicles also lead their segment and grew share with 60.6% share (+9.6 points year-over-year).

Transit remained America’s best-selling van with 42,503 sales (+32.3%), the nameplate’s second-best third quarter ever. Super Duty also gained, up 4.7%.


Digital & Services: Momentum Continues for Ford Pro Intelligence and BlueCruise

  • Ford Pro Intelligence paid software subscriptions grew by approximately 30% year-over-year in the third quarter with about 815,000 active subscriptions today.
  • BlueCruise hands-free highway driving surpassed 7 million cumulative hours at the end of the third quarter, with updates continuing to provide new hands-free capability to earlier model year vehicles.

On Sept. 23, Ford announced the rollout of its first BlueCruise over-the-air software update to eligible truck owners. Model year 2022-2023 F-150 and F-150 Lightning customers, along with 2024 F-150 Lightning customers, received BlueCruise 1.4, enabling new capabilities like hands-free lane changes.

Mobile Service Expansion

Ford’s U.S. Mobile Service fleet grew to more than 4,200 units (+12% year-over-year). In the third quarter alone, dealers completed over 950,000 remote service experiences, bringing the 2025 total to over 2.8 million and enhancing convenience for owners nationwide.


Looking Ahead

The recently revealed Explorer Tremor and F-150 Lobo street truck begin shipping in the fourth quarter. Explorer Tremor brings an available 400-horsepower EcoBoost engine and added off-road capability, while F-150 Lobo offers a lowered stance, 5.0-liter V8 and unique street-performance style — further expanding Ford’s performance-oriented lineup.


Ford Mustang Mach-E Mach-E records its best-ever quarterly sales with 20,177 units sold in Q3 2025 Screenshot 2025-10-01 at 8.19.48 AM
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GreaseMonkey

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Now do it again in Q4! That’s where the rubber meets the road.
 

ChrisO

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Now do it again in Q4! That’s where the rubber meets the road.
Well, they have played a trick that will get them a bit farther down the road. Ford Credit has bought up all the inventory at the dealers to get the credits now (GM did the same). So, they can continue the savings until at least those cars are sold.
 

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Well, they have played a trick that will get them a bit farther down the road. Ford Credit has bought up all the inventory at the dealers to get the credits now (GM did the same). So, they can continue the savings until at least those cars are sold.
Smart. I’m rooting for all of them. We want EVs to thrive, not die.
 

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Well, they have played a trick that will get them a bit farther down the road. Ford Credit has bought up all the inventory at the dealers to get the credits now (GM did the same). So, they can continue the savings until at least those cars are sold.
will people be able to buy these cars? i thought the idea was that ford would buy the car from the dealer, claim the credit, and then lease the cars with a $7500 capital cost discount.
 


ChrisO

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will people be able to buy these cars? i thought the idea was that ford would buy the car from the dealer, claim the credit, and then lease the cars with a $7500 capital cost discount.
I'm not sure, it might only apply to leases. But I think the "credits" for buying went away long ago, so I never really understood where the discounts came from for buying in recently, most likely just from the states or Ford. So, that part should be the same.

There are several articles out there on this. Here is one I found with a quick search:
https://finance.yahoo.com/news/ford-gm-buying-own-evs-161627365.html
 

Mach1E

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I'm not sure, it might only apply to leases. But I think the "credits" for buying went away long ago, so I never really understood where the discounts came from for buying in recently, most likely just from the states or Ford. So, that part should be the same.

There are several articles out there on this. Here is one I found with a quick search:
https://finance.yahoo.com/news/ford-gm-buying-own-evs-161627365.html
Well played Ford, well played.

Of course it only buys a few months, but well played nonetheless.

So aren these Ford credit purchases included in these “record sales numbers?”
 

ChrisO

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Well played Ford, well played.

Of course it only buys a few months, but well played nonetheless.

So aren these Ford credit purchases included in these “record sales numbers?”
Interesting question, I certainly hope they haven't included the Ford credit buys, but I don't know.
 

Mach1E

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Interesting question, I certainly hope they haven't included the Ford credit buys, but I don't know.
Looking at the fact that Q3 numbers were as high as Q1 and Q2 combined, I would guess either the internal purchases counted or people rushed in to buy “before the credits expired.”

Either way it’s a short lived bump.
 

ChehRob

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Bad news would have been no bump 3rd quarter.
 

EB87

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Not surprising considering the $7500 tax credit has ended. EV demand in the 4th qtr will likely slow down.
 

preston4tw

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I have seen way more MachEs and Lightnings on the road here in the PNW! This announcement aligns with that observation.
Yeah idk if I just notice them because I drive one, but I feel like I've been seeing more MachEs on the road over here in the Henderson / Vegas NV area.
 
 







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