Ford Motor's Third-Quarter US Vehicle Sales Fall Amid Model Phase-Outs

02:50 PM EDT, 10/02/2026 (MT Newswires) -- Ford Motor (F) said Friday that its third-quarter US vehicle sales declined year over year, reflecting the planned phase-out of two of its sport utility vehicles as the automaker faced a supplier disruption affecting F-150 production. Ford sold 509,764 vehicles in three months through September, down 6.6% from the year-ago period. That follows a 10% annual decline in second-quarter sales. Sales during the first nine months of the year fell 8.6% annually to 1.52 million vehicles. In August 2025, the company reportedly planned to end production of Ford Escape and Lincoln Corsair at the end of that year. Excluding those two SUVs, third-quarter sales volume was essentially unchanged against an industry decline of about 1%, the automaker said Friday. The company's shares were down 1.5% in Friday trade, and have fallen 7.8% this year. Ford said a short-term supplier issue unrelated to aluminum affected F-150 production at the end of September, adding that the expected impact is "containable." "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, said in a statement. In the third quarter, sales of electric vehicles plunged 80% year over year to 6,047, while hybrids slid 20% to 44,308. Sales of vehicles running on internal combustion engines edged 0.1% lower. By vehicle type, truck sales rose 0.5% year over year, while SUVs declined 17%. RBC Capital Markets last month pointed to a cautious yet strengthening US backdrop for Ford. Separately, Tesla (TSLA) on Friday reported third-quarter deliveries above Wall Street's expectations, while Rivian Automotive (RIVN) affirmed its 2026 delivery guidance after reporting third-quarter deliveries of 19,248 units. On Thursday, General Motors (GM) said US vehicle sales fell 5.5% annually in the September quarter, while Stellantis (STLA) reported third-quarter sales of 324,277 units, compared with 324,825 a year earlier. Last week, Cox Automotive said it expected new vehicle sales in the US to fall 0.7% year over year in the third quarter. The platform projected Tesla and Ford's sales to decline by 31% and 7.1%, respectively. Price: 12.06, Change: -0.21, Percent Change: -1.71