I gotta hand it to Ford, despite the record number of recalls and massive electric vehicle writedown, the Blue Oval had a fantastic 2025. In fact, its fourth quarter — and 2025 as a whole — represented its best quarterly and yearly result since 2019. Remember 2019? I don’t.
In Q4 alone, Ford sold 545,216 vehicles — a 2.7% gain over 2024’s Q4. And, for all of 2025, sales rose 6% to 2.2 million vehicles. Just to make everything a bit sweeter, its U.S. market share for the year increased 0.6% to 13%. Not bad guys, not bad. From the Detroit Free Press:
To break it out, the Ford brand sold 2.1 million vehicles for the year, a 6.2% gain over 2024 and its luxury brand Lincoln also inched up 2% to 106,868 units sold, lead by sales of the all new Navigator SUV. Navigator ended 2025 with sales up 42.8%, its best since 2007 on total sales of 22,185 SUVs.
[…]
Ford reported its sales of EVs for the year were 84,113, down 14% from 2024. For the quarter, EV sales plummeted 52% to 14,513 sold after the end of the federal tax incentive on Sept. 30. But sales of hybrid powertrain vehicles rose 22% to 228,072 for the full year, and increased 18% to 55,374 sold in the quarter.
[…]
Ford’s sales were largely supported by strong growth with its Maverick compact pickup and the ever-popular F-Series full-sized pickup lineup. Frick calls the Maverick, “America’s most affordable pickup,” saying Ford saw record Maverick sales last year. The 2025 Maverick starts at $28,145.
In the fourth-quarter, Maverick sales were up 54.2% to 34,147 and for the full year up 18.2% to 155,051 sold. Frick said the success Ford has had with Maverick and some other vehicles is due to offering expanded trim levels, a recipe to address the affordability constraints.
[…]
Ford experienced some hit to sales of its F-Series in the fourth quarter after two separate fires took down some production at aluminum supplier Novelis’s plant in Oswego, New York, late last year. Ford is its largest customer using the aluminum in the bodies of its trucks. Ford said in October that it will boost its F-Series production volume by more than 50,000 trucks in 2026, ramping up from the first quarter on, to make up for down time caused by an inability to get aluminum. It would do so by adding a third shift of employees at its Dearborn Truck Plant where Ford makes its gasoline- and hybrid-powered F-150.
In the fourth quarter, F-Series sales dipped 3.1% to 208,252 units sold compared to the previous year’s quarter. For the full year, sales rose 8% to 828,832 sold. Frick said Ford is on schedule to start backfilling some lost pickup production from 2025.
Ford ended up selling nearly 1.3 million trucks and vans in 2025, with F-Series volume up 8.3%, taking sales over 828,000 units. That is almost unfathomably high. Hell, even Ford’s vans were up 5.9% to 161,797 sales.
Of course, it wasn’t all peachy. Ford still managed to set a record for the number of recalls sent out in a single year with 153 (beating second Stellantis place by 100 recalls) and it took on a $19.5 billion write down for its EV business. I suppose you win some, you lose some.
