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Ford Motor Company (NYSE:F) on Friday reported a 6.6% year-over-year decline in third-quarter U.S. vehicle sales as planned portfolio changes weighed on volumes.
Ford sold 509,764 vehicles during the quarter. Excluding the planned phase-out of the Escape and Lincoln Corsair, however, total vehicle sales were essentially unchanged from a year earlier. The automaker said the broader U.S. industry declined about 1%.
Ford estimated its third-quarter retail market share, excluding the Escape and Corsair, increased about 0.4 percentage points from a year earlier to 12.1%.
The automaker sold 1.52 million vehicles through September. Truck and van sales totaled 891,400 vehicles during the first nine months.
F-Series remained a major driver. Sales reached 561,508 trucks through September, more than 140,000 ahead of the Chevrolet Silverado, Ford said.
September F-Series sales increased 2.4% to 67,448 vehicles. Ford said the nameplate remains on track for its 50th consecutive year as America's best-selling truck.
Super Duty production rose 4.4% year over year to 110,275 trucks in the third quarter, marking its strongest quarterly production in 19 years.
Overall F-Series production increased 4.5% to 266,777 trucks.
Ford also disclosed that F-150 production was affected late in September by a short-term supplier issue unrelated to aluminum. The company said the expected financial impact can be absorbed within its existing 2026 adjusted EBIT guidance of $10 billion to $11 billion.
Maverick Hybrid sales jumped 59.6% to a third-quarter record of 27,793 pickups. Year-to-date sales reached a record 74,300 vehicles.
Bronco sales also set third-quarter and year-to-date records, while Explorer sales increased 17.6% through September to 189,210 SUVs.
Meanwhile, Ford's active paid software subscriptions exceeded 1.7 million through September, up more than 40% from a year earlier.
F Price Action: Ford Motor shares were down 1.83% at $12.04 at the time of publication on Friday, according to market data.
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