Pickup Trucks, SUVs Drive Demand

The company’s truck sales jumped 11% in the three months through the end of June to 342,761 units, thanks to increased demand for the F-series, Ranger, and Maverick.

Automaker Ford Motor Co (F) on Tuesday said that it sold a total of 612,095 vehicles in the U.S. in the second quarter, marking a jump of 14.2% year-on-year, thanks to sustained demand for its pickup trucks and sport utility vehicles (SUVs).

Shares of Ford were up 3.2% at the time of writing.

The company’s truck sales jumped 11% in the three months through the end of June to 342,761 units, thanks to increased demand for the F-series, Ranger, and Maverick.

For the F-series, the quarter marked its best second quarter since 2019. The quarter was also the all-time best one for Maverick.

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Ford SUV sales in the quarter rose 19.6% to 255,160 units, with models including the Bronco, Expedition, and Explorer witnessing an increase in volumes.

However, the company’s electric vehicle sales slumped in the quarter by a significant 31.4% to just 16,438 units. Ford sells merely three electric vehicles in the U.S. – the F-150 Lightning pickup, the Mustang Mach-E SUV, and the E-Transit van. Sales of all three vehicles slumped in the quarter, with sales of the electric van falling as much as 87.7%.

Hybrid sales, however, rose 23.2% to 66,448 units owing to strong demand for the company’s Maverick hybrid and F-150 hybrid pickups. Hybrid and battery electric vehicles put together represented 13.5% of Ford’s total volume in the quarter.

Ford’s Lincoln brand, which sells several SUVs in the U.S., also witnessed a 31% jump in sales to 31,332 units in the quarter, its highest second-quarter tally in 18 years.

On Stocktwits, retail sentiment around Ford stayed unchanged in the ‘bearish’ territory over the past 24 hours while message volume stayed at ‘normal’ levels.

F’s Sentiment Meter and Message Volume as of 11:10 a.m. ET on July 1, 2025 | Source: Stocktwits

A Stocktwits user opined that the Q2 sales numbers were ‘great’ and overseas numbers for April and May have been ‘promising’. If Ford were to exceed Wall Street estimates for Q2 earnings, the stock could go over $12, they added.

Ford stock is up by 13% this year but down by about 12% over the past 12 months.

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