Ford Motor US September Sales Drop 9%

Ford Motor Company (NYSE: F) today reported that US September sales dropped 9% year-over-year. Toyota, Ford and Stellantis sold fewer vehicles in August than in June. For the calendar year-to-date, Ford is treading water in the deep end of the global automaker pool with sales down -1%. 

However, Ford is notching some low-volume victories, which might bode well, if – big if – it can transition from its internal combustion engine legacy vehicles  – the heart of Ford Motor – while successfully surviving without missing a beat a transplant to an all-electric future.

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F-150 Lightning remains America’s best-selling electric pickup with sales totaling 8,760 since its launch this year in June. The E-Transit was also America’s best-selling electric van in September. The E-Transit, for the moment, has a 90% share of the overall electric van market. Through September, Ford has sold 4,387 electric vans.

GM sold more full-size pickups than Ford in 2020 and 2021, and based on GM’s results this year is on track to do so again in 2022. SUV sales remain strong, though. Ford Bronco behind Ford SUV growth this year, with overall Ford SUV sales up 11.1% at 658,000. September Escape sales gained 7% at 12,265, ytd 109,000 or -2.2%. (AutoInformed – Parked: August US Light Vehicle Sales Still at 1.1M; –GM Q3 US Sales Up 24%; – Toyota Motor North America September US Sales Up 17%)

“Demand remains strong with new retail orders rapidly expanding. We are very pleased with the work from our dealers, employees and the area’s first responders, as they are working tirelessly to recover in Florida from Hurricane Ian,” said Andrew Frick, vice president, Sales, Distribution & Trucks, Ford Blue in a press release. Ford no longer holds sales results media calls.