Ford Motor Q1 U.S. Retail Sales Up 5%

Ford Motor Company (NYSE: F) said U.S. retail sales rose 5% in the first quarter of 2025.  However, overall, total Ford sales for the quarter decreased 1% year over year. Ford claimed this was “mainly due to daily rental fleet sales timing and lost volume from the discontinuation of the Ford Edge and Transit Connect.” In March, F-Series sales rose 38% with a first quarter increase of 24% on sales of 190,389 trucks. F-Series continued as America’s best-selling truck lineup based on preliminary data. General Motors left Ford in in the dust. (Read AutoInformed.com on: GM Q1 2025 U.S. Sales Lead Auto Industry )

“F-Series, along with the popular Ranger and Maverick, together lifted Ford’s total pickup sales to 243,317 in the first quarter. To close out the quarter, Maverick, as a result of improved availability, tallied an all-time monthly sales record of 19,008 pickups sold in March,” Ford said.

Ford Sales at a Glance

• Coming off a record year in 2024 from a small base in 2023, electrified vehicles (hybrid, plug-in hybrid, and electric) obtained Q1 sales totaling 73,623, up 26% over last year. In the first quarter, Ford’s electrified vehicles represented 15% of total sales – up 3 percentage points year-over-year.
• Mustang Mach-E is off to a record start on sales of 11,607 electric SUVs, despite limited inventory. The 2025 model year Mustang Mach-E SUVs are now in transit and will make their way to dealer lots in April. Sales of E-Transit, America’s best-selling electric van rose 30%, totaling only 3756.
• Total hybrid sales rose 33%, with F-150 hybrid also up 33%. Maverick, America’s most affordable pickup, begins the year as America’s best-selling hybrid pickup on sales of 21,414.
• Ford off-road performance vehicles totaled 105,222 pickups and SUVs in the first quarter – up 20%. These off-road performance vehicles include Bronco and Bronco Sport as well as Raptor, Tremor, Timberline and FX4 vehicle packages on Ford pickups and SUVs. Ford begins the year with off-road performance vehicles representing 21% of total sales, up nearly 4 percentage points compared to a year ago.
• Bronco, the leader of Ford’s off-road performance vehicles, jumped to a strong start in first quarter on sales of 32,595 SUVs, up 35% compared to the same period last year. Based on the most recent retail registration data, which lags in its availability, Bronco outsold Jeep Wrangler in December 2024 and January of this year. The Bronco family, including Bronco Sport, totaled 65,958 SUVs – up 19% over last year.
• Since 2023, the number of Ford Pro connected commercial vehicles grew by over 40% with greater than 5 million in operation today. The Ford Pro Intelligence software platform now has a~674,000 active subscriptions, based on end of first quarter estimates, up an estimated 20% year-over-year.
• Customer usage of BlueCruise, Ford’s hands-free highway driving technology, continues to grow. At the end of the first quarter, customer usage reached an estimated 5 million cumulative hands-free highway hours driven across Ford and Lincoln. The new BlueCruise 1.4 version of software, with an improved hands-free highway driving experience, has shipped on the new 2025 F-150, 2025 Expedition, and 2025 Lincoln Navigator. Meanwhile, BlueCruise 1.5 with Automatic Lane Change is shipping on the 2025 Mustang Mach-E.
• Ford and Lincoln dealers provided customers with more than 3.8 million remote service experiences in 2024. During the first quarter, with services up 11% and 879,204 service experiences. These include Mobile Service where technicians drive to service a customer’s vehicle, and Pickup & Delivery where a dealer employee picks up, services and returns a customer’s vehicle. Dealers have provided more than 503,822 Mobile Service experiences during the first quarter of this year, up 14.5% from year-ago.