01—Abstract
Summary
Summary of the 8-K filed July 1, 2025. Cited figures are marked; the original filing is the authoritative source.
Ford Motor Company (NYSE: F) reported strong U.S. sales for the second quarter of 2025 in a news release dated July 1, 2025, furnished under Item 8.01 of this Form 8-K.
Total U.S. sales rose 14.2%a year-over-year to 612,095 vehicles, roughly ten times the estimated 1.4% increase for the U.S. industry. Ford's estimated market share expanded to 14.3%, up 1.8 percentage points from the first quarter. The company attributed the gains to its broad powertrain choices (gas, hybrid, electric, and diesel) across trucks, SUVs, and Lincoln vehicles.
Truck and SUV demand drove the results. Total pickup sales (F-Series, Ranger, Maverick) rose 15.1%b to 288,564, with F-Series up 11.5% to 222,459, its best second quarter since 2019, and Maverick posting an all-time best quarter. Bronco family sales rose 44.7% to a record 78,543, and Expedition and Navigator posted strong gains.
Lincoln sales increased 31.0%c to 31,332, its best second quarter since 2007. Electrified vehicle sales reached 82,886 (up 6.6%), representing 13.5% of the mix, and first-half electrified sales of 156,509 were a record. For investors, the release is a U.S. sales update rather than a financial disclosure: it contains no revenue, earnings, margin, or guidance figures, and the sales volumes are company-reported with market share and industry comparisons based on estimates.
The release also highlights growth in Ford Pro digital and service offerings, including more than 750,000 active paid software subscriptions (up over 20%d) and 969,133 service experiences in the quarter (up 14%). Management pointed to upcoming third-quarter launches of the Explorer Tremor and the Lobo street truck.
02—Key points
Key Highlights
- Total U.S. Q2 2025 sales rose 14.2% to 612,095 vehicles, versus an estimated 1.4% industry increase.
- Estimated U.S. market share reached 14.3%, up 1.8 percentage points from Q1 2025.
- Total pickup sales increased 15.1% to 288,564, led by F-Series (+11.5% to 222,459, best Q2 since 2019) and Maverick (record quarter, +26.3%).
- Bronco family sales hit a record 78,543 (+44.7%), and Lincoln sales rose 31.0% to 31,332, its best Q2 since 2007.
- Electrified vehicle sales were 82,886 (+6.6%), or 13.5% of Q2 mix; first-half electrified sales of 156,509 were a record (+14.7%).
- Ford Pro Intelligence paid software subscriptions grew over 20% year-over-year to more than 750,000 active users.
- The release contains no financial results, earnings, or guidance; it is a U.S. sales update furnished under Item 8.01.
03—Questions
Frequently Asked Questions
What did Ford report for U.S. sales in the second quarter of 2025?
Ford reported total U.S. sales of 612,095 vehicles, up 14.2% year-over-year, with estimated market share of 14.3%, up 1.8 percentage points from the first quarter. The company said this growth was roughly ten times the estimated 1.4% increase in the overall U.S. industry.
Which vehicle lines drove the strongest sales growth?
Growth was led by the Bronco family (+44.7%, a record 78,543), Lincoln (+31.0%), Expedition (+43.9%), Navigator (+115%), Ranger (+36.3%), and Maverick (+26.3%, an all-time best quarter). F-Series rose 11.5% to 222,459, its best second quarter since 2019.
Does this filing include Ford's financial results or guidance?
No. The 8-K furnishes a news release on U.S. sales volumes only. It contains no revenue, net income, margin, cash flow, or guidance figures, so investors should look to Ford's quarterly earnings reports for financial performance.
How significant are the electrified vehicle sales?
Electrified vehicles (hybrid, plug-in hybrid, and EV) totaled 82,886 in Q2, up 6.6%, and made up 13.5% of the mix. Ford reported record first-half electrified sales of 156,509 (+14.7%), with hybrids growing double digits and EV nameplates averaging 12,996 sales each through June.
What upcoming product events did Ford mention?
Ford said the Explorer Tremor, with a 400-horsepower EcoBoost engine, and the new Lobo street truck, with a standard 5.0-liter V8, are expected to begin shipping to customers in the third quarter of 2025.
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