Overview

• Ford sold 545,522 vehicles in the quarter, up 8.2% year over year, marking a seventh consecutive month of U.S. sales growth capped by a strong September.
• Electrified sales hit a quarterly record at 85,789 units, with EV volume up 30.2% to 30,612 and Mustang Mach‑E sales jumping 50.7% to 20,177.
• The F‑150 Lightning posted a Q3 record with 10,005 deliveries and was the best‑selling EV pickup in the United States, according to Ford.
• Reuters reported programs in which automakers pre‑fund dealer inventory or structure leases so customers can still realize the expiring $7,500 federal EV credit.
• Core franchises remained strong, with pickups and vans reaching 313,654 units (+7.4%), SUVs up 12.2% led by Expedition (+47%), and Ford Pro software subscriptions near 815,000 (+30% year over year).