Ford Stock Drops as Q2 Sales Miss Year-Ago Levels by 10%

New York, July 3: Ford Motor Co (NYSE: F) was sinking lower on Thursday, pulling back to close the session at $13.36 after shedding $0.28 or 2.05% on volume of 49,011,929 shares, about 3x its usual daily volume. The late selling came after Ford posted second-quarter U. S. new vehicle sales that were down 10.3% from the year-ago period. 

Thursday’s open at $13.82 saw Ford stock range from an intraday low of $13.22 to an intraday high of $14.00, before grinding lower to finish near its daily low. Late sellers appeared to remain in control of the stock throughout the trading session.  

Ford is now trading significantly below its 52-week high of $17.78 from May 29, 2026, but well above its 52-week low of $10.68 from August 1, 2025. That puts Ford stock about halfway between its annual trading extremes. 

Stock’s Three-Month Price Performance 

Zooming out to the monthly chart, Ford stock can be seen rising from around the $12 area in early April to highs above $16 in early June as broader optimism surrounding Ford’s turnaround story helped send the stock to its 52-week high before drifting slowly lower through the latter half of June and into Thursday’s sales-driven sell-off. 

Monthly Total Return for Ford 

Ford’s total return data helps illustrate the stock’s tumultuous price moves throughout the year. Ford is down 17.98% over the past month as broader weakness through late June and Thursday’s plunge cut deeply into year-to-date gains but is still up 16.78% over the past quarter and 15.89% over the past year, reflecting the strength of the bull run that took the stock to its yearly high earlier this year. Ford stock is up 3.96% over the past six months but comes in negative 3.63% over the past three years. This combination paints the picture of a stock that has bounced back rather sharply over the course of the past year after a multi-year period of poor performance.

10% Drop in Vehicle Sales Hits Ford Shares 

Ford Motor’s shares slipped Thursday after the automaker, CNBC reported, grappled with supplier disruptions for its F-Series trucks and a big decline in sales of all-electric vehicles during the second quarter. 

Sales of Ford’s all-electric vehicles dropped by 40.7% during the quarter compared with the same period last year, the Detroit automaker said Thursday. The automaker blamed lower model pricing due to incentive spending during the quarter. 

Ford’s first-half sales figures show continued retiming of F-Series commercial production compared with last year, and thus don’t fully reflect strong underlying customer demand. First-half retail F-Series sales are up year-over-year, Ford said in a statement. Supply is expected to be more fully restored in the second half of the year. 

Ford reported sales of 549,200 vehicles for the three months ended June 30, down from sales of 612,095 vehicles a year earlier. The quarterly decline narrowly missed analyst estimates from Cox Automotive that called for vehicle sales to tumble 11.5%. 

Ford sold 1 million vehicles year-to-date through June, down 9.6% from the 1.1 million vehicles sold during the first half of last year, according to CNBC. 

F-Series continues to be America’s best-selling truck. Ford’s U.S. retail market share is estimated to have increased 0.2 percentage point year-over-year to 12.3%. 

Ford’s results came one day after most major automakers posted stronger-than-expected second-quarter sales as hybrid demand increased. Closely watched rival General Motors reported its sales fell 4.2% from year ago levels as all-electric vehicle sales plunged.

Source

https://www.nyse.com/quote/XNYS:F