Ford Motor — Oct 2, 2026 release

F-150 Production At the end of September, production of F-150 trucks was affected by a short-term supplier issue unrelated to aluminum. The expected financial impact is containable within the full-year 2026 adjusted EBIT guidance of $10.0 billion to $11.0 billion Ford provided on July 28, 2026. Third-Quarter and Year-to-Date Highlights • Total sales: Ford sold 509,764 vehicles in the third quarter and 1,516,279 vehicles through September. • Retail share: Excluding the planned phase-out of Escape and Corsair, Ford estimates its third-quarter retail share increased approximately 0.4 percentage points to 12.1%. • Truck and van leadership: Ford truck and van sales totaled 891,400 vehicles through September, making Ford America’s best-selling truck manufacturer. • F-Series: Sales totaled 561,508 trucks through September, more than 140,000 ahead of Chevrolet Silverado. • Maverick Hybrid: Third-quarter sales rose 59.6% to a record 27,793 pickups. Year-to-date sales of 74,300 pickups also set a record. • F-150 Hybrid: Sales totaled 34,527 trucks through September. • Bronco: Sales reached a third-quarter record of 38,020 SUVs and a year-to-date record of 114,956. • Explorer: Sales increased 17.6% to 189,210 SUVs through September. For news releases, related materials and high-resolution photos and video, visit Ford From the Road. 3 • Transit: Sales totaled 119,185 vans through September, maintaining Ford’s commercial van leadership. • Paid software