Ford’s F-150 Faces Sales Decline Due to Supply Issues
Ford Motor Company (NYSE: F) is experiencing a significant setback as its F-150, historically the best-selling vehicle in the U.S., is projected to report under 210,000 sales for the first half of 2026. This drop comes as Honda’s CR-V surged past the F-150, with the CR-V recording 226,114 sales and achieving a 30% increase in June alone.
The decline is largely attributed to supplier issues stemming from two fires at Novelis, impacting aluminum supply critical for Ford’s trucks. Initial estimates suggested Ford would incur $1.5 billion to $2 billion in earnings losses due to these production hiccups, though the company aims to mitigate about $1 billion of that through additional shifts this year.
Ford’s F-Series trucks, including the F-150, account for approximately one-third of the automaker’s total revenue and are estimated to generate around 90% of its net profit, making this sales decline an important concern for investors.
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