Shares in US automaker Ford (F) are trading higher after the company revealed a strong Q3 2025 sales report this week. US sales surged in the third quarter by over 8%, led by its trucks and electrified vehicles. Ford said it was the seventh consecutive month of sales gains for the automaker.
The automaker reported total sales of 545,522, up 8.2% compared to a year ago. Ford sales of pickups like the F-Series, Ranger, and Maverick, combined with its vans, jumped 7.4% to 313,654 units sold, with F-Series trucks up nearly 13% year to date. Additionally, Ford EV sales hit a record 30,612 in the quarter, up 30.2%, led by the Mach-E which hit 20,177 units sold. The company also said that the Ford F-150 Lightning electric truck hit a Q3 record 10,005 pickups sold, up nearly 40% and making it the bestselling EV pickup in the US.
Ford CEO Jim Farley on Tuesday said he “wouldn’t be surprised” if sales of EVs fell from an industry market share of around 10% to 12% this month — which is expected to be a record — to 5% after the EV tax incentive program ends. Upon its conclusion, demand for Ford and GM vehicles rose, sending the stocks higher.
Entering Wednesday’s trading session, Ford stock was up 21% YTD. It is now up 23% in that span. With Ford being a US-based company, tariff threats haven’t impacted it as much as rival automakers like Honda and Hyundai. For estimates, a 2025 impact of about $2 billion on operating profits. They also expect to generate a 2025 operating profit of about $7B, down from around $10B in 2024.