Earnings$F11:15 AM ETdeveloping · v5

Ford Stock Falls Nearly 2% on Cox Forecast That Hyundai Will Outsell Ford in Q3 First Time

By BORSA NewsroomPublished Sep 24, 2026, 11:15 AM EDTUpdated Sep 24, 2026, 11:16 AM EDT

Cox Automotive forecasts Hyundai will sell 511,421 vehicles in the U.S. in the third quarter, topping Ford's projected 504,172 for the first time ever. Ford shares fell nearly 2% on the report amid F-150 supply shortages, weaker EV demand, and broader auto sector pressure from rising bond yields.

Sentimentbearish 35

Bearish · 35 of 100

Impact40

low · stays off the top drivers

Confidence95%

high confidence · 5 wires

Eventdeveloping

v5 · alerted to followers

WHAT WE KNOW

Cox Automotive projects Hyundai U.S. Q3 sales at 511,421 units vs. Ford at 504,172.