Ford Q3 sales fall 6.6% on portfolio shift; F-150 supplier issue contained within guidance

Ford reported Q3 sales of 509,764 vehicles, down 6.6% year over year, reflecting the planned phase-out of Escape and Corsair. Adjusted retail share rose 0.4 percentage points to 12.1%. A short-term supplier issue affecting F-150 production at end of September is expected to be containable within Ford's full-year 2026 adjusted EBIT guidance of $10.0 billion to $11.0 billion.