The automaker said F-Series output was disrupted by a supplier issue tied to last year's aluminum shortages, while all-electric vehicle sales also declined sharply.
Ford Motor reported a 10.3% drop in second-quarter U.S. new vehicle sales, delivering 549,200 vehicles versus 612,095 a year earlier. The decline reflected a supplier issue affecting F-Series pickup trucks and a significant fall in all-electric vehicle sales. Ford said customer demand remains high, but first-half F-Series sales were affected by a retiming of commercial production after last year's aluminum supply shortages. The company said it expects supply to recover more fully in the second half of the year. Despite ranking among the larger expected declines for the industry, the result was slightly better than Cox Automotive's forecast for an 11.5% drop. The report was published as breaking news, with additional details expected.