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Ford Faces 5.5% Sales Drop Amid SUV Growth

3/5/2026

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Story summary
  • Ford Motor Co. (Ford Motor Company) reported a 5.5% decline in February 2026 deliveries to 149,962.
  • Large SUVs led growth, with Expedition up 27% and Explorer up 33%, while Ford shifts to fuel-efficient models and expands its SUV lineup.
  • Sales of electrified vehicles fell after the end of federal tax credits.
  • Rising gas prices, about $3.20 per gallon, and higher crude oil prices due to the Iran war pose challenges.