Drooid Logo
Back to story perspectives

Full Breakdown

Hyundai Poised to Overtake Ford in U.S. Q3 Sales, Forecast Shows

By Drooid · · How we work

Core Sales Forecast

Cox Automotive’s latest forecast projects Hyundai Motor to sell 511,421 new vehicles in the United States from July through September, a 6.5 % year-over-year increase. Ford Motor is projected to sell 504,172 units in the same period, reflecting a 7.1 % decline. If the forecast holds, Hyundai would become the third-best-selling automaker in the U.S., trailing only General Motors and Toyota Motor.

Market Context

The forecast arrives amid stronger-than-expected new-vehicle demand for 2026. Cox raised its full-year U.S. sales outlook by roughly 2 % to 16.1 million units, indicating that the market has remained “pretty resilient” despite overall declines in both new and used-car sales.

Data & Statistics

  • Hyundai projected sales: 511,421 units (+6.5 % YoY)
  • Ford projected sales: 504,172 units (-7.1 % YoY)
  • Hyundai’s rank: third in U.S. sales after GM and Toyota
  • Cox 2026 U.S. sales forecast: 16.1 million units (?2 % increase from prior outlook)

Official Statements & Responses

Cox chief economist Jeremy Robb emphasized the market’s resilience during a media call, noting that while overall sales are down year over year, the decline is modest. The Detroit automaker added that current tariffs, currency fluctuations, labor costs, and supply-chain factors make Korean production “very advantageous” compared with U.S. manufacturing, a benefit Ford leverages more than any other automaker.

Verbatim Quotes

  • “The automotive market this year has been pretty resilient,” — Jeremy Robb, Cox chief economist
  • “Currently, due to tariffs, currency, labor costs and supply chains, it is very advantageous to build in Korea versus building in the U.S. -- which Ford does more than any automaker,” — Ford