Ford Motor Company (NYSE:F) reported a strong rebound in US vehicle sales in 2025, posting its best annual performance since before the pandemic as total volumes rose 6% to 2.2 million vehicles.
The Detroit-based automaker said Tuesday that the result marks its strongest year since 2019, when it sold 2.42 million vehicles, underscoring a steady recovery in demand despite supply chain disruptions and a more cautious consumer backdrop.
Ford finished 2025 as the third-largest automaker in the US, trailing Toyota Motor and domestic rival General Motors.
Momentum carried into the final quarter of the year, with fourth-quarter sales rising 2.7% to more than 545,200 vehicles. That performance came even as Ford grappled with production challenges tied to two separate fires at a Novelis facility that supplies aluminum for its pickup trucks.
The disruptions weighed on some key nameplates. Sales of Ford’s F-Series pickups, the company’s most important and profitable franchise, slipped 3.1% in the fourth quarter. However, the broader picture remained positive, with full-year F-Series sales up 8.3%, highlighting resilient demand across 2025.
Ford said the overall annual increase reflects improved vehicle availability and steady consumer interest, following several years of volatility driven by semiconductor shortages and manufacturing bottlenecks.
Shares of Ford were up around 2.1% on Tuesday afternoon.