Ford Motor’s U.S. vehicle sales climbed last year as strong demand for pickup trucks and hybrids helped the automaker post its best annual performance since before the pandemic.

Ford Motor said Tuesday that U.S. sales rose 6% in 2025 to 2.2 million vehicles, marking its strongest annual showing since 2019, when the company sold 2.42 million units domestically. Fourth-quarter sales increased 2.7% to just over 545,200 vehicles, broadly in line with industry expectations.

The results leave Ford as the third-largest automaker in the U.S., trailing Toyota Motor and domestic market leader General Motors. Industrywide sales are estimated to have risen about 2% to 16.3 million vehicles last year, according to Cox Automotive.

“We’re really pleased with where we finished the year,” Andrew Frick, president of Ford’s non-fleet vehicle businesses, said on a media call. The company outperformed the broader industry for ten consecutive months as demand held up despite higher borrowing costs and uneven consumer confidence.

Pickup trucks once again anchored Ford’s performance. Sales of the F-Series, including the F-150, rose 8.3% for the year, though volumes slipped 3.1% in the fourth quarter as production was disrupted by supply issues. Two separate fires at a New York facility operated by key aluminum supplier Novelis limited output, though Ford said it expects to recover lost production in 2026, including by adding another shift at a Michigan plant.

The company’s electrified vehicle mix continued to diverge. Sales of all-electric vehicles fell 14.1% for the year, with a sharp 52% drop in the fourth quarter. By contrast, hybrid vehicle sales rose nearly 22%, helping offset the decline in EV demand and reinforcing Ford’s view that hybrids will remain a key growth area.

Traditional internal-combustion vehicles continued to dominate Ford’s lineup, accounting for roughly 86% of total U.S. volume in 2025. While the automaker faces ongoing challenges in scaling its EV business profitably, steady demand for trucks and hybrids has helped stabilize overall sales and maintain market share in a competitive U.S. auto market.

At the time of publishing this article, Stocks.News holds positions in Ford as mentioned in the article.