Ford Sales Dropped In February, But One Segment Was Way Up

SUVs like the Bronco and Expedition saw big jumps in February, even though total sales were down 5.5 percent.

2026 Ford Explorer Tremor Front 3/4

Photo by: Ford

Anthony Alaniz

By: Anthony Alaniz

Mar 4, at 3:00pm ET

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THE BREAKDOWN:

Ford’s large SUVs saw sales surge last month.
The Bronco, Explorer, and Expedition had their February sales increase by well over 25 percent.
Despite the sales boom, overall Ford Motor Company sales were down 5.5 percent in February.

Ford sales might have decreased by 5.5 percent last month, and are down 5.4 percent for the year, but customers did flock to certain models in droves: big SUVs. The Bronco, Explorer, and Expedition all saw their sales jump in February by a pretty significant margin.

The Explorer saw the largest year-over-year increase—33.4 percent—with Ford selling 20,100 units. Bronco sales also increased 27.6 percent in February, while Expedition sales rose 26.2 percent.

While Ford’s large SUVs saw a sales surge, the company’s best-selling model, the F-Series pickup, saw sales decrease last month. Sales were down 16.2 percent in February and are down 17.2 percent for the year.

Model February 2026 Sales February 2025 Sales YoY % Increase YTD % Increase Ford Bronco 12,553 9,837 +27.6% +23.7% Ford Expedition 5,551 4,389 +26.5% +20.1% Ford Explorer 20,100 15,071 +33.4% +32.1%

The Rest Of The Lineup

2024 Ford Mustang

Ford Mustang

Another sales highlight is the Mustang. Sales continue to surge, with last month’s sales up 54.5 percent. Ford has sold nearly 8,000 Mustangs so far this year, an increase of 52.4 percent.

Bronco Sport sales were also up 12.4 percent in February, its best yet, while Ranger sales jumped by nearly 30 percent. Maverick sales grew last month, but only by 1.1 percent. Sales for the compact pickup, which will soon have no competition, are up 6.7 percent for the year.

Lincoln is off to a strong start to the year, with sales for Dearborn’s luxury brand up 11.0 percent so far this year after a 12.2 percent increase last month. Sales for the Aviator and Navigator were up 50.1 percent and 31.8 percent, respectively. Nautilus sales were up by just 0.4 percent.

Photo by: Ford

Ford’s EVs Fall

The end of federal incentives for electric vehicles has affected Ford’s EV sales. The Mustang Mach-E, which was outselling the gas-powered Mustang coupe and convertible at one point, saw its February sales decline by 54.6 percent.

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Sales for the F-150 Lightning, which Ford will soon replace with a range-extended variant, fell 76.3 percent. Ford’s EV sales are down 70.3 percent through the end of February—and they are unlikely to rebound anytime soon.

Motor1’s Take: Consumers might be flocking to Ford's larger SUVs, but their popularity isn't enough to lift the automaker's year-over-year sales growth into the positive. Mustang sales surged as sales for the company's best-selling model, the F-Series, fell by 10,000 units last month compared to February 2025.