With 6 Months Wrapped Up, Ford Is Losing a Race It Rarely Loses
Due to multiple supplier plant fires impacting aluminum production, Ford's F-150 sales are lagging behind, and now an eager rival has jumped ahead.
Overview
For Detroit automakers such as Ford Motor Company (NYSE: F), big trucks mean big business. Ford's lucrative F-Series truck lineup is estimated to bring in about one-third of the company's total revenue, and it's long been estimated by Wall Street firms such as Morgan Stanley that it generates as much as 90% of Ford's net profit. During the first six months of 2026, Ford's F-150 now trails a Japanese rival for best-selling vehicle, and that's a big deal for investors.
Let's first clear up some confusing wording. Ford's F-Series has been America's best-selling vehicle for over four decades, but the sales figure comprises the entire line of not only F-150s but also heavy-duty F-250s and larger trucks. Ford's F-150 is one component and has individually been the U.S. industry's top seller for 15 of the past 16 years.
Image source: Ford Motor Company.
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Originally published at www.fool.com.