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Stock impact report

GM, Ford sales fall sharply in first quarter as affordability, tariff impacts drag down results [Yahoo! Finance Canada]

Ford Motor Company (F) 
Last ford motor company earnings: 4/28 04:09 pm Check Earnings Report
US:NYSE Investor Relations: shareholder.ford.com
Ford posted first quarter US sales of 457,315 vehicles — down 8.8% compared to a year ago, which follows rival GM's ( GM ) sales drop in Q1. A year ago, US car buyers rushed into showrooms ahead of anticipated auto tariffs, pushing the industry's sales rate to 18.4 million vehicles in March 2025 alone — the highest monthly pace since April 2021. That buying spree pulled massive demand forward, making Q1 2026 a difficult comparison, Ford said. GM noted yesterday that severe winter weather in much of January and February made things worse. Ford's F-Series trucks, the No. 1 selling vehicle in America, felt the biggest hit, with sales down 16% in Q1 to 159,901 units. Read more: New car payments just hit a record high. Here's what you should be spending. Ford attributed part of that decline to a retiming of commercial truck production tied to last year's aluminum plant fires, which constrained supply. The company expects the recovery to be uneven, with more volume coming in the Show less Read more
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