Ford Motor Co (F) Stock: April Sales Rise 16% as Truck Demand Strengthens

TLDR:

Ford reported a 16% increase in April US sales, selling 208,675 vehicles Truck sales were particularly strong, accounting for nearly half of total sales Ford extended employee pricing for all customers through July 4 The Mustang GTD improved its Nurburgring lap time by 5.5 seconds Wall Street analysts maintain a “Hold” consensus on Ford stock with an average price target of $9.40

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Ford Motor Company saw a substantial sales boost in April, with overall US sales climbing 16% compared to the same period last year. The company reported selling 208,675 new vehicles last month, up from 179,588 in April 2024. This strong performance comes as the automaker continues to navigate pricing strategies and product innovations.

Ford Motor Company (F)

Truck sales were the standout segment for Ford. The company sold 116,955 trucks in April, representing a 19% jump from the previous year.

These trucks accounted for nearly half of Ford’s total sales for the month.

The F-Series lineup performed particularly well. Total F-Series pickup sales surged 13% to 72,765 units sold, with retail sales specifically jumping 17%.

The Maverick pickup also had a record month. Ford reported selling 20,183 Mavericks in April, marking a 67% increase compared to April 2024.

Not to be outdone, the Ranger small pickup saw sales rise 62% to 7,006 units for the month.

Sales Strategy Pays Off

Ford’s strong April performance was likely bolstered by its employee pricing promotion. The company initially launched this offer on April 3 and has since extended it to run through July 4.

CEO Jim Farley suggested during a CNN interview that consumer behavior might also be driven by fears of potential price increases once tariffs take effect.

“We’re seeing double digit sales increases since March and April and we ran this employee pricing,” Farley told CNN. “There may be a lot of customers going out and buying cars before what they fear is the import tariffs increasing prices.”

Farley noted that dealership inventories have been shrinking, indicating strong consumer demand.

Competitor Stellantis has followed Ford’s lead on pricing strategies. Stellantis has extended its own employee pricing plan until at least early June, though the original program was set to expire at the beginning of May.

Performance Achievements and Challenges

On the performance front, Ford celebrated another achievement with its 2025 Mustang GTD. The vehicle returned to Germany’s Nurburgring track and improved its lap time to 6:52.072, reducing its previous time by 5.5 seconds.

This result positions the Mustang GTD as the fourth-fastest production-model sports car around the Nurburgring track. It also maintains the Mustang’s status as the first American-made production car to clear the seven-minute lap time at this legendary testing ground.

Despite these victories, Ford faced some challenges in its electric vehicle segment. Sales of the F-150 Lightning fell by 17% to 1,740 units sold in April, with year-to-date sales down 9% to 8,927.

The E-Transit saw an even steeper decline, with April sales tumbling 81% to just 192 units sold.

Ford spokesman Said Deep attributed these declines to the 2025 model year changeover for both the Lightning and Mach-E, as well as low inventory during this transition period.

The Mach-E experienced a 40% drop in sales to 2,927 units in April, though year-to-date sales remain relatively stable at 14,534 units.

Deep noted that heading into April, both the Mach-E and F-150 Lightning were operating nationwide on very limited dealer supply—nine and 19 days respectively, compared to the industry standard of 60 days.

“With ’25 model year vehicles now hitting dealer lots as we progressed through April, we are well positioned for a strong May sales month for both electric vehicles,” Deep stated.

Ford’s SUV lineup performed well overall, with total SUV sales increasing 10% to 75,183 units. The Bronco Sport saw sales soar 55% to 11,886 units, while the larger Bronco experienced a 73% gain with 14,400 units sold.

The Explorer also contributed positively, with sales increasing 9% to 20,989 units.

Ford’s luxury brand, Lincoln, experienced a 40% gain in April sales, reaching 11,615 total vehicles sold. This growth was led by sales of midsize SUVs, particularly the Nautilus and Aviator models.

Looking at the broader market, General Motors also reported strong April sales despite low incentives and tight inventory. According to GM spokesman Jim Cain, the company’s US sales rose 20% to 267,051 vehicles delivered, also driven by strong pickup sales.

Wall Street analysts currently maintain a “Hold” consensus rating on Ford stock, based on three Buys, eleven Holds, and three Sells assigned in the past three months. After an 11.76% loss in its share price over the past year, the average price target stands at $9.40 per share.

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