Ford Sales Drop in February, Volvo Down During Last Three Months
Ford Motor Co. reported its new vehicle sales in February were down 5.5 percent while Volvo Cars saw its global rolling three-month sales period between December 2025 and February 2026 down 10 percent compared to the same timeframe a year ago.
The Michigan-based automaker’s February drop was led by its much-ballyhooed truck lineup, which declined 9.4 percent. The company’s F-Series full-size pickups fell 16.2 percent, while its smaller pickups, the Ranger and Maverick, offset some of that slide with increases of 29.9 percent and 1.1 percent respectively.
The other big slip came from the Escape, which was phased out for 2026. It dropped from 13,958 units to 4,025, a fall of 71.2 percent. The company’s all-electric offerings, the F-150 Lightning and Mustang Mach-E continued their ongoing downward sales, falling 76.3 percent and 54.6 percent respectively. EV sales across the industry have fallen since the end of the $7,500 federal tax credit last September. In all, the Ford brand fell 6.3 percent.
Despite the overall decline, there were a few other bright spots for the company, including the Mustang — the only car Ford produces. It was up 54.5 percent last month. Also enjoying a nice pop was the Lincoln brand, which jumped 12.2 percent. The four-vehicle lineup saw only the Corsair fall compared to last February. It was down 9.4 percent. In all, the Ford brand fell 6.3 percent.
Meanwhile, Volvo Cars reported its global sales were down 10 percent, as sales of its plug-in hybrids (16 percent) and mild hybrids (17 percent) were down. Conversely, its EV sales rose 18 percent during the three-month period.
The company sold 156,965 vehicles between December and February, with electrified models accounted for 49 percent of the total.
“Our sales for the period were impacted by the continued tough market conditions, impacted by tariffs and unfavorable regulatory developments especially in the US. The prolonged new year holiday period in China further affected our performance,” said Erik Severinson, chief commercial officer, in a statement.
“However, we are pleased to see steady growth in the sales of our fully electric cars, which is the fastest growing segment in Europe and globally. Growth was particularly driven by the EX30 small electric SUV, now produced in Ghent. Our updated EX30, with its increased addressable market and attractive premium features will further drive electrified growth.”
[Images: Ford, Volvo]
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Michael Strong has spent more than 25 years writing about the automotive industry. A Detroit-area native, he’s written about everything from local car shows to product reviews to financial news. Currently he writes and edits for a variety of national and local publications. He’s also a longtime member of the Automotive Press Association and the International Motor Press Association, and a graduate of Georgia Southern University. Hail Southern! Despite a love for ’70s land yachts and BMWs from the late ’80s and early ’90s, his personal vehicle is neither of those.
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EBFlex - As long as the vehicle is inspected, street legal. not an armored tank etc. I agree that it's none of my business what someone else chooses to drive. However, I continue to believe that just because many people choose to do something I don't give up the right to question it or even criticize it. MichaelS6 has a right to raise his concerns and frankly I agree with him. But again, I'm not saying that you or anyone else doesn't have the right to have a very large vehicle regardless of how you use it.
Ajla - let me give you an analogy albeit it might be weak. I've been a boxing fan all my life but I recognize the brutality of it and how head trauma can affect fighters. Nevertheless, I don't want it banned. I've been a car enthusiast for many years and as I stated anyone with a driver's license has the right to purchase any street legal vehicle they want even if it just to commute. I don't believe gas guzzlers should be banned. However if a person chooses to purchase a very large vehicle and/or an exotic vehicle to only commute I think it is reasonable for someone to at least privately question it or have concerns about it. I also don't think we are necessarily talking about "being compelled" - Sometimes people are able to questions or raise concerns dispassionately. I also realize that if someone has an EV or hybrid then to a certain extent if throws a different light on it...