The F-150 Saved Ford

While Ford (NYSE: F | F Price Prediction) was eating through billions of dollars in an attempt to gain a large market share in the US EV market and its EU and China units stagnated, its best-selling, and likely most profitable vehicle, the F-150, continued its gargantuan unit sales.

The F-150 is part of the F-Series of full-size pickup trucks. Last year, unit sales of these in the US reached 828,832, up 8.3%. This was 38% of all Ford vehicles sold in the US during the period. The F-Series posted its 49th consecutive year as America’s bestselling truck and 44 years as America’s best-selling vehicle. Ford pointed out its dominance in the market. “F-Series sold 828,832 trucks in 2025, an increase of 8.3%, outselling its nearest competitor by almost 250,000 trucks and expanding its lead over 2024.” That means it beat the daylights out of GM’s (NYSE: GM) Chevy Silverado and RAM. Most years, the Silverado is America’s second-best-selling vehicle.

Last year in the EU, according to AECA, Ford vehicles recorded 302,076 registrations (this is the metric used rather than sales). That was down 3.2% from 2024. It ranked 10th among all car brands by this yardstick. By contrast, VW, the leader, recorded registrations of 2,988,970, up 5%. Hyundai, Kia, and Toyota also outperformed Ford.

Ford sold 1.27 vehicles in China in 2016. That figure had dropped by two-thirds by last year. Ford hopes that joint ventures might improve the number. There are rumors that it will tie up with a local car company. However, those are only rumors. Ford does not currently have a strong route into China, where most successful automakers sell EVs.

While Ford does not break out figures, F-Series revenue has been put as high as $42 billion, out of Ford’s $184 billion. There are unofficial numbers that the F-Series accounts for over three-quarters of Ford’s operating profits worldwide

The F-Series numbers are a reminder that Ford is, and likely will be, a gas powered car company. For now, there is nothing wrong with that