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F-150 Lightning Sales Results
  • Q2 2023: 4,466 sales (118.7% increase from Q2 2022)
  • YTD 2023: 8,757 sales (281.4% increase from same time 2022)


Ford Continues Its Sales Momentum as America’s No. 1 Brand, Truck and Truck Manufacturer Through Second Quarter | Ford Media Center
  • Ford is America’s No. 1 brand for six consecutive months this year on strength of pickups, vans, commercial vehicles and new Escape
  • F-Series is America’s No. 1 truck with Q2 sales up 34.0 percent; first half sales of F-Series up 27.9 percent – widening its lead over Silverado by over 118,000 trucks
  • Ford electric vehicle sales continue to grow; Mustang Mach-E sales pace quickened at the end of Q2 with sales in June up 110 percent vs. last June
  • Total Ford truck sales accelerated in Q2 – up 26.2 percent and making Ford America’s No. 1 selling truck manufacturer this year, outselling GM’s combined truck and van sales by 61,000 trucks
  • Ford outsells all of GM in total pickup sales in Q2 with F-Series, Ranger and Maverick sales of 246,155
  • As America’s No. 1 van, Transit van sales were up 30.1 percent, also, E-Series climbed 63.7 percent
Dearborn, Mich., July 6, 2023 – Ford was America’s best-selling brand in the second quarter on the strength of its trucks, electric vehicles and new vehicle launches, posting sales gains of 11.2 percent for the quarter.

Ford is now the best-selling brand and has the best-selling truck in America for six consecutive months this year. F-Series has been the best-selling truck in America for 46 years in a row.

Ford truck sales accelerated in Q2, climbing 26.2 percent on the strength of the new Super Duty and improved inventory flow. This is the second straight quarterly gain for Ford and best Q2 sales performance since pre-Covid 2019.

Ford was the No. 1 selling truck manufacturer in Q2 and for the first half of the year. Sales climbed 26.2 percent in Q2. Through the first half of 2023, Ford’s overall truck sales totaled 549,625, up 23.1 percent and outselling GM’s trucks and vans by approximately 61,000 trucks.

Ford EV Sales Gain Momentum

Ford’s EV sales continue to grow building on the sales momentum of the F-150 Lightning and Mach-E, which achieved higher sales through stronger inventory.

“Ford achieved both best-selling brand and truck for six consecutive months this year on the strength of F-Series, vans, our new Escape and F-150 Lightning,” said Andrew Frick, vice president, sales distribution, and trucks. “Our EV sales continue to grow. Improved Mustang Mach-E inventory flow began to hit at the end of Q2 following the retooling of our plant earlier this year, which helped Mustang Mach-E sales climb 110 percent in June.”

F-150 Lightning sales were up 119 percent in Q2 over year ago and a 4.1 percent gain from Q1. F-150 Lightning continues to attract new customers to Ford with 50 percent new to the brand, based on most recent conquest data. Year-to-date, Ford EV sales rose 11.9 percent. Ford’s overall EV sales were up 35.5 percent in June.

With the launch of Ford’s all-new Super Duty pickup and chassis cabs, F-Series sales increased 34.0 percent increase in Q2 on sales of 212,516 F-Series trucks. That’s up 24.7 percent from the first quarter. F-Series total industry share hit almost 36 percent in Q2 – up almost 5 full percentage points over Q2 last year.

Through the first half of this year, F-Series remains America’s best-selling truck on sales of 382,893 trucks – outselling second-place Silverado by approximately 118,000 trucks. Ford Maverick sales increased 7.8 percent in Q2 ahead of additional capacity coming online this month to meet continued strong customer demand.

Combined F-Series, Ranger and Maverick sales of 246,155 pickups outsold all of GM’s Silverado, Sierra, Colorado, Canyon and Hummer EV in Q2 of this year. Ford’s combined sales of F-Series, Ranger and Maverick were up 26.7 percent in Q2 over a year ago.

The strength of Ford’s vans continued to shine for the quarter. Transit continued as America’s best-selling van in Q2 on sales of 32,031 – up 30.1 percent, compared to year ago. Ford E-Series vans increased 63.7 percent in Q2 and are up 55.7 percent this year. Ford was No. 1 in commercial sales, based on the most recent registration data through April. Ford’s U.S. Class 1-7 commercial trucks and vans share grew to 40.3 percent, up 1.0 percentage point from the same period a year ago.

Meanwhile, Lincoln closed the quarter with sales gains thanks to improved inventory. Navigator Q2 sales increased 20.1 percent on sales of 4,688 vehicles, while sales of the new Lincoln Corsair climbed 27.0 percent in June to end the quarter. Nautilus sales also saw a 58.5 percent increase in June at the end of Q2.

BlueCruise, Ford’s driver assist technology, continues to be a hit with customers. Customer usage has now surpassed 90 million hands-free driven miles, cumulatively, a 40 percent increase since the end of Q1. Ford’s latest version of the technology, BlueCruise 1.2, allows hands-free lane changes with the tap of a turn signal and delivers a more seamless driving experience. Ford will continue to improve the BlueCruise experience for its customers and deliver it through over-the-air updates.

Ford F-150 Lightning F-150 Lightning Sales Up 119 Percent in Q2 2023 as EV Momentum Grows page 4


Ford F-150 Lightning F-150 Lightning Sales Up 119 Percent in Q2 2023 as EV Momentum Grows page 5


Ford F-150 Lightning F-150 Lightning Sales Up 119 Percent in Q2 2023 as EV Momentum Grows page 6
 
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Texas Dan

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These numbers are pretty underwhelming. Considering there are 12 weeks in a quarter, 4466 sales per quarter only averages to 372 per week, far less than what we were led to expect. And 4466 per quarter is only 17,864 per year, when are we going to see the ramp up 150k per year that was promised to start this year?
 

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. And 4466 per quarter is only 17,864 per year, when are we going to see the ramp up 150k per year that was promised to start this year?
The weekly pace rate will be increased to this value by the END of 2023

Ford F-150 Lightning F-150 Lightning Sales Up 119 Percent in Q2 2023 as EV Momentum Grows 1688653780368
 
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when are we going to see the ramp up 150k per year that was promised to start this year?
Likely won't see the affect on sales until Q4 at the earliest.
Ford F-150 Lightning F-150 Lightning Sales Up 119 Percent in Q2 2023 as EV Momentum Grows Screenshot 2023-07-06 at 9.34.33 AM


edit: oops, saw @TaxmanHog beat me to it!
 

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Also production and sales are not 1:1 yet, it may take another year, given the order/build/delivery cycle time, holding inventory subject to safety recalls on new trucks and order abandonment.
 

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Amazing! A huge increase in sales compared to Q2 '22 when the Lightning was only available for one month of that quarter!
 

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These numbers are pretty underwhelming. Considering there are 12 weeks in a quarter, 4466 sales per quarter only averages to 372 per week, far less than what we were led to expect. And 4466 per quarter is only 17,864 per year, when are we going to see the ramp up 150k per year that was promised to start this year?
But not as underwhelming as Hummer EV sales (49 for the 1st half) 🤣
 

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Battery and tail light issues this year aren’t helping the ramp plan!
Actually not really. The battery issues have been plenty resolved and I have seen no news about them being a bottleneck in their late year ramp up. The production line will also get the tail lights before existing recalls from my understanding. Furthermore, Ford has come out and said they will be shifting the majority of their production focus towards XLT, as that is where the majority of the demand will be based on the tax credit eligibility and Ford's pricing strategy. The XLT does not have the rear light bar recall.
 

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They would have sold a lot more had they kept the $40k MSRP starting price.

They could have offered models with less bells and whistles that some of us don't want or need and sold them like hot cakes in the low $40k's even with the materials cost increases.

With over 80% reservation cancellation, they ought to take a hard look at what they did wrong to kill the strong demand when they announced.

Just consider what Henry Ford did in 1908 with the mass produced and AFFORDABLE model T.

A missed opportunity with the Lightning.
 

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The end is near for this generation Lightning.

I have a feeling Ford will be pulling the plug on this gen soon.
 

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They would have sold a lot more had they kept the $40k MSRP starting price.

They could have offered models with less bells and whistles that some of us don't want or need and sold them like hot cakes in the low $40k's even with the materials cost increases.

With over 80% reservation cancellation, they ought to take a hard look at what they did wrong to kill the strong demand when they announced.

Just consider what Henry Ford did in 1908 with the mass produced and AFFORDABLE model T.

A missed opportunity with the Lightning.
What a bunch of BS. The problem isn’t with sales, it’s with production. Lightnings on dealer lots are still selling over MSRP.

Where did you get that 80% number or are you just making that up?

Just to give some context, there are only 2,600 new F150 Lightnings listed on AutoTrader.com but there are over 81,000 new F150s listed.
 
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Texas Dan

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The end is near for this generation Lightning.

I have a feeling Ford will be pulling the plug on this gen soon.
No Rod, the sky is not falling. Considering Ford is still ramping up to 150k units a year, has only sold about 30k units so far because of production constraints and the next generation will start production no sooner than the end of 2024, I would say that the production of the current Lightning is just in the beginning phase. There is still so much Ford can do with the Lightning design and the fact that the second generation may not be a direct competitor to the current Lightning, the current Lightning may be with us for a long time.

Think of all the variants of the F150, all of those variants will have to be electrified within the next couple of years. Will Ford try to electrify all those variants using existing platform or start with a completely new platform? I have always thought the box on frame design of the F150 would be a good design to support EV technology.
 

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No Rod, the sky is not falling. Considering Ford is still ramping up to 150k units a year, has only sold about 30k units so far because of production constraints and the next generation will start production no sooner than the end of 2024, I would say that the production of the current Lightning is just in the beginning phase. There is still so much Ford can do with the Lightning design and the fact that the second generation may not be a direct competitor to the current Lightning, the current Lightning may be with us for a long time.

Think of all the variants of the F150, all of those variants will have to be electrified within the next couple of years. Will Ford try to electrify all those variants using existing platform or start with a completely new platform? I have always thought the box on frame design of the F150 would be a good design to support EV technology.
Except the ICE F-150 is due for a refresh. Unless you think this design will stay with the Lightning while the ICE moves on to something else.

I would not be mad if Ford cut off production soon and just moved reservation holders to the second gen.

Ford IMO can’t stick with this design, battery tech, software tech for another 2 years. By mid next year I would expect the 2nd gen announcement for a late 2025 release as a 2026.
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