Ford (F) Expands 2025 Market Share to 13.2% on Strong Hybrid Demand, Powertrain Diversification Strategy

Group 1: Earnings and Sales Performance - Ford Motor Company reported a 6% increase in total vehicle sales for 2025, reaching 2,204,124 units, which contributed to an annual market share increase to 13.2%, up by 0.6 percentage points [1] - In Q4 2025, vehicle sales grew by 2.7%, with market share increasing by 0.9 percentage points, driven by a diversified powertrain strategy [1][3] - The F-Series maintained its position as America's best-selling truck for the 49th consecutive year, with sales of 828,832 units, an 8.3% year-over-year increase [2] Group 2: Growth in Specific Segments - Ford's hybrid vehicle sales surged to a record 228,072 units in 2025, marking a 21.7% increase, highlighting hybrids as a key growth driver [2][3] - The Explorer was the best-selling three-row SUV in America, with sales of 222,706 units, up 14.7%, while the Bronco achieved record sales of 146,007 units, a 33.7% increase [2] Group 3: Digital Transformation and Future Plans - Ford Pro Intelligence saw a 30% year-over-year growth in paid software subscriptions, reaching approximately 840,000 active users [3] - The BlueCruise hands-free driving system surpassed 8.5 million cumulative hours by year-end, indicating strong consumer engagement [3] - Looking ahead, Ford plans to expand its lineup with new models, including the Explorer Tremor and the F-150 Lobo street truck, and is preparing for a midsize electric pickup in 2027 [3] Group 4: Analyst Ratings and Market Outlook - Evercore ISI raised Ford's price target to $14 from $12, maintaining an In Line rating, based on a positive outlook for US hybrid and internal combustion vehicles [4]