Ford Motor : New Products, Improved Inventory Propels Ford To Top-Selling Automaker in September with Retail Sales Up 34.3 Percent Compared to August; 52,000 New Vehicle Orders Placed; Lincoln Brand Retail Sales Increase 52.6 Percent Over August as Nautilus Sales Soar (opens in new window)

		New Products, Improved Inventory Propels Ford To Top-Selling Automaker
		in September with Retail Sales Up 34.3 Percent Compared To August;
		52,000 New Vehicle Orders Placed; Lincoln Brand Retail Sales Increase
		52.6 Percent Over August as Nautilus Sales Soar		www.twitter.com/Ford
	S e p t e m b e r 2 0 2 1 S A L E S
		Total Vehicle	Truck	SUV	Car
	Total U.S. Sales	156,614	83,554	70,260	2,800

Total Sales vs. Sep. 2020 Retail Sales vs. Sep. 2020

-17.7%	-22.6%	3.4%	-80.3%
-20.8%	-29.7%	3.7%	-79.5%

H I G H L I G H T S

 September's results made Ford the number No. 1 seller of vehicles

in the U.S. for the month. August improvements in production and

inventory paid off in September, with Ford's retail sales up 34.3

percent over the previous month, boosting Ford's retail share for

the month to an estimated 12.9 percent - up 3.8 percentage

points over August. Ford's September U.S. sales totaled 156,614

vehicles. Going into October, Ford's gross stock totaled 236,000 -

up 21,000 vehicles compared to the start of September.

"New products and improved inventories made Ford America's best-selling automaker in September. Retail sales gained 34 percent, compared to August, and we expanded our retail share 3.8 percentage points. Inventory turn rates are at the highest we've ever seen, with 31 percent of our retail sales coming from filling customer orders. The highly anticipated Maverick had a successful launch at month's end, while the new Bronco is flowing to dealers with in-transit vehicles up 200 percent compared to a month ago."

- Andrew Frick, vice president, Ford Sales U.S. and Canada

M U S T - H AV E P R O D U C T S

 Vehicles are moving from dealer lots to customers at the fastest

pace this year, while 31 percent of retail sales where from

previously placed customer orders. This compares to 6 percent last

year. Ford continued to expand its retail orders in September with

52,000 new orders placed.

 Ford's electrified vehicle portfolio continues to attract new

customers to the brand at a higher rate than Ford overall - at a

conquest rate that is 6 points above. September brought another

new record for Ford electrified vehicles. Ford's electrified vehicle

sales hit 9,150 - up 91.6 percent over last year.

 F-150 Lightning reservations have now surpassed the 150,000

mark, with over 75 percent of these reservations coming from

outside of Ford.

 At the end of September, Ford's highly anticipated new Maverick

pickup posted its first sales report with 506 sold. Dealers are

reporting that their customers love the size, maneuverability, and

fuel efficiency and its affordable price point.

 F-Series sales continued to expand, marking its best month since

the semiconductor shortage began with 63,164 sold, F-Seriesretail

sales were up 13.4 percent over August results.

 Ford brand SUV retail sales expanded 56.0 percent over August,

while retail share increased an estimated 3.9 points to 10.1

percent. Compared to August, Bronco Sport gained 74.2 percent at

retail, Mustang Mach-E retail sales were up 9.2 percent, while

Explorer gained 155.0 percent.

About Ford Motor Company

Ford Motor Company (NYSE: F) is a global company based in Dearborn, Michigan, that is committed to helping build a better world, where every person is free to move and pursue their dreams. The company's Ford+ plan for growth and value creation combines existing strengths, new capabilities and always-on relationships with customers to enrich experiences for and deepen the loyalty of those customers. Ford designs, manufactures, markets and services a full line of connected, increasingly electrified passenger and commercial vehicles: Ford trucks, utility vehicles, vans and cars, and Lincoln luxury vehicles. The company is pursuing leadership positions in electrification, connected vehicle services and mobility solutions, including self-driving technology, and provides financial services through Ford Motor Credit Company. Ford employs about 182,000 people worldwide. More information about the company, its products and Ford Motor Credit Company is available at corporate.ford.com.

*U.S. sales volume reflects transactions with (i) retail and fleet customers (as reported by dealers),

1. government and (iii) Ford management. Average transaction pricing based on J.D. Power and Associates PIN data.

Ford Commercial

Ford Trucks

Ford SUVs

Ford Performance

Lincoln SUVs

Ford saw strong expansion of its commercial truck sales in September, up 16.6 percent over August. Strong gains also came from F-Series, which was up 36.5 percent over last year. Overall F-650/F-750 medium trucks were up 47.2 percent relative to year ago.

F-Series continued to expand its lead as America's best-selling truck for 2021. F-Series lead year-to- date now stands at 100,059 trucks; this is an expansion of 23,487 in September compared to August. Sales of F-150 PowerBoost Hybrid with its onboard generator totaled 3,537 pickups. The highly anticipated Maverick recorded its first sales at the end of September.

Bronco is flowing to dealer lots with in-transit inventory up nearly 200 percent compared to last month. Bronco retail sales were up 26.4 percent over August, while Bronco Sport sales were up

1. percent. Ford recorded a record 77.3 percent of AWD/4WD SUV mix, which helped to lower its incentive spend as a percentage of average transaction pricing to 3.9 percent. This is
2. points lower than a year ago and 0.6 points lower than August. Explorer retail sales were up 155 percent compared to August on improved availability.

Mustang Mach-E retail sales expanded 9.2 percent in September. With 18,855 Mach-Es sold through September, Mach-E ranks second in full electric SUV sales behind Tesla's Model Y. Over-the-air modem activation rates for Mach-E are the highest in Ford's portfolio at 97 percent.

Retail sales of Lincoln's new Nautilus were up

37.5 percent over a year ago. At retail, Nautilus realized its best September retail sales performance in 14 years. Nautilus was Lincoln's best-selling vehicle for the month of September. On the strength of better production and inventory, Lincoln's overall retail sales increased 52.6 percent, compared to August results. Sales totaled 7,647 for the month, as Lincoln's entire lineup of SUVs posted sequential sales increases.

S E P T E M B E R 2 0 2 1 S A L E S

FORD MOTOR COMPANY SEPTEMBER 2021 U.S. SALES

	September	%	Year-to-Date	%
	2021	2020	Change	2021	2020	Change
SALES BY BRAND
Ford	148,967	180,563	-17.5	1,331,542	1,427,599	-6.7
Lincoln	7,647	9,670	-20.9	65,962	74,396	-11.3
Total vehicles	156,614	190,233	-17.7	1,397,504	1,501,995	-7.0
SALES BY TYPE
Cars	2,800	14,240	-80.3	55,906	155,745	-64.1
SUVs	70,260	67,978	3.4	598,779	532,851	12.4
Trucks	83,554	108,015	-22.6	742,819	813,399	-8.7
Total vehicles	156,614	190,233	-17.7	1,397,504	1,501,995	-7.0
FORD BRAND
Fiesta	0	18	-100.0	0	3,292	-100.0
Fusion	42	8,367	-99.5	11,678	90,664	-87.1
GT	10	22	-54.5	103	147	-29.9
Mustang	2,728	4,307	-36.7	41,065	47,637	-13.8
Ford Cars	2,780	12,714	-78.1	52,846	141,740	-62.7
EcoSport	1,797	5,117	-64.9	34,494	47,200	-26.9
Bronco Sport	11,686	0	N/A	81,204	0	N/A
Escape	11,462	16,811	-31.8	111,791	131,753	-15.2
Bronco	3,396	0	N/A	10,204	0	N/A
Mustang Mach-E	1,578	0	N/A	18,855	0	N/A
Edge	6,738	9,189	-26.7	54,951	76,862	-28.5
Flex	0	66	-100.0	0	4,689	-100.0
Explorer	20,092	21,215	-5.3	160,174	160,209	0.0
Expedition	5,884	7,436	-20.9	64,204	51,747	24.1
Ford SUVs	62,633	59,834	4.7	535,877	472,460	13.4
F-Series	63,164	76,785	-17.7	534,831	589,034	-9.2
Ranger	5,104	9,244	-44.8	72,706	74,338	-2.2
Maverick	506	0	N/A	506	0	N/A
E-Series	3,227	3,297	-2.1	26,467	25,186	5.1
Transit	9,939	14,127	-29.6	78,799	93,670	-15.9
Transit Connect	384	3,704	-89.6	19,621	25,241	-22.3
Heavy trucks	1,230	858	43.4	9,889	5,930	66.8
Ford Trucks	83,554	108,015	-22.6	742,819	813,399	-8.7
Ford Brand	148,967	180,563	-17.5	1,331,542	1,427,599	-6.7
LINCOLN BRAND
MKZ	6	1,113	-99.5	1,665	10,133	-83.6
Continental	14	413	-96.6	1,395	3,872	-64.0
Lincoln Cars	20	1,526	-98.7	3,060	14,005	-78.2
Corsair/MKC	2,040	2,682	-23.9	17,005	18,177	-6.4
Nautilus/MKX	2,666	1,971	35.3	18,176	16,052	13.2
MKT	0	8	-100.0	0	152	-100.0
Aviator	1,726	2,108	-18.1	15,474	15,800	-2.1
Navigator	1,195	1,375	-13.1	12,247	10,210	20.0
Lincoln SUVs	7,627	8,144	-6.3	62,902	60,391	4.2
Lincoln Brand	7,647	9,670	-20.9	65,962	74,396	-11.3

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S E P T E M B E R 2 0 2 1 I N V E N T O R Y

Ford Motor Company
SEP 2021 U.S. GROSS STOCKS
					Gross Stock
					Units
		(000)
Fusion	0.1
Mustang	6.0
GT		0.0
Ford Cars	6.1
MKZ	0.0
Continental	0.1
Lincoln Cars				0.1
Total Cars	6.2
Escape	14.5
Bronco Sport	12.6
Mustang Mach-E	5.0
EcoSport	6.5
Edge	12.8
Bronco	5.0
Explorer	23.4
Expedition		7.9
Ford SUVs	87.8
Corsair	2.5
Nautilus	3.5
Aviator	1.8
Navigator	1.4
Lincoln SUVs				9.2
Total SUVs	97.0
Econoline Van	7.4
Transit Connect (Tourneo)	1.5
Transit Van	11.9
Maverick	3.9
Ranger	10.1
F-Series	94.2
Medium/Heavy		3.6
Ford Trucks		132.5
Total Car, Utility, Truck	235.7

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S E P T E M B E R 2 0 2 1 P R O D U C T I O N

2021 Calendar Year Production By Plant

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug		Sep	Oct	Nov	Dec	Full Year
Flat Rock
Ford Mustang	6,714		7,501		9,586		2,288		-	5,091		3,683		7,207	4,660				46,730
Chicago Main
Ford Explorer	21,531		19,054		29,176		7,045		-	15,127		2,583		23,343	25,621				143,480
Lincoln Aviator	1,564		1,734		3,016		704		-	1,645		198		1,974	2,676				13,511
Chicago SHO
Ford Explorer	2,396		2,278		3,024		442		-	1,545		172		1,882	1,788				13,527
Lincoln Aviator	361		210		313		89		-	142		-	204	243				1,562
Cuautitlan
Mustang Mach-E	4,250		3,846		6,720		6,155		6,845		6,963		5,694		5,353	5,390				51,216
Dearborn Truck Plant
Ford F-Series(F-150)	28,309		24,133		31,135		16,319		26,823		14,237		23,993		29,778	18,181				212,908
Detroit Chassis Plant
Stripped Chassis	1,112		2,384		2,860		1,131		-	1,164		2,210		2,109	1,443				14,413
Hermosillo
Bronco Sport	4,046		13,429		18,414		17,084		6,730		13,325		8,387		14,550	13,049				109,014
Maverick	-	-	-	-	-	216		150		1,297	5,660				7,323
Kansas City (SUV)
Ford Transit	6,840		11,371		15,109		2,864		-	10,749		9,258		15,878	9,923				81,992
Kansas City (Truck)
Ford F-Series(F-150)	22,107		15,552		30,810		9,177		-	11,229		14,092		19,415	9,011				131,393
Kentucky Truck
Ford F-Series (Super Duty)	29,075		28,167		30,611		24,626		23,020		16,680		18,516		30,603	27,239				228,537
Ford Expedition	7,296		7,885		8,737		7,085		6,475		5,242		5,507		8,538	6,500				63,265
Lincoln Navigator	2,008		1,963		2,035		1,355		1,415		1,039		1,207		2,122	1,684				14,828
Louisville Assembly
Ford Escape	7,681		7,788		20,987		9,684		16,798		-	8,554		19,729	15,087				106,308
Lincoln Corsair	1,113		1,124		4,085		1,010		904		-	473		2,725	3,019				14,453
Michigan Assembly
Ranger	9,799		11,380		13,393		10,680		3,642		7,708		3,779		9,439	9,216				79,036
Bronco	99		87		127		437		1,069		5,489		6,072		8,243	3,916				25,539
Multimatic
Ford GT	19		19		24		21		20		23		20		22	21				189
Oakville
Ford Edge	64		5,406		12,271		3,153		9,642		1,839		1,980		9,709	9,449				53,513
Lincoln Nautilus	123		1,415		2,721		963		1,123		547		3,064		3,398	2,321				15,675
Ohio Assembly
Ford Econoline	4,374		4,021		4,049		1,112		-	1,542		3,654		5,340	4,320				28,412
Medium Truck	151		356		1,076		1,177		1,080		1,822		935		1,534	1,420				9,551
Super Duty	376		2,270		1,749		1,874		1,301		2,862		1,555		1,673	1,408				15,068
Total Production	161,408		173,373		252,028		126,475		106,887		126,226		125,736		226,065	183,245	-	-	-	1,481,443

2021 Calendar Year Production By Vehicle Line

		Jan		Feb		Mar		Apr		May		Jun		Jul		Aug		Sep		Oct				Nov		Dec		Full Year
Bronco Sport		4,046		13,429			18,414		17,084		6,730			13,325		8,387		14,550			13,049			-		-		-		109,014
Maverick		-		-		-		-		-		216		150		1,297			5,660			-		-		-		7,323
Ford Mustang		6,714		7,501			9,586		2,288		-		5,091		3,683		7,207			4,660			-		-		-		46,730
Ford GT		19		19			24		21		20			23		20		22			21			-		-		-		189
Ranger		9,799		11,380			13,393		10,680		3,642			7,708		3,779		9,439			9,216			-		-		-		79,036
Bronco		99		87			127		437		1,069			5,489		6,072		8,243			3,916			-		-		-		25,539
Mustang Mach-E		4,250		3,846			6,720		6,155		6,845			6,963		5,694		5,353			5,390			-		-		-		51,216
Ford F-Series(F-150)		50,416		39,685			61,945		25,496		26,823			25,466		38,085		49,193			27,192			-		-		-		344,301
Ford F-Series (Super Duty)		29,451		30,437		32,360		26,500		24,321		19,542		20,071		32,276		28,647			-		-		-		243,605
Ford Expedition		7,296		7,885		8,737		7,085		6,475		5,242		5,507		8,538		6,500			-		-		-		63,265
Lincoln Navigator		2,008		1,963			2,035		1,355		1,415			1,039		1,207		2,122			1,684			-		-		-		14,828
Ford Explorer		23,927		21,332			32,200		7,487		-		16,672		2,755		25,225			27,409			-		-		-		157,007
Lincoln Aviator		1,925		1,944			3,329		793		-		1,787		198		2,178			2,919			-		-		-		15,073
Ford Transit		6,840		11,371			15,109		2,864		-		10,749		9,258		15,878			9,923			-		-		-		81,992
Ford Escape		7,681		7,788		20,987		9,684		16,798		-		8,554		19,729		15,087			-		-		-		106,308
Lincoln MKC		1,113		1,124		4,085		1,010		904		-		473		2,725		3,019			-		-		-		14,453
Ford Edge		64		5,406		12,271		3,153		9,642		1,839		1,980		9,709		9,449			-		-		-		53,513
Lincoln MKX		123		1,415		2,721		963		1,123		547		3,064		3,398		2,321			-		-		-		15,675
Ford Econoline		4,374		4,021		4,049		1,112		-		1,542		3,654		5,340		4,320			-		-		-		28,412
Medium Truck		151		356		1,076		1,177		1,080		1,822		935		1,534		1,420			-		-		-		9,551
Stripped Chassis		1,112		2,384			2,860		1,131		-		1,164		2,210		2,109			1,443			-		-		-		14,413
Total Production		161,408		173,373			252,028		126,475		106,887			126,226		125,736		226,065			183,245			-		-		-		1,481,443

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