Ford Motor : US May 2022 Sales Release

Ford Electric Vehicles Post New Record - Mach-E Delivers Best Ever Sales

Performance; F-150 Lightning Records First Sales; Ford U.S. Share

Expands 3.5 Percentage Points; F-Series Sales Up 6.9 Percent in May

					www.twitter.com/Ford
	M A Y 2 0 2 2 S A L E S
		Total Vehicle	Truck	SUV	EVs
	Total U.S. Sales	154,461	74,595	76,625	6,254

Total Sales vs. May 2021

Retail Sales vs. May 2021

-4.5%	-1.4%	-4.4%	221.5%
-5.7%	-3.7%	-1.9%	193.4%

H I G H L I G H T S

▪ Ford U.S. sales outperformed the industry - market share increases

3.5 percent over last year to 13.5 percent, despite the continued

global industry semiconductor chip shortage. Gains came from

battery electric vehicles, F-Series and Ford SUVs. Nearly 50 percent

of retail sales were comprised of previously placed orders compared

to approximately 9 percent at this time last year.

▪ Ford battery electric vehicle sales totaled 6,254 for the month, up

222 percent over last year, while growing almost 4 times faster than

the overall U.S. electric vehicle segment in May.

▪ Mustang Mach-E posted a new monthly sales record - sales up 166

percent over last year, E-Transit sales had its best monthly sales

since its launch earlier this year with 874 vans sold, while F-150

Lightning records its first customer sales at the end of May.

▪ F-Series was the only full-size pickup nameplate to post a gain in

May over a year ago, with sales up 6.9 percent. F-Serieswas able to

improve on its sales lead, outselling its second-place competitor by

24,300 pickups through May. F-Series continued to turn at record

rates, while 59 percent of its retail sales in May came from

previously place orders.

Maverick added an additional 6,089 truck sales in May, while

"While the global semiconductor chip shortage remains an issue for the industry, our inventory continues to turn at record rates with nearly 50 percent of our retail sales coming from previously placed orders. Our newest models, including Bronco, Bronco Sport and Maverick, continue to enhance our sales volume. Our electric vehicle sales, with the addition of F-150 Lightning this month, increased 222 percent - growing at almost four times the rate of the industry."

• Andrew Frick, vice president, Sales, Distribution & Trucks, Ford Blue

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

As the world's No. 1 seller of commercial vans, the all-new electric E-Transit continues to ramp up and expand. Ford delivered 874 electric E- Transit vans in May. This was up from April and brings E-Transit total sales for the year to 2,449 vans. E-Transit continues to outsell the combined sales of all commercial electric vans in 2022.

Ford Pro

Sales of the F-150 Lightning are underway. At the end of May, dealers took delivery and sold

201 F-150 Lightnings, with many more in transit as volumes continue to ramp up. More than 75 percent of the people who have reserved an F-150 Lightning are new to Ford, according to reservation data.

▪

turning on dealer lots in just 5 days. 97 percent of Maverick retail

sales in May came from previously placed orders.

▪ Bronco family, Maverick and Mustang Mach-E continue to be a hit

with customers new to Ford, with nearly 70 percent of sales coming

from competitive conquests.

▪ Ford's newest SUVs, Bronco and Bronco Sport, totaled 18,985

vehicles, while improved inventory flows gave both Explorer and

Edge a sales gain of 18.7 and 81.2 percent respectively.

▪ Customers are equipping new vehicles with Ford's BlueCruise

hands-free driving technology. More than 38,000 customers have

activated the BlueCruise feature, driving a combined 4.5 million

miles using the technology.

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 develops and delivers innovative, must-have Ford trucks, sport utility vehicles, commercial vans and cars and Lincoln luxury vehicles, as well as connected services. Additionally, Ford is establishing leadership positions in 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 Credit is available at corporate.ford.com.

*U.S. sales volume reflects transactions with (i) retail and fleet customers (as reported by dealers), (ii) government and (iii) Ford management. Average transaction pricing based on J.D. Power and Associates PIN data.

Ford Trucks

Ford SUVs

Ford Electric

Lincoln SUVs

The Bronco family of vehicles, including Bronco and Bronco Sport, totaled 18,985 sales, representing a 27.0 percent gain over a year ago. Ford SUV customers continue to opt for a richer mix of high-level models with more content. In May, Ford SUV high-series models represented over 45 percent of retail sales, which compares to about a third of our mix last year. This has helped enhance average transaction pricing, which hit almost $45,000 in the month of May - up about $2,000 compared to April.

While breaking constraints and improving inventory flow, Mustang Mach-E posted its best sales ever, climbing 166 percent in May relative to a year ago on sales of 5,179 vehicles. Mustang Mach-E is now conquesting at a rate of almost 70 percent this year. For the month, Ford has moved into second place in U.S. electric vehicle sales behind Tesla.

Lincoln Nautilus and Aviator posted gains for the month on improved inventory flow. Nautilus sales were up 10.7 percent and Aviator increased 8.1 percent. While semiconductor chip constraints remain, the new Lincoln Navigator continues to show sales improvement, as more arrive to dealers. In May, Navigator sales totaled 1,097, up 9.0 percent from April.

M A Y 2 0 2 2 S A L E S

FORD MOTOR COMPANY MAY 2022 U.S. SALES

	May		%	Year-to-Date	%
	2022	2021	Change	2022	2021	Change
SALES BY BRAND
Ford	146,868	153,582	-4.4	727,559	836,851	-13.1
Lincoln	7,593	8,143	-6.8	35,999	44,021	-18.2
Total vehicles	154,461	161,725	-4.5	763,558	880,872	-13.3
SALES BY TYPE
Cars	3,241	5,926	-45.3	21,651	43,504	-50.2
SUVs	76,625	80,134	-4.4	375,232	387,416	-3.1
Trucks	74,595	75,665	-1.4	366,675	449,952	-18.5
Total vehicles	154,461	161,725	-4.5	763,558	880,872	-13.3
FORD BRAND
Fusion	0	1,210	-100.0	0	10,937	-100.0
GT	7	8	-12.5	54	54	0.0
Mustang	3,234	4,436	-27.1	21,597	29,710	-27.3
Ford Cars	3,241	5,654	-42.7	21,651	40,701	-46.8
EcoSport	2,732	4,919	-44.5	15,267	22,784	-33.0
Bronco Sport	9,510	14,947	-36.4	51,527	52,159	-1.2
Escape	8,899	19,951	-55.4	64,363	76,621	-16.0
Bronco	9,475	0	N/A	46,161	0	N/A
Mustang Mach-E	5,179	1,945	166.3	15,718	10,510	49.6
Edge	9,202	5,077	81.2	46,912	35,273	33.0
Explorer	19,594	16,512	18.7	83,131	108,796	-23.6
Expedition	4,441	8,912	-50.2	16,154	40,055	-59.7
Ford SUVs	69,032	72,263	-4.5	339,233	346,198	-2.0
F-Series	49,454	46,260	6.9	241,672	316,359	-23.6
Ranger	5,983	14,303	-58.2	28,732	51,270	-44.0
Maverick	6,089	0	N/A	34,871	0	N/A
E-Series	1,160	2,086	-44.4	10,166	15,208	-33.2
Transit	8,350	8,381	-0.4	34,128	47,277	-27.8
Transit Connect	2,532	3,430	-26.2	12,098	14,260	-15.2
Heavy trucks	1,027	1,205	-14.8	5,008	5,578	-10.2
Ford Trucks	74,595	75,665	-1.4	366,675	449,952	-18.5
Ford Brand	146,868	153,582	-4.4	727,559	836,851	-13.1
LINCOLN BRAND
MKZ	0	101	-100.0	0	1,606	-100.0
Continental	0	171	-100.0	0	1,197	-100.0
Lincoln Cars	0	272	-100.0	0	2,803	-100.0
Corsair/MKC	2,084	2,348	-11.2	11,883	12,283	-3.3
Nautilus/MKX	2,329	2,104	10.7	10,413	10,085	3.3
Aviator	2,083	1,927	8.1	9,452	10,857	-12.9
Navigator	1,097	1,492	-26.5	4,251	7,993	-46.8
Lincoln SUVs	7,593	7,871	-3.5	35,999	41,218	-12.7
Lincoln Brand	7,593	8,143	-6.8	35,999	44,021	-18.2

2

M A Y 2 0 2 2 I N V E N T O R Y

Ford Motor Company
MAY 2022 U.S. GROSS STOCKS
				Gross Stock
				Units
			(000)
Mustang	4.4
GT		0.0
Ford Cars	4.4
Escape	10.8
Bronco Sport	9.3
Mustang Mach-E	6.0
EcoSport	7.5
Edge	7.8
Bronco	7.1
Explorer	33.0
Expedition		8.6
Ford SUVs	90.0
Corsair	2.5
Nautilus	2.3
Aviator	2.0
Navigator		2.1
Lincoln SUVs		8.9
Total SUVs	98.9
Econoline Van	4.8
Transit Connect (Tourneo)	3.5
Transit Van	10.0
Maverick	6.4
Ranger	7.9
F-Series	95.6
Medium/Heavy		4.1
Ford Trucks	132.3
Total Car, Utility, Truck	235.7

3

M A Y 2 0 2 2 P R O D U C T I O N

2022 Calendar Year Production By Plant

		Jan			Feb			Mar			Apr			May		Jun	Jul	Aug	Sep	Oct	Nov	Dec		Full Year
Flat Rock
Ford Mustang		3,960		5,159		4,152		2,509		5,726										21,506
Chicago Main
Ford Explorer		23,553		12,403		28,081		21,018		17,127										102,182
Lincoln Aviator		2,188		1,272		3,233		2,449		1,707										10,849
Chicago SHO
Ford Explorer		1,186		870		2,116		968		1,174										6,314
Lincoln Aviator		109		154		239		290		163										955
Cuautitlan
Mustang Mach-E		6,054		4,755		7,343		4,935		6,020										29,107
Dearborn Truck Plant
Ford F-Series(F-150)		28,371		10,987		26,041		20,024		28,213										113,636
Detroit Chassis Plant
Stripped Chassis		1,161		746		2,320		1,878		1,731										7,836
Hermosillo
Bronco Sport		14,636		10,260		15,052		10,556		10,156										60,660
Maverick		7,842		9,184		9,778		9,179		7,550										43,533
Kansas City (SUV)
Ford Transit		9,751		6,679		17,148		13,486		11,807										58,871
Kansas City (Truck)
Ford F-Series(F-150)		15,015		10,415		24,696		14,867		23,863										88,856
Kentucky Truck
Ford F-Series (Super Duty)		10,629		18,944		23,071		28,151		25,595										106,390
Ford Expedition		2,042		1,241		4,476		7,195		8,921										23,875
Lincoln Navigator		685		388		1,244		1,857		2,308										6,482
Louisville Assembly
Ford Escape		15,822		13,857		21,862		16,491		11,750										79,782
Lincoln Corsair		2,627		3,193		3,263		2,970		2,128										14,181
Michigan Assembly
Ranger		6,890		5,508		8,871		6,974		4,386										32,629
Bronco		12,938		8,462		14,953		12,237		11,124										59,714
Multimatic
Ford GT		18		19		23		20		21										101
Oakville
Ford Edge		8,283		10,433		15,647		13,228		3,044										50,635
Lincoln Nautilus		1,552		2,618		4,224		3,559		742										12,695
Ohio Assembly
Ford Econoline		1,485		1,828		1,883		4,771		3,436										13,403
Medium Truck		526		649		763		1,764		1,864										5,566
Super Duty		459		614		777		1,852		1,734										5,436
Total Production		177,782		140,638		241,256		203,228		192,290		-	-	-	-	-	-	-		955,194

2022 Calendar Year Production By Vehicle Line

		Jan			Feb			Mar			Apr			May			Jun				Jul				Aug				Sep				Oct				Nov		Dec		Full Year
Bronco Sport		14,636		10,260		15,052		10,556		10,156				-			-			-			-			-		-		-			60,660
Maverick		7,842		9,184		9,778		9,179		7,550				-			-			-			-			-		-		-			43,533
Ford Mustang		3,960		5,159		4,152		2,509		5,726				-			-			-			-			-		-		-			21,506
Ford GT		18		19		23		20		21				-			-			-			-			-		-		-			101
Ranger		6,890		5,508		8,871		6,974		4,386				-			-			-			-			-		-		-			32,629
Bronco		12,938		8,462		14,953		12,237		11,124				-			-			-			-			-		-		-			59,714
Mustang Mach-E		6,054		4,755		7,343		4,935		6,020				-			-			-			-			-		-		-			29,107
Ford F-Series(F-150)		43,386		21,402		50,737		34,891		52,076				-			-			-			-			-		-		-			202,492
Ford F-Series (Super Duty)		11,088		19,558		23,848		30,003		27,329				-			-			-			-			-		-		-			111,826
Ford Expedition		2,042		1,241		4,476		7,195		8,921				-			-			-			-			-		-		-			23,875
Lincoln Navigator		685		388		1,244		1,857		2,308				-			-			-			-			-		-		-			6,482
Ford Explorer		24,739		13,273		30,197		21,986		18,301				-			-			-			-			-		-		-			108,496
Lincoln Aviator		2,297		1,426		3,472		2,739		1,870				-			-			-			-			-		-		-			11,804
Ford Transit		9,751		6,679		17,148		13,486		11,807				-			-			-			-			-		-		-			58,871
Ford Escape		15,822		13,857		21,862		16,491		11,750				-			-			-			-			-		-		-			79,782
Lincoln MKC		2,627		3,193		3,263		2,970		2,128				-			-			-			-			-		-		-			14,181
Ford Edge		8,283		10,433		15,647		13,228		3,044				-			-			-			-			-		-		-			50,635
Lincoln MKX		1,552		2,618		4,224		3,559		742				-			-			-			-			-		-		-			12,695
Ford Econoline		1,485		1,828		1,883		4,771		3,436				-			-			-			-			-		-		-			13,403
Medium Truck		526		649		763		1,764		1,864				-			-			-			-			-		-		-		4	5,566
Stripped Chassis		1,161		746		2,320		1,878		1,731				-			-			-			-			-		-		-		7,836
Total Production		177,782		140,638		241,256		203,228		192,290				-			-			-			-			-		-		-			955,194