Is Strong Demand for Pickups the Secret to Ford's Q2 Delivery Growth?
General Motors U.S. deliveries reached 746,588 units and 1.4 million units in the second quarter and first half of 2025, marking an increase of 7% and 12%, respectively. In the second quarter, EV sales rose 111% year over year to 46,280 units, while it rose 104% in the first half to 78,167 units. General Motors achieved record year-to-date crossover sales, driven by the launch of new or updated models, such as the Chevrolet Trax, Traverse and Equinox, the GMC Acadia and Terrain and the Buick Envista and Encore GX. In the second quarter of 2025, Stellantis sold 309,976 vehicles in the United States, down 10% year over year. The deliveries declined despite resilient demand for Jeep SUVs and Ram trucks. This continues the brand's downward sales trend over the past year. In 2024, Stellantis saw a 15% drop in annual sales and reported a 12% decline in first-quarter sales compared to the same period in 2024.
Ford has outperformed the Zacks Automotive-Domestic industry year to date. F shares have gained 18.9% against the industry's decline of 23.4%.
Image Source: Zacks Investment Research
From a valuation perspective, Ford appears undervalued. Going by its price/sales ratio, the company is trading at a forward sales multiple of 0.29, lower than its industry's 2.48.
Image Source: Zacks Investment Research
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2025 and 2026 EPS has moved down 14 cents and a penny, respectively, in the past 60 days. Ford carries a Zacks Rank #3 (Hold) at present.You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
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