Ford vs. GM: 2025 Full-Size Truck Sales Rivalry
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 21 2026
0mins
Source: Fool
- Ford Sales Performance: Ford achieved sales of 828,832 F-Series trucks in 2025, marking an 8.3% increase from the previous year, which not only represents its best fourth quarter and annual sales since 2019 but also boosts its market share.
- GM Sales Growth: General Motors reported a 6% increase in total sales for 2025, with all brands showing growth, including GMC setting a new sales record for the second consecutive year, indicating strong competitiveness and brand appeal in the market.
- Full-Size Truck Market Competition: While Ford's F-Series leads in sales, GM's combined sales of Chevrolet Silverado and GMC Sierra reached 944,927 trucks, surpassing Ford and demonstrating its strong performance and market share in the full-size truck segment.
- Future Outlook: Both companies ended 2025 with high sales momentum, indicating strong demand in the high-value truck market and setting a solid foundation for growth in the new year.
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Analyst Views on F
Wall Street analysts forecast F stock price to rise
14 Analyst Rating
3 Buy
10 Hold
1 Sell
Hold
Current: 12.780
Low
11.00
Averages
13.65
High
16.00
Current: 12.780
Low
11.00
Averages
13.65
High
16.00
About F
Ford Motor Company is an automobile company. The Company develops and delivers Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles, along with connected services. The Company’s segments include Ford Blue, Ford Model e, Ford Pro, and Ford Credit. The Ford Blue segment primarily includes the sale of Ford and Lincoln internal combustion engine (ICE) and hybrid vehicles, service parts, accessories, and digital services for retail customers. The Ford Model e segment primarily includes the sale of its electric vehicles, service parts, accessories, and digital services for retail customers. The Ford Pro segment primarily includes the sale of Ford and Lincoln vehicles, service parts, accessories, and services for commercial, government, and rental customers. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. Its vehicle brands are Ford and Lincoln.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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