Ford Warns Of ‘No Fair Fight’ With Chinese EVs While BYD Dwarfs Its April Output

• Ford sales fell across fuel categories, including electrified and internal combustion engine vehicles.
• The Ford F-series trucks continued to be the best-selling vehicle model in the U.S., though sales fell about 15% year-over-year to 62,048 units.
• BYD, in comparison, sold 321,123 new energy vehicles in April.

Shares of Ford Motor Co (F) fell 3% on Monday after the company reported a 14.4% dip in U.S. deliveries in April to 178,667 units, merely half of Chinese EV giant BYD’s sales volume for the month.  

Ford sales fell across fuel categories, including electrified and internal combustion engine vehicles. Electrified vehicle sales dived a steep 31% to 19,413 vehicles, while internal combustion engine vehicle sales fell 12% to 159,254 units.

F-Series Sales Dip

The Ford F-series trucks continued to be the best-selling vehicle model in the U.S., though sales fell about 15% year-over-year to 62,048 units, likely owing to the impact of a fire at the facility of Ford’s aluminum supplier Novelis in the second half of 2025.

A fire that broke out on Sept. 16, 2025, at Novelis’ aluminum rolling plant in Oswego, N.Y., severely disrupted Ford’s supply of automotive-grade aluminum sheet, triggering months-long production cuts on its best-selling F-Series trucks. The blaze destroyed the plant’s critical hot mill — with follow-on fires in November compounding the damage — knocking out roughly 40% of the U.S. auto industry’s aluminum supply and hitting Ford, Novelis’ largest customer, hardest.

Last week, CFO Sherry House said F-Series sales “remain healthy as inventory recovers from the Novelis supply disruption,” with F-150 posting a 30-basis-point year-over-year retail share gain in March and momentum carrying into Q2. House added that the company is trying to ensure that high-demand trim levels are in ample supply.  

BYD Vs. Ford

Last month, Ford CEO Jim Farley warned against allowing Chinese EVs into the U.S. in an interview published on Fox News.

“We should not let them into our country because of the economic impact… Manufacturing is the heart and soul of our country, and for us to lose that to those exports would be devastating for our country. There is no way this is a fair fight,” he said. In a later podcast, he also applauded Chinese EV maker BYD as the “best in the business.”

On Friday, BYD reported that it sold 321,123 new energy vehicles in April, including 135,098 exports. New energy vehicles are an umbrella term for battery electric and plug-in hybrid electric vehicles.

The Chinese EV giant sold roughly 16 times more electrified vehicles in April than Ford managed in the U.S. and nearly double the overall number of vehicles.

How Did Ford Retail Traders React?

On Stocktwits, retail sentiment around Ford stock jumped from ‘neutral’ to ‘bullish’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.

F stock has gained 13% over the past 12 months.  

Read More: NNVC Stock Up 17% Today: What’s Driving The Rally?

For updates and corrections, email newsroom[at]stocktwits[dot]com.