In the first quarter of 2023, Ford Transit sales increased in the United States, Brazil, Mexico and Argentina, while decreasing in Russia.
| MODEL | Q2 2023 / Q2 2022 | Q2 2023 | Q2 2022 | YTD 2023 / YTD 2022 | YTD 2023 | YTD 2022 |
|---|---|---|---|---|---|---|
| TRANSIT | +35.65% | 30,287 | 22,327 | +57.48% | 61,134 | 38,820 |
| MODEL | Q2 2023 / Q2 2022 | Q2 2023 | Q2 2022 | YTD 2023 / YTD 2022 | YTD 2023 | YTD 2022 |
|---|---|---|---|---|---|---|
| TRANSIT | +104.50% | 1,135 | 555 | +29.86% | 1,557 | 1,199 |
| MODEL | Q2 2023 / Q2 2022 | Q2 2023 | Q2 2022 | YTD 2023 / YTD 2022 | YTD 2023 | YTD 2022 |
|---|---|---|---|---|---|---|
| TRANSIT | -69.78% | 236 | 781 | * | 755 | 0 |
| MODEL | Q2 2023 / Q2 2022 | Q2 2023 | Q2 2022 | YTD 2023 / YTD 2022 | YTD 2023 | YTD 2022 |
|---|---|---|---|---|---|---|
| TRANSIT | +437.70% | 656 | 122 | +227.43% | 1,480 | 452 |
| MODEL | Q2 2023 / Q2 2022 | Q2 2023 | Q2 2022 | YTD 2023 / YTD 2022 | YTD 2023 | YTD 2022 |
|---|---|---|---|---|---|---|
| TRANSIT | +19.91% | 530 | 442 | +52.25% | 1,183 | 777 |
| MODEL | Q2 2023 / Q2 2022 | Q2 2023 | Q2 2022 | YTD 2023 / YTD 2022 | YTD 2023 | YTD 2022 |
|---|---|---|---|---|---|---|
| TRANSIT | * | 148 | * | * | 453 | 0 |
For Transit sales continued to lead the full-size van segment last quarter, expanding 30 percent to 32,031 units, vastly outperforming its competitors yet again.
The Transit was followed by the Ram Promaster, up 27 percent to 20,200 units, while the Chevy Express (see running Chevy Express sales) saw its sales slide 27 percent to 9,227 units last quarter, outperforming The Blue Oval’s other competitor in the segment, the Ford E-Series, took fourth with 8,735 units sold, up 64 percent. Finally, the GMC Savana (see running GMC S,avana sales) rounded out last place, up 7 percent to 7,269 deliveries.
| MODEL | Q2 23 / Q2 22 | Q2 23 | Q2 22 | Q2 23 SHARE | Q2 22 SHARE | YTD 23 / YTD 22 | YTD 23 | YTD 22 |
|---|---|---|---|---|---|---|---|---|
| FORD TRANSIT | +35.65% | 30,287 | 22,327 | 40% | 35% | +57.48% | 61,134 | 38,820 |
| RAM PROMASTER | +26.56% | 20,200 | 15,961 | 27% | 25% | +49.84% | 37,894 | 25,289 |
| CHEVROLET EXPRESS | -27.27% | 9,227 | 12,687 | 12% | 20% | -17.29% | 17,822 | 21,547 |
| FORD E-SERIES | +63.70% | 8,735 | 5,336 | 12% | 8% | +55.70% | 19,520 | 12,537 |
| GMC SAVANA | +6.85% | 7,269 | 6,803 | 10% | 11% | +23.26% | 12,065 | 9,788 |
| TOTAL | +19.97% | 75,718 | 63,114 | +37.46% | 148,435 | 107,981 |
In terms of segment share, Ford Transit sales dominated last quarter with 41 percent segment share, up three percentage points year-over-year. The Promaster gathered 26 percent share, up two percent points, while the Express garnered 12 percent share, down seven percentage points. The E-Series claimed 11 percent share, down three percentage points, and the last-place Savana earned nine percent share, down one percentage point.
| MODEL | Q2 23 / Q2 22 | Q2 23 | Q2 22 | YTD 23 / YTD 22 | YTD 23 | YTD 22 |
|---|---|---|---|---|---|---|
| FORD TRANSIT | +35.65% | 30,287 | 22,327 | +57.48% | 61,134 | 38,820 |
| FORD E-SERIES | +63.70% | 8,735 | 5,336 | +55.70% | 19,520 | 12,537 |
| TOTAL | +41.06% | 39,022 | 27,663 | +57.05% | 80,654 | 51,357 |
It’s also worth noting that both of Ford’s entries in the full-size van segment, the Transit and E-Series, saw cumulative deliveries of 40,766, enough to command an incredible 53 percent segment share. By comparison, Ford’s crosstown rival, General Motors, trailed in second place with 16,496 cumulative deliveries of its two offerings for 21 percent segment share.
| MODEL | Q2 23 / Q2 22 | Q2 23 | Q2 22 | YTD 23 / YTD 22 | YTD 23 | YTD 22 |
|---|---|---|---|---|---|---|
| CHEVROLET EXPRESS | -27.27% | 9,227 | 12,687 | -17.29% | 17,822 | 21,547 |
| GMC SAVANA | +6.85% | 7,269 | 6,803 | +23.26% | 12,065 | 9,788 |
| TOTAL | -15.36% | 16,496 | 19,490 | -4.62% | 29,887 | 31,335 |
The full-size mainstream van segment, which includes passenger, cargo, and cutaway/chassis cab models, expanded 18 percent to 77,462 units in Q2 2023, meaning that Ford Transit sales outperformed the segment average.
Ford Transit sales continue to reflect its position as a highly desirable and popular seller, absolutely dominating its competitive segment yet again during Q2 2023. It’s the second consecutive quarter of improved sales this year, indicating that FoMoCo is able to continue navigating supply chain constraints and other issues negatively affecting its production. In fact, the automaker is currently working to ramp up production of the Transit at the Kansas City Assembly plant by adding a third shift, so we expect sales to continue trending upward as supply matches demand.
It’s also worth noting that the Transit Trail variant was added to the the lineup for the 2023 model year, and will likely continue to drive demand for the van. This model is an upfit-ready off-road-oriented van that is geared toward the van and outdoor life enthusiast. We expect the new Transit Trail, along with the rest of the Transit range, to continue riving strong demand. Order banks for the Transit Trail are set to close on August 14th, 2023, while retail order banks for the rest of the 2023 Transit lineup closed back on September 22th, 2022.
And the potential weakening of emissions rules.
That site is going to grow yet again very soon.
It could make U.S. automakers 'immune' to tariffs.
It gets pretty close to the GT's torque figure, too.
That money could be going to both plants and new products.
Slipping to second place, but still in control year-to-date.
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If Ford is sales of Transit vans are doing so well, why is it that school districts cannot buy a Transit van. The vehicle is/was very popular among school districts transporting special need students. I would appreciate a reason for shutting school districts out of the market.
Unfortunately with Amazon, FedEx and UPS getting first right before consumers, we suffer the long wait. 2022 XLT 350 AWD Fleet ordered, cancelled 8 mos later. Reordered late 2022 same transit, cancelled May 2023. Ordered 3rd, but was told 2 years WAIT for the same model XLT, so had to downgrade to XL. Tried to add Sync 12” screen, no availability. Tried to order power door, no availability. So I get to drive a stripped model for 5 years after waiting for 3 years. I understand supply constraints, but consumers are last on the list vs large corporate companies. Very frustrating
And disappointing. Check any blog, same story everywhere
Do you actually think GMC cares about the sales of their vans?
They are after the cash cows---trucks and SUV's.
If you like waiting for 2 years to pay 15% over MSRP, then the Transit is the vehicle for you.
How is it that the Ford E-Series, which is only sold as a cutaway, and a cab and chassis is outselling the Express and Savanah? The E-Series is still a popular vehicle in the motorhome market, as well as some commercial and EMS applications, but this makes no sense IMO. GM is going to have to update their aging vans to compete.