Framing Analysis
Ford sold 549,200 vehicles in the U.S. during Q2, a 10.3 percent decline from 612,095 units the prior year, with F-Series truck sales down 11 percent and pure EV sales down 40.7 percent. Tesla reported 480,126 global deliveries in Q2, up 25 percent from approximately 384,000 units the prior year and above consensus expectations of roughly 406,600. Production and sales figures are drawn from company reports cited by CNBC and TechCrunch.