Investing.com -- Ford Motor (NYSE: F) reported a 6.6% decline in third-quarter U.S. vehicle sales on Friday, while saying a short-term supplier issue that affected F-150 production at the end of September is expected to have a financial impact contained within its $10 billion to $11 billion 2026 adjusted EBIT guidance.

Ford said the supplier issue was unrelated to aluminum and that its expected financial impact remains within the full-year guidance range the automaker provided on July 28.

Ford sold 509,764 vehicles in the third quarter, down from a year earlier. Excluding the planned phase-out of the Escape and Corsair, however, Ford said its vehicle volume was essentially flat, compared with an estimated 1% decline for the overall industry.

The company estimated its U.S. retail market share increased by about 0.4 percentage point to 12.1%.

Truck demand remained a key source of strength. F-Series sales rose 2.4% in September to 67,448 vehicles, bringing year-to-date sales to 561,508, more than 140,000 ahead of Chevrolet Silverado.

F-Series production increased 4.5% in the third quarter to 266,777 trucks, while Super Duty production rose 4.4% to 110,275 vehicles, its strongest quarterly result in 19 years.

Ford also reported strong demand for its hybrid and off-road vehicles. Maverick Hybrid sales jumped 59.6% to a quarterly record of 27,793, while Bronco sales reached a record 38,020. Explorer sales rose 17.6% through September to 189,210.

The company said its off-road lineup, including Bronco, Raptor, Tremor and FX4 models, accounted for 24% of sales through September, up 3.8 percentage points from a year earlier.

Ford also said active paid software subscriptions surpassed 1.7 million, an increase of more than 40% from a year earlier.

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