The F-Series is still the individual sales leader among America’s full-size pickup lines, but Q3 2026 made the old scoreboard a little less comfortable. No fewer than 203,707 examples of the F-Series were delivered from July through September, down 1.9 percent from the same quarter last year, while the Silverado and Sierra together moved 233,229 units.
GM’s two-brand advantage should not be seen as a defeat for the F-Series. On a corporate basis, however, General Motors is the larger automaker in the pickup space. The more interesting movement came from the Ram truck brand, though, with Stellantis North America recording 76,650 deliveries of the light-duty model and 41,107 of the heavy-duty line.
The combined 117,757 total represents a 33.7 percent year-over-year jump, powered by a massive increase in half-ton sales. The heavy-duty line, however, fell 6 percent to 41,107 deliveries. All things considered, Ram’s comeback quarter was very much a light-duty story.
1500 sales gave Ram the clearest upward arrow. Ram also highlighted that its 2026 allocation of the 2027 model year Rumble Bee sold out within 90 minutes, with the first units due at dealers this quarter. The GM numbers are steadier, yet there is plenty happening underneath the totals.
Silverado deliveries fell 2.5 percent to 86,590 units, arguably in anticipation of the next generation, while the Sierra gained some light-duty sales to the detriment of heavy-duty deliveries. Be that as it may, GMC underlined that the light-duty Sierra achieved its best third quarter and year-to-date retail sales ever.
Photo: Ford
GMC and Chevy dealers expect the redesigned 2027 model year Sierra 1500 and Silverado 1500 to hit dealer lots in the fourth quarter. The outgoing trucks are finishing their run as we speak, meaning that deals are on the menu to move remaining stock as soon as technically possible.
Based on Q3 2026 numbers, Toyota’s Tundra is the definition of steady. A mere 35,712 units were delivered this past quarter, just 0.7 percent fewer than a year earlier. Through September, Tundra sales stood at 110,080 examples, down 0.8 percent from the first nine months of 2025.
The hybrid i-FORCE MAX accounted for 2,113 of the quarter’s total, down 19.9 percent from last year. Remove the hybrid trucks from both years, and the combustion-only Tundra actually edged upward slightly.
Turning our attention back to the Detroit Big Three, the Ford Motor Company has the highest retail share and revenue among full-size truck brands in the quarter, along with the lowest incentive spending in the segment. Ford didn’t mention a word about the F-150 Lightning, though, which sold 289 units in Q3 2026 versus 10,005 a year earlier, suggesting that dealer supply is nearly exhausted.
Ford stopped making the F-150 Lightning in December 2025. Given time, an extended-range electric truck may revive this nameplate in the automaker’s US lineup.