Overall U.S. sales for Ford (F) were down 12 percent in October versus a year ago, with 188,813 vehicles sold. U.S. sales of Ford Transit were up 9 percent, with 10,202 vans sold. F-Series pickup sales increased 0.1 percent, with 65,542 trucks sold - the best October since 2004. Ford is reporting sales today due to a fire Monday at its World Headquarters, which interrupted power to one of the company's main data centers that the company and its dealers use to report and track sales.

October reporting was extended to 8 p.m. EDT Tuesday, giving U.S. dealers an opportunity to report month-end sales. October retail sales totaled 143,145 vehicles, down 7 percent. Fleet sales of 45,668 vehicles, including daily rental, commercial and government segments, were down 24 percent, driven primarily by front-loading daily rental deliveries this year, prioritizing Super Duty retail customers and pausing Transit Connect sales to address the previously announced door latch recall.

The company's days' supply for October was 90 days. Ford has been taking actions to match production with demand, as outlined during the company's third quarter financial results and is well positioned for Black Friday and year-end sales events. The company's fourth-quarter North American production guidance of 700,000 vehicles remains unchanged.