Sales being down doesn't mean that sales weren't meeting expectations; neither Ford's nor Wall Streets. In fact Ford more than doubled Wall Street's earnings expectations in Q1, making $1.2B, despite decreased sales. And, unlike GM, will likely make a profit for the year, again, despite it's sales being down more than GM's.
Obviously the truck sector is hurting everyone right now. I didn't say that all of their lineup was meeting expectations. Ford's cars are selling above last year's numbers and the new models are meeting or exceeding expectations without any rebates (or very minimal ones starting this month) despite what much of the media said was going to happen.