Overview

• Ford's U.S. sales rose 16.3% year-over-year in May, marking a third consecutive month of double-digit growth.
• Growth was led by a 17.2% increase in internal combustion models and a 29% jump in hybrid vehicle sales.
• All-electric vehicle sales declined 25% as deliveries of the F-150 Lightning sagged.
• Nationwide employee pricing, introduced after the tariff took effect, attracted buyers with worker-level discounts and boosted volume.
• Ford raised prices on some Mexico-built models in response to the tariff and analysts warn sales could cool after an early buying surge.