Overview

• Ford’s U.S. May sales rose 16.3% year-on-year to 220,959 vehicles, marking the third straight month of double-digit growth.
• Electric vehicle deliveries declined 25% to 6,723 units due to limited inventory following model-year changeovers at dealerships.
• Hybrid deliveries jumped 28.9% to 22,719 units; internal combustion models climbed 17.2% on strong SUV and F-Series truck demand.
• Ford extended its employee pricing promotion through July to sustain demand; it raised prices on select Mexico-built vehicles in response to tariffs.
• The automaker recalled over 29,500 F-150 Lightning pickups due to a suspension defect; it warned that potential cuts to the $7,500 EV tax credit could undermine its battery production plans.