Ford Motor Co. reported a 16.3% year-over-year increase in U.S. sales for May, marking the third consecutive year of double-digit growth for the month. The Detroit automaker credited much of the boost to strong demand for its internal combustion engine (ICE) vehicles and hybrids, alongside a continued employee pricing program aimed at countering rising costs.
Traditional gas-powered vehicles led the way, with sales rising 17.2% compared to May 2024. Hybrid models also saw significant growth, with a 29% jump in sales, reflecting consumer interest in fuel-efficient options amid economic uncertainty.
These gains helped offset a sharp 25% drop in sales of all-electric vehicles, including the electric F-150 Lightning, which has seen declining demand in recent months.
Ford’s employee pricing program — typically offered during key promotional periods — has been extended through the Fourth of July weekend, helping drive strong showroom traffic for a second straight month.
However, the company is also contending with rising costs due to new tariffs implemented by the Trump administration. In response, Ford has raised prices on some vehicles imported from Mexico, a move the company says is driven by both seasonal pricing adjustments and the added tariff burden. The price increases apply to models built after May 2.
Despite these headwinds, Ford’s performance in May suggests the company is successfully navigating a complex market landscape — balancing consumer incentives, evolving powertrain preferences, and geopolitical trade pressures.
