Ford US Sales Rise 16% in May Boosted by Hybrid, ICE Demand

Ford reported a 16.3% year over year increase in US sales in May 2025, totaling 220,959 units, as the company continues to offer broad employee pricing discounts amid the impact of recent tariffs. The sales bump marks the third consecutive year of double-digit May gains, despite significant declines in EV sales and evolving macroeconomic challenges in the automotive sector.

Sales of traditional internal combustion engine (ICE) vehicles led Ford’s May results, rising 17.2% year-over-year to 191,517 units. Hybrid vehicle sales also saw substantial growth, increasing 28.9% to 22,719 units. In contrast, EV sales declined 25%, totaling 6,723 units. The F-150 Lightning, a key model in Ford's EV portfolio, saw sales fall 41.7% to 1,902 units compared to May 2024.

The company’s sales surge was aided by a promotional initiative called “From America, For America,” which offers employee pricing to all US consumers. This program began in response to the 25% tariff imposed on imported vehicles by President Donald Trump.

“Ford’s “From America, For America” employee pricing program continues to connect with customers and drive strong sales results,” says a Ford spokesperson in a written statement.

Despite these promotions, Ford has implemented price increases on some imported vehicles, particularly those assembled in Mexico. According to a company representative quoted by Reuters, the adjustments reflect “a combination of seasonal factors and tariff impacts.”

The breakdown of Ford’s performance by model shows significant increases in several key segments. Bronco and Bronco Sport models posted year-over-year increases of 51.1% and 45.7%, respectively. The F-Series remained a major contributor with 77,915 units sold, reflecting a 17.7% rise. The Ford Maverick saw a 13.9% increase, reaching 15,508 units, while the Escape and Explorer rose 23.6% and 22.6%, respectively. Mustang Mach-E sales increased 11%, totaling 4,724 units, contrasting with the broader EV trend.

Sales at Ford’s luxury brand Lincoln also grew. Total Lincoln deliveries increased 39% to 11,573 units. The Navigator SUV led the brand’s performance, up 133% to 2,843 units. Other Lincoln models such as the Aviator and Nautilus increased 42.2% and 24%, respectively.

However, not all product lines contributed positively. Ford E-Transit sales dropped 93.3% to 97 units, while Edge sales ceased entirely, falling to zero. Mustang ICE vehicle sales decreased by 3.2%, and E-Series sales fell 5.4%.

Truck and SUV categories collectively drove most of the volume. Truck sales rose 11.2% to 121,354 units, and SUV sales rose 25% to 94,595 units. Car sales, however, declined 3.2% to 5,010 units.