Ford Motor Co. is celebrating another month of impressive sales figures, defying economic headwinds. May 2025 saw a remarkable 16.3 percent surge in US vehicle sales, marking the third consecutive month of year-over-year growth. This success comes despite ongoing trade tariffs and the company’s own price increase strategy.

The automaker moved 220,959 vehicles in the US last month, a significant jump from the 190,014 units sold in May 2024. This growth was primarily driven by strong performance in internal combustion engine (ICE) vehicles, which saw a 17.2 percent increase year-over-year, reaching 191,517 units. Hybrid vehicles also contributed significantly, experiencing a robust 28.9 percent growth, with sales totaling 22,719 units.

However, the electric vehicle (EV) sector presented a contrasting picture. Ford’s EV sales dipped by 25 percent compared to May 2024, reaching a total of 6,723 units. This decline is largely attributed to a substantial 41.7 percent drop in sales of the all-electric F-150 Lightning, with only 1,902 trucks sold. The electric Transit van also experienced a dramatic downturn, with sales plummeting by over 90 percent to just 97 units.

Despite the challenges in the EV market, Ford’s overall sales performance showcases the resilience of its brand and the effectiveness of its strategic response to economic pressures. The question remains: how will Ford navigate the ongoing complexities of the automotive market in the months to come?