Ford Motor Company reported a 16.3% year-over-year increase in U.S. sales for May , defying broader market uncertainty fueled by rising tariffs and vehicle price hikes.

The automaker attributed the strong performance to its ongoing “From America, For America” employee pricing program , which has continued to attract buyers amid growing economic concerns. The promotion, extended through the Fourth of July weekend, has helped Ford maintain momentum following two months of tariff-driven demand surges. Sales were driven primarily by traditional internal combustion engine (ICE) vehicles, which saw a 17.2% year-over-year increase , while hybrid models surged nearly 29% in the same period. However, all-electric vehicles — including the electric F-150 — experienced a 25% drop compared to May 2024.

This marks the third consecutive month of double-digit year-over-year sales growth for the Detroit-based automaker.

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

The timing of the pricing initiative coincided with the implementation of President Donald Trump’s 25% auto tariffs on imported vehicles , which took effect in early April.

Despite the positive sales figures, Ford recently announced price increases on certain models imported from Mexico , citing both seasonal adjustments and tariff-related cost pressures. Vehicles built after May 2 are subject to the new pricing. In the weeks leading up to the tariff rollout, consumers rushed to make purchases ahead of expected price hikes, contributing to a strong second-quarter performance across the automotive sector. However, analysts at Cox Automotive predict that May's overall sales pace will slow compared to March and April. They estimate a seasonally adjusted annual rate (SAAR) of around 16 million units , down from 17.8 million in March and 17.3 million in April .

Still, total sales volume for May is expected to rise 3.2% compared to last year , aided by an extra selling day.