Catenaa, Tuesday, July 01, 2025- Ford sales rose by an unexpected 14.2% during the second quarter of 2025 as demand for vehicles increased in the US before Trump tariffs take effect.
New vehicle sales for the second quarter totaled 612,095, led in part by gains in its F-Series trucks and “electrified” vehicles, which include hybrids and EVs. Analysts expected sales to rise by just 1.4% in Q2.
F-Series trucks saw their best second quarter since 2019, climbing 11.5% to 222,459. New pickup sales overall totaled 288,564 for the quarter, Ford said.
Sales of Ford electrified vehicles totaled 82,886 during the second quarter, up 6.6% from 2024. But of those “electrified” vehicles, pure EVs saw a 31.4% drop, while hybrids were up 23.5%.
For the first half of the year, Ford sold a record 156,509 EVs and hybrids, up 14.7% from the same time last year.
Ford stock was up by 1.8% on Tuesday following the news despite the S&P 500 and Nasdaq being in the red.
Auto industry forecasters Cox Automotive and Edmunds forecasted new vehicle sales would increase 1.7% and 2%, respectively, for the second quarter from the year-earlier period.
They cited a strong market in April and early May as driving the increases, while June sales were expected to be softer.
Earlier this year, President Donald Trump implemented 25% tariffs on imported vehicles and many auto parts imported into the US.
The levies initially pulled forward demand from price-conscious buyers, but analysts expect that increase in demand to fade if higher prices take hold.
South Korean automakers Kia and Hyundai both reported their best-ever first-half sales results on Tuesday, up 8% and 10% from a year ago, respectively.
