Ford Q2 2025 Sales Surge 14%, Outpacing U.S. Auto Market
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Ford moved 612,095 new vehicles from April through June, trouncing analyst forecasts that called for barely 2% industry growth. F-Series pickups led the charge with 222,459 units, their strongest second quarter since 2019, while overall truck sales hit 288,564. The gain underscores America’s enduring appetite for full-size pickups even as tariffs and higher borrowing costs nibble at consumer budgets.
Electrified models—Ford’s umbrella term for hybrids and EVs—rose 6.6% to 82,886 units. The mix tells a story: hybrid sales jumped 23.5% as buyers sought fuel savings without full-EV sticker shock, whereas pure electric volumes slid 31.4%. Ford still logged a record 156,509 electrified sales in the first half, showing hybrids can blunt the pain of a softening EV market while federal tariffs and price anxiety linger.
Rivals also found traction, albeit at half Ford’s pace; GM grew 7.3% on the back of trucks and Cadillacs, while Hyundai and Kia booked record first-half results up 10% and 8%. Forecasters expect demand to cool if Trump’s 25% import tariffs harden sticker prices, but for now Ford’s product mix—big trucks and pragmatic hybrids—has it cruising comfortably ahead of the pack.
